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.
Show which ad leads are ready to contact and create follow-up tasks.
Your sales team gets ad leads with clear owners and follow-up tasks, while leads with missing details go to your chosen review owner.
12 toolsDraft a new client proposal from discovery notes and approved costs.
Get a business proposal draft shaped by your team's sample, with current costs and a link to review.
Prepare quote discount replies for review before answering buyers.
Get an email reply draft when a customer asks for a discount. Review the offer or decline against your rules before you send it.
Find verified contacts at companies worth pursuing.
Get an email lead list of verified work contacts, with source links and a CSV you can review before outreach.
Build a ranked account list for territory outreach.
Get a ranked small business or healthcare lead list for your territory. See contacts, sources, and reasons to prioritize each account.
Draft prospect proposals for review from deal notes and approved terms.
Get a proposal draft tailored to your prospect and based on your business proposal template. Review the terms before sharing it.
Prepare a deal proposal with approved costs and visible gaps.
Get a business proposal draft in your company’s format, with costs and open questions ready for your review.
Answer prospect emails in context and flag deal questions for review.
Your prospects get a useful first reply when your guidance covers their question, and you can spot threads that need your answer.
Send tailored first emails and follow-ups to potential buyers.
Keep your sales outreach moving with personalized emails, due follow-ups, and a daily recap of replies that need you.
Answer buyer texts with deal context and flag unresolved questions.
Prospects get a relevant text reply while you're busy, and you see any question that still needs a personal answer.
Send approved deal agreements for signature and confirm the recipient.
Your signer gets an online signature request for the agreement PDF, and you get the recipient and send date in the original email thread.
6 toolsDraft deal replies that reflect prior conversations.
Get a reply draft in the original email conversation when you're unsure what to say, with the earlier exchange taken into account.
