AI-Agents for Account Executives working with Microsoft Exchange

Microsoft Exchange Server is a mail server and calendaring server developed by Microsoft.

Build Local Email List

Find public emails for nearby prospects before outreach.

Your local prospect list comes with public business emails and links to the pages where they appear, ready to review in your outreach spreadsheet.

Works with9 tools
Book Lead Meetings

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.

Works with33 tools
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 with29 tools
Draft Initial Outreach Email

Draft a first email connecting a target account's priorities to the offer.

Get a targeted outreach email shaped around your prospect's role and company priorities, with the opening explained before you send it.

Works with38 tools
Send Out-of-Office Replies

Tell clients who covers their account and flag urgent deal emails.

Your clients hear when their contact returns, and urgent requests reach the colleague covering the inbox.

Works with10 tools
Flag Meeting Clashes

Flag prospect meeting invitations that clash with customer calls.

See a meeting clash before you reply, with a private email showing the invitation and any overlapping work commitments.

Works with7 tools
Send Sales Call Follow-Ups

Send prospects a call recap with the agreed next step and timing.

Your prospect gets a short sales call follow-up email with the agreed next step and timing, while you get a copy and any open questions.

Works with25 tools
Label Inbox Emails

Label prospect replies needing action and sales notices by purpose.

Spot emails that need a reply or other attention, while your remaining inbox messages get labels that explain their purpose.

Works with11 tools
Check Quote Concessions

Flag quote concessions that differ from the buyer's email.

See whether a negotiated quote matches the customer's written agreement before it goes to the buyer, with a clear explanation when terms differ.

Works with10 tools
Draft Business Proposal

Draft buyer proposals from call recaps and approved pricing.

Your business proposal starts with your call recap and lands in your proposal workspace as a draft with the pricing you approved.

Works with10 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 Meeting Confirmation Replies

Check prospect meeting confirmations and draft replies around conflicts.

Get a reply draft for meeting and appointment confirmations, with calendar differences or scheduling conflicts called out before you send.

Works with5 tools
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