AI-Agents for Account Managers in Construction working with Google Contacts
Google Contacts, the address book built into Gmail, lets you keep track of all your contacts, see when you last interacted with them, and more.
Welcome 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 toolsFollow up on client opportunities without repeating an earlier message.
Keep your sales follow-up process moving with relevant emails at key deal stages and a clear record of every send or hold.
31 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 toolsSee revised quote differences in the deal notes for each account.
See quote changes beside the deal amount your team signed off, with the difference recorded on the deal.
18 toolsSend approved client agreements for signature and confirm invitations.
Your signers get personal signature requests from the final agreement you email, and you get a reply with the invitation wording and their links.
5 toolsSend approved client agreements and log the signing link on the project.
Your client gets the agreement to sign, and you get the request link and send confirmation on the project.
5 tools
