AI-Agents for Account Executives in Handoffs
Pass on decisions, carry revision notes, open supplier setup. Every one is ready to run, and you can adjust it in plain language.
Review campaign prospects and their suggested outreach owners.
Your team gets a shared Sales Navigator lead list with fit notes and suggested owners based on the rules you choose.
7 toolsDraft buyer proposals from call recaps and approved pricing.
Your business proposal starts with your call recap and lands in your proposal workspace as a draft with the pricing you approved.
10 toolsReach approved buyers with a first email tied to their interest.
Your personalized email outreach reaches buyers while their interest is fresh, and your sales lead sees the sends and skips.
8 toolsSend a proposal draft with approved terms for deal review.
Get a business proposal in your company template, with the service team's agreed scope and costs ready for your review.
8 toolsTurn approved introductions into personal first emails to buyers.
Warm introductions get a personal first email in their original conversation, and you see the exact message or why it was held.
9 toolsFind likely buyers at companies that match the sales brief.
Get a ranked B2B lead list from a profile you email, with company fit, available work contacts, and links your team can review.
7 toolsFind people to approach at accounts that match the sales brief.
Get a ranked sales lead list from an emailed target account profile, with available work contact details and source links.
7 toolsFind current prospects at named accounts for deal research.
Get a sales lead list with public profile links and role-fit notes when you email the companies and titles you want researched.
7 toolsCheck prospect meeting confirmations and draft replies around conflicts.
Get a reply draft for meeting and appointment confirmations, with calendar differences or scheduling conflicts called out before you send.
5 toolsDraft client RFP responses with approved scope and prices.
Get a tailored RFP proposal draft in your sales inbox, with unanswered requirements clearly marked for review.
4 toolsSend first replies to ad inquiries and flag prospects needing a call.
Your sales team sees which ad leads have a first email queued and which need personal follow-up, right in your lead management platform.
4 toolsReach new prospects with approved copy and see which emails went out.
Your first-contact emails go out across your team's send windows, with opt-outs checked and a dated ledger of the results.
7 tools
