AI-Agents for Business Development Managers in Handoffs working with Microsoft Outlook
Pass on decisions, carry revision notes, open supplier setup. Every one is ready to run, and you can adjust it in plain language.
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.
5 toolsDraft 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.
4 toolsSend 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.
7 toolsIntroduce 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.
5 toolsOpen 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.
5 toolsSubmit 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.
6 toolsLaunch approved introductions to new business prospects.
See first outreach emails queued for your send window, with a clear reason for every prospect left out.
5 tools
