AI-Agents for Account Executives in Task Tracking working with Close
Close signed tasks, open follow-ups, carry revision notes. Every one is ready to run, and you can adjust it in plain language.
Notify Deal Owners
Email 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.
Works with
29 tools
29 tools
Compare Quote Totals
See 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.
Works with
18 tools
18 tools
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