AI-Agents for Account Executives working with Microsoft Office 365
Every one is ready to run, and you can adjust it in plain language.
Find local businesses to approach for new accounts.
Get a weekly prospect list in your shared sheet, with duplicate listings removed and any shortfall against your requested count clearly shown.
9 toolsFind new buyer contacts without repeating accounts already in play.
Get a prospecting list with qualified contacts, source links, and a clear account of duplicates or gaps.
9 toolsPrepare a sourced list of businesses to approach in a chosen area.
Get a sales lead list for your chosen industry and area, with source links and published contact details for businesses that fit.
10 toolsFind local business prospects for territory outreach.
Get a territory prospect list with public contact details and review flags, ready for your sales rep to check before outreach.
9 toolsFind new local business prospects for account outreach.
Get fresh local leads in your prospecting sheet every Monday, with available public contact details and Google Maps links for your team to review.
7 toolsIdentify decision makers at target accounts and show how to reach them.
Get a short list of likely buyers at your target companies, with role context and public contact routes in your prospecting sheet.
6 toolsSend approved leads an opening based on their sales notes.
Keep first sales outreach moving from the assigned rep's mailbox, with the exact email and send result visible on the lead.
8 toolsBook 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.
33 toolsEmail 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.
29 toolsDraft 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.
38 toolsDraft prospect proposals from post-call needs and approved rates.
Your prospects receive branded business proposals based on their emails and the pricing rules you set.
5 toolsIntroduce referred prospects using their stated need and log the next step.
New referral leads get an introduction tied to their stated need, and you can see the exact email and next step on the lead.
20 tools
