AI-Agents for Account Executives working with Microsoft Dynamics 365 CRM

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 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

Add 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.

Works with15 tools

Show where your revised quote departs from approved terms.

See where a revised quote differs from the deal before your reviewer decides. Find the details on the quote and in team chat.

Works with27 tools

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 with18 tools

Update your draft quote with the scope you just revised.

Your draft quote shows the revised deal scope after sales updates the file on the deal, so reviewers see the right attachment.

Works with6 tools

Send approved deal agreements to signers and log the invitation on the deal.

Your signers get the agreement to sign, and your seller sees the invitation details on the deal.

Works with12 tools

Fill 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.

Works with19 tools

Draft 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.

Works with25 tools

See which buyer order details need correction before signature.

Know whether a buyer order matches your sales quote before the quote goes out for signature.

Works with13 tools

Find 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.

Works with30 tools

Receive 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.

Works with12 tools