AI-Agents for Account Executives in Sales Operations working with Keap
Keap is your all-in-one CRM, sales and marketing automation software that helps organize leads, land the job, get paid, and keep growing.
Book introductory meetings with new prospects on the rep's calendar.
Your inbound leads get a meeting invitation at the first open time on their rep's calendar, or a follow-up email when no time is open.
33 toolsEmail 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 toolsSend a relevant prospect follow-up when a deal reaches the next stage.
Keep your sales follow-up process moving with relevant emails at key deal stages and a clear record of every send or hold.
31 toolsSee how a revised customer quote compares with the approved deal.
See quote changes beside the deal amount your team signed off, with the difference recorded on the deal.
18 toolsFill company gaps before reaching out to new prospects.
Get fuller company accounts before outreach, with a clear review task for your rep when the employer or facts need a decision.
19 toolsFind decision-makers at target accounts for direct outreach.
Your team gets CRM contacts with validated work emails and mobile numbers every Monday. See how many candidates were excluded.
30 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 toolsGather available contact and company details for prospecting.
Get a research CSV of your LinkedIn prospects, with available CRM details filled in and unclear matches flagged for review.
12 toolsFind new buying-role contacts within assigned accounts to call.
Your reps start each shift with a short call list. Every prospect has a phone number and a reason to reach out.
13 tools
