AI-Agents for Sales Coordinators in Handoffs working with Gmail

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

Export Lead Lists

Deliver a clean, ranked lead list to the requesting rep.

Your saved prospect search becomes a ranked lead list in a spreadsheet after you email its link.

Works with12 tools
Upload Qualified Leads

Give sales reps a prospect list without repeat or off-target contacts.

Your sales team gets a shared lead list with qualified new contacts. Your campaign team gets row numbers and reasons for every row left out.

Works with9 tools
Send First Outreach Emails

Keep first-email results visible on approved leads for rep follow-up.

Keep first sales outreach moving from the assigned rep's mailbox, with the exact email and send result visible on the lead.

Works with8 tools
Send New Lead Emails

Send first replies to website leads and flag details sales still needs.

Your website leads get a helpful first reply, and your sales team sees the questions and contact details it still needs.

Works with49 tools
Draft and Send Proposals

Turn prospect emails into proposals ready to send.

Your prospects receive branded business proposals based on their emails and the pricing rules you set.

Works with5 tools
Email New Referral Leads

Send first emails to referred leads and keep the next step on each lead.

New referral leads get an introduction tied to their stated need, and you can see the exact email and next step on the lead.

Works with20 tools
Compile CRM Lead List

Prepare a clean lead list from the manager's email request.

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
Rank Real Estate Leads

Combine repeat form entries into one daily lead list.

Your team gets a real estate lead list every evening, with repeat visitors combined and clear follow-up requests at the top.

Works with38 tools
Send Seller Lead Emails

Follow up on seller leads and brief Agents on each inquiry.

Give homeowners a relevant first reply while your sales Agent gets the property details and questions needed for the next conversation.

Works with35 tools
Build Campaign Lead Lists

Combine saved prospects into one list for the sales team.

Your team gets a shared Sales Navigator lead list with fit notes and suggested owners based on the rules you choose.

Works with7 tools
Send Working Booking Link

Find a working prospect meeting link for the same sales host.

Get a checked replacement for an invitee's booking link, with the right host and meeting type, or a clear reason to follow up.

Works with6 tools
Clean Lead Submissions

Clean new lead entries and email contact details to the sales team.

Your lead tracker gets clean contact details and a follow-up status, while your sales team gets the details by email.

Works with7 tools
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