AI-Agents for Business Development Managers in Handoffs

Pass on decisions, carry revision notes, open supplier setup. Every one is ready to run, and you can adjust it in plain language.

Compile Profile Lead Lists

Find current contacts at target companies for new business.

Get a sales lead list with public profile links and role-fit notes when you email the companies and titles you want researched.

Works with7 tools
Refresh Local Lead Lists

Spot new local prospects and confirmed closures in each territory.

Get a fresh territory lead list every Monday. See new prospects and confirmed closures. Review possible duplicates before outreach.

Works with5 tools
Build Construction Lead List

Sort permit alerts into projects worth pursuing.

Your sales team gets a ranked construction lead list from permit alerts, with project details and reasons to follow up.

Works with5 tools
Draft RFP Proposal

Draft proposals for new client opportunities from buyer RFPs.

Get a tailored RFP proposal draft in your sales inbox, with unanswered requirements clearly marked for review.

Works with4 tools
Send Bulk Outreach Emails

Send approved first contacts to prospective clients across team windows.

Your first-contact emails go out across your team's send windows, with opt-outs checked and a dated ledger of the results.

Works with7 tools
Send Cold Outreach Email

Introduce the firm to approved accounts with a sourced first email.

Your lead approves a target account, and you get a relevant first email or a clear reason to review it.

Works with5 tools
Send First Outreach Emails

Open conversations with approved prospects using account notes.

Your outreach email template becomes tailored first emails, with prior contacts skipped and a report showing exactly what went out.

Works with5 tools
Send RFP Proposals

Submit approved bids for new clients before their deadlines.

Your RFP proposal goes to the buyer when the package meets their instructions. You get a sent-mail receipt or a clear issue to resolve.

Works with6 tools
Request Partner Signatures

Send approved partnership agreements to their signers.

Your signers receive the partner agreement after final approval, and you see their invitation links beside the approval.

Works with6 tools
Send Approved Proposals

Share approved proposals with prospects and keep the sent details.

Your proposals reach prospects with a personal note, while sales gets the active link and a record of what went out.

Works with4 tools
Send Signature Request

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 Sales Rejection Reply

Draft a reply when a prospect declines a new business proposal.

Get a thoughtful sales email reply in your private chat, with the prospect's reason and offer context close at hand before you send it.

Works with25 tools