AI-Agents for Account Executives in Sales working with Pipefy
The easy button for processes and workflows Easily organize and run all your processes in one place, leaving the inefficient patchwork of apps, forms, spreadsheets and e-mail threads forever in the past
Turn prospect briefs into priced proposal drafts for review.
You get a business proposal draft with costs tied to your service rates and open questions ready for your review.
29 toolsAnswer prospect replies and flag the conversations ready for a meeting.
Get a relevant reply when the next step is open, plus a task that tells your rep what the prospect said and what comes next.
23 toolsAdd the approved scope version to your client's draft quote.
Your draft quote carries the scope version your team signed off, so approvers can review the right file.
15 toolsReopen review when a client's proposal changes after a decision.
Your delivery manager sees changed proposal terms and a pending review before the team moves forward.
11 toolsAdd rejected client proposals to your task list with the reviewer's reason.
Your proposal owners get a revision task in their task list. They can open the proposal and see the reviewer's reason when provided.
13 toolsShow which prospect messages matched the approved copy.
Your outreach email tracking shows what your team actually sent, with approval mismatches assigned to your sales lead for review.
5 toolsText 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.
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