AI-Agents for Account Executives in Handoffs working with Microsoft Dynamics 365 CRM
Pass on decisions, carry revision notes, open supplier setup. Every one is ready to run, and you can adjust it in plain language.
Email you a link when a proposal on your deal is rejected.
Your deal owners get rejection emails when someone else created the proposal, so they know which offer needs revision.
29 toolsDraft prospect replies using deal history and approved terms.
Your sales email reply draws on the conversation and current deal, with uncertain promises marked for your review before sending.
9 toolsSend approved deal agreements to signers and log the invitation on the deal.
Your signers get the agreement to sign, and your seller sees the invitation details on the deal.
12 toolsDraft a reply that respects a prospect's decision on a deal.
Get a thoughtful sales email reply in your private chat, with the prospect's reason and offer context close at hand before you send it.
25 toolsReceive ad inquiries for owned accounts with the buyer's request.
Your sales rep gets a clear inquiry and a CRM link. Existing customers keep their account context, and the ad campaign stays visible.
12 toolsShow 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 toolsPrepare 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.
