With Agents, Account Executives have more time to build trust and move deals forward.
Label prospect replies needing action and sales notices by purpose.
Spot emails that need a reply or other attention, while your remaining inbox messages get labels that explain their purpose.
Send approved sales agreements for signature and share signer links.
Your agreement reaches the intended signers, and their invitation links return to the email thread that started the request.
Send approved sales agreements to customer signers.
Your agreement reaches the named signers with their own fields, and you get a link showing who received it and in what order.
Match a prospect's meeting to the right sales host's booking page.
Get the right appointment booking link for your invitee note, plus a sentence you can paste without searching every host and meeting type.
Schedule approved prospect follow-up texts at the chosen time.
Your follow-up texts are scheduled for the time you choose, and the contact shows what went out or why a text was held.
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.
Text deal prospects about the next step when follow-up is due.
Keep sales follow-up texts moving: eligible prospects get a timely next step, and your task list shows what went out or needs attention.
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.