AI-Agents for Account Executives in Handoffs working with Salesforce

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.

Works with29 tools

Draft 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.

Works with9 tools

Draft 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.

Works with25 tools

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.

Works with12 tools