AI-Agents for Account Executives working with Microsoft Office 365
Every one is ready to run, and you can adjust it in plain language.
Keep the latest client scope beside quotes awaiting approval.
Your quote approver can review the latest client scope beside the proposed terms, with differences called out before they decide.
8 toolsMatch a prospect's meeting to the right sales host's booking page.
Get the right appointment booking link for your invitee note, plus a sentence you can paste without searching every host and meeting type.
8 toolsFind company sites and work emails for accounts to approach.
Your prospect list gains company websites and likely work emails, with uncertain matches marked for your team to review.
5 toolsCheck work emails before contacting potential clients.
Your prospect list comes back with distinct, deliverable work emails and a clear list of people who still need manual research.
6 toolsCheck a new buyer's work email before starting a conversation.
Get a checked work email in your research chat. See the employer domain and verification details, or why no match passed.
6 toolsCheck buyer contact details before reaching out.
Your prospect list gets usable work emails, supported phone numbers, and clear notes when a match needs your review.
4 toolsSchedule first emails to approved accounts without repeat outreach.
See first outreach emails queued for your send window, with a clear reason for every prospect left out.
5 toolsFill target-account email gaps with sourced public addresses.
Your prospect list shows emails published on company contact pages, with links to their sources or a clear reason no address was added.
Add qualified contacts from saved profiles to the outreach list.
Your outreach list gets contacts with verified work emails and profile links. Your rep gets a clear task when details need review.
