AI-Agents for Account Executives working with Microsoft Office 365
Every one is ready to run, and you can adjust it in plain language.
Surface companies outside the roster with an opening for outreach.
Give your reps a morning queue for outbound sales lead generation. They get fresh companies, buying signals, and roles to research.
16 toolsReach approved buyers with a first email tied to their interest.
Your personalized email outreach reaches buyers while their interest is fresh, and your sales lead sees the sends and skips.
8 toolsSend a proposal draft with approved terms for deal review.
Get a business proposal in your company template, with the service team's agreed scope and costs ready for your review.
8 toolsSend a relevant note when a referred prospect has not replied.
Your unanswered introductions get a relevant follow-up when due, and you hear when a referred lead replies.
6 toolsPut prospect questions needing a reply ahead of sales updates.
Start your day with a short inbox summary that puts unanswered requests and deadlines first, with routine updates grouped below.
6 toolsTurn flagged prospect replies into clear tasks due tomorrow.
See your next steps in the flagged-email task list, with action notes and due dates for tomorrow.
6 toolsReach new prospects with approved copy and see which emails went out.
Your first-contact emails go out across your team's send windows, with opt-outs checked and a dated ledger of the results.
7 toolsStart approved prospect conversations with one researched email.
Your lead approves a target account, and you get a relevant first email or a clear reason to review it.
5 toolsSend approved proposals to buyers and get a clear send receipt.
Your RFP proposal goes to the buyer when the package meets their instructions. You get a sent-mail receipt or a clear issue to resolve.
6 toolsAdd video links to prospect meetings and resend invitations.
Guests get a way to join remotely when your calendar invites need one, without you making calls and resending updates by hand.
5 toolsCombine deal PDFs into one proposal packet for the account team.
Get your proposal and supporting PDFs together in the shared account folder, with a link on the deal for your team.
5 toolsReopen review when a client's proposal changes after a decision.
Your delivery manager sees changed proposal terms and a pending review before the team moves forward.
11 tools
