AI-Agents for Sales Coordinators in Handoffs working with Microsoft Office 365

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

Refresh the lead sheet and send the sales owner a weekly update.

Get a refreshed sales lead sheet every Monday, plus a short report of new prospects and entries that need review.

Works with9 tools

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

Put verified short links in a list sales reps can copy.

Give your sales team a copyable list of custom short links for each ready sales kit, with destination conflicts called out for review.

Works with7 tools

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 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

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

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

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

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

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

Put the deal's proposal PDFs into one account folder packet.

Get your proposal and supporting PDFs together in the shared account folder, with a link on the deal for your team.

Works with5 tools