AI-Agents for Account Executives working with Tally

Turn prospect briefs into priced proposal drafts for review.

You get a business proposal draft with costs tied to your service rates and open questions ready for your review.

Works with29 tools

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

Attach the client's scope before the quote reaches approval.

Your quote approver can review the client's scope beside the draft quote, with the uploaded file attached from the scope form.

Works with9 tools

Add verified buyer contacts and tailored messages to a campaign.

See verified leads and tailored messages in your paused campaign, ready for review before outreach begins.

Works with22 tools