AI-Agents for Account Executives in Sales Support working with Microsoft Dynamics 365 CRM
Match property listings, book viewings, draft proposals. Every one is ready to run, and you can adjust it in plain language.
Send a due lead follow-up in the original email thread.
Your follow-ups to sales leads go into the original email thread, and replies reach your chat so you can take over.
16 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 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 toolsDraft 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.
9 toolsSend deal follow-ups that reflect each prospect's latest reply.
Your quiet deals get personal follow-ups based on recent conversations, with a clear report on what was sent and what needs your review.
23 toolsFollow up on interested leads with an invitation to discuss their inquiry.
Interested prospects get a personal invitation to talk, and you see exactly what went out or why it was held.
12 toolsTurn 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.
8 toolsSend 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.
19 toolsDraft 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.
25 toolsReopen quiet deal talks with a next step tied to the prospect's question.
Keep early sales conversations moving with relevant follow-ups, and see a task when a prospect replies.
6 toolsPrepare a deal proposal with approved costs and visible gaps.
Get a business proposal draft in your company’s format, with costs and open questions ready for your review.
