AI-Agents for Business Development Managers in Handoffs working with Microsoft Dynamics 365 CRM

Build a prospect list around the requested territory and fit.

Get a lead list from your existing sales records, with duplicates handled and a CSV that links back to the records behind every row.

Works with25 tools

Draft replies that connect prospect questions to the current proposal.

Your sales email reply draws on the conversation and current deal, with uncertain promises marked for your review before sending.

Works with9 tools

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

Turn updated prospect needs into a proposal ready for review.

Get a business proposal draft in your company’s format, with costs and open questions ready for your review.

Works with