AI-Agents for Business Development Managers in Request Intake working with Microsoft Office 365
Check requests, collect missing files, open approval tasks. Every one is ready to run, and you can adjust it in plain language.
Add qualified company contacts to outreach and flag uncertain matches.
Get qualified contacts into your outreach register, with duplicates and rows needing review clearly marked on the prospect sheet.
11 toolsAdd qualified company contacts to the new business outreach list.
Your outreach register gains qualified prospects from new spreadsheet leads, while the source row tells your team who was added or skipped and why.
8 toolsBuild prospect proposals from approved service estimates.
Get a business proposal in your company template, with the service team's agreed scope and costs ready for your review.
8 toolsKeep sourced prospects ready for new client outreach.
Your outreach list gets contacts with verified work emails and profile links. Your rep gets a clear task when details need review.
