AI-Agents for Account Managers in Sales in Request Intake
Check requests, collect missing files, open approval tasks. Every one is ready to run, and you can adjust it in plain language.
Draft new project proposals from client requests and approved rates.
You get a business proposal draft with costs tied to your service rates and open questions ready for your review.
29 toolsPrepare client proposals from emailed needs and approved costs.
Your prospects receive branded business proposals based on their emails and the pricing rules you set.
5 toolsSend approved absence replies to clients and flag urgent account needs.
Your clients hear when their contact returns, and urgent requests reach the colleague covering the inbox.
10 toolsReply to client emails and route urgent account requests to the backup.
Your senders hear back while you're away, and your backup sees requests that need attention before you return.
12 toolsBook client check-ins and confirm the meeting by email.
Get meeting requests booked when the time is open, plus answers to schedule questions in the same email thread.
10 toolsWelcome signed clients and receive a copy of each message.
Your new client gets a personal welcome after signing, with clear first steps and a link to share files.
24 toolsPrepare client proposals from discovery notes and approved costs.
Your business proposal starts with your call recap and lands in your proposal workspace as a draft with the pricing you approved.
10 toolsPrepare client proposals that preserve agreed scope and costs.
Get a business proposal in your company template, with the service team's agreed scope and costs ready for your review.
8 toolsFind client meeting times when every needed teammate can join.
Get meeting times your whole host team can offer, with booking links ready to share in the same chat thread.
7 toolsSend approved replies to client questions meant for another team.
Keep misdirected LinkedIn questions moving without writing the same response again. Your team reviews the reply before it goes out.
5 toolsAdd joining links to client check-ins and update their invites.
Guests get a way to join remotely when your calendar invites need one, without you making calls and resending updates by hand.
5 toolsPut the client's submitted scope file on the quote for review.
Your quote approver can review the client's scope beside the draft quote, with the uploaded file attached from the scope form.
9 tools
