AI-Agents for Business Development Managers in Client Services

Flag prospect meeting invitations that overlap partner calls.

See a meeting clash before you reply, with a private email showing the invitation and any overlapping work commitments.

Works with7 tools

Turn discovery recaps into proposals for new client work.

Your business proposal starts with your call recap and lands in your proposal workspace as a draft with the pricing you approved.

Works with10 tools

Send approved new-client agreements to the named signer.

Your client gets the agreement to sign, and you get the request link and send confirmation on the project.

Works with5 tools

Draft proposals for new client work from deal requirements.

Your client proposal starts as a draft in your chosen template, with the buyer's needs and approved prices ready for your review.

Works with14 tools