AI-Agents for Consultants in Sales Support working with Zoom
Match property listings, book viewings, draft proposals. Every one is ready to run, and you can adjust it in plain language.
Turn prospect needs into scoped engagement proposals.
Your prospects receive branded business proposals based on their emails and the pricing rules you set.
5 toolsTell clients who covers an engagement and flag urgent project emails.
Your clients hear when their contact returns, and urgent requests reach the colleague covering the inbox.
10 toolsSend approved absence replies and pass pressing client work to the backup.
Your senders hear back while you're away, and your backup sees requests that need attention before you return.
12 toolsDraft client engagement proposals from call notes and agreed fees.
Your business proposal starts with your call recap and lands in your proposal workspace as a draft with the pricing you approved.
10 toolsPrepare an engagement proposal from client needs and approved fees.
Get a business proposal draft shaped by your team's sample, with current costs and a link to review.
Ask prospective clients about quoted engagements when follow-ups come due.
Your quote follow-ups go out when agreed check-in dates come due, and you see who replied or needs a personal touch.
