AI-Agents for Account Managers in Request Intake working with Microsoft Dynamics 365 CRM
Check requests, collect missing files, open approval tasks. Every one is ready to run, and you can adjust it in plain language.
Route Lead Ad Inquiries
See new ad inquiries from existing contacts on their accounts.
Your sales rep gets a clear inquiry and a CRM link. Existing customers keep their account context, and the ad campaign stays visible.
Works with
12 tools
12 tools
Create Support Cases
Open a support case for each flagged customer problem and log its number.
Customer problems reach your support queue, and the case number appears on the account for easy follow-up.
Works with
9 tools
9 tools
Draft Business Proposal
Draft client proposals when opportunity requirements change.
Get a business proposal draft in your company’s format, with costs and open questions ready for your review.
Works with
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