AI-Agents for Account Executives in Sales Support

Match property listings, book viewings, draft proposals. Every one is ready to run, and you can adjust it in plain language.

Draft Business Proposal

Send a proposal draft with approved terms for deal review.

Get a business proposal in your company template, with the service team's agreed scope and costs ready for your review.

Works with8 tools
Send Referral Follow-Ups

Send a relevant note when a referred prospect has not replied.

Your unanswered introductions get a relevant follow-up when due, and you hear when a referred lead replies.

Works with6 tools
Send Sales Follow-Up Emails

Follow up with quiet prospects in the original sales thread.

Your sales follow-up emails go out when due if prospects stay quiet, and their replies stand out in your inbox.

Works with6 tools
Draft RFP Proposal

Draft client RFP responses with approved scope and prices.

Get a tailored RFP proposal draft in your sales inbox, with unanswered requirements clearly marked for review.

Works with4 tools
Send Call Follow-Up Emails

Turn discovery call notes into a relevant prospect email.

Your sales call follow-up email reflects your notes and recent replies, with the send result right on the call.

Works with8 tools
Send RFP Proposals

Send approved proposals to buyers and get a clear send receipt.

Your RFP proposal goes to the buyer when the package meets their instructions. You get a sent-mail receipt or a clear issue to resolve.

Works with6 tools
Send Sales Follow-Up Emails

Keep deal conversations moving with a timely question in the same thread.

Keep sales follow-up emails moving on the dates you choose. See the exact text sent or why a prospect thread needs your attention.

Works with4 tools
Send Sales Follow-Up Emails

Send due follow-ups on open deals and log what went out.

Keep prospect conversations moving with relevant follow-up emails, and see what went out or needs your attention.

Works with19 tools
Send LinkedIn Replies

Send approved replies to support requests sent to a sales contact.

Keep misdirected LinkedIn questions moving without writing the same response again. Your team reviews the reply before it goes out.

Works with5 tools
Merge Proposal PDFs

Combine deal PDFs into one proposal packet for the account team.

Get your proposal and supporting PDFs together in the shared account folder, with a link on the deal for your team.

Works with5 tools
Send Approved Proposals

Send approved proposals to prospects and confirm the link is active.

Your proposals reach prospects with a personal note, while sales gets the active link and a record of what went out.

Works with4 tools
Draft RFP Answers

Draft buyer RFP answers for review before submission.

Get a response draft your sales team can review, with answers backed by your company documents and gaps clearly marked.

Works with