Activity Reporting AI-Agents for Sales Development Representatives in Software working with Zoom

Audit pages, track rankings, compare traffic. Every one is ready to run, and you can adjust it in plain language.

Draft and Send Outreach

Find matching buyers and queue personalized first emails for review.

Your automated outreach starts with buyers who fit your profile. Review tailored emails before sending, then see every message and result in your sheet.

Works with25 tools
Export Lead Lists

Turn saved searches into unique prospects ordered for outreach.

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

Works with12 tools
Refresh Sales Lead Sheet

Keep outreach prospects current as their roles or companies change.

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

Works with9 tools
Follow Up With Leads

Send a second note only when the prospect has not replied.

Your follow-ups to sales leads go into the original email thread, and replies reach your chat so you can take over.

Works with16 tools
Send First Outreach Emails

Check prior contact before sending a tailored first email.

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
Compile CRM Lead List

Deliver a territory lead list with links to source records.

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
Send Sales Call Follow-Ups

Recap discovery calls with the agreed next step and timing.

Your prospect gets a short sales call follow-up email with the agreed next step and timing, while you get a copy and any open questions.

Works with25 tools
Send Sales Meeting Follow-Up

Send prospects the promised material after discovery calls.

Your prospect gets a sales meeting follow-up email with the promised material and agreed next step, and you stay copied.

Works with9 tools
Email Lead List

Send first emails to prospect lists and flag contacts needing review.

Your first-contact emails go out to eligible leads, with send times and contacts needing review in one reply.

Works with12 tools
Build Campaign Lead Lists

See campaign leads with suggested owners and next steps.

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 First Outreach Emails

Send approved prospects a first email while their interest is fresh.

Your personalized email outreach reaches buyers while their interest is fresh, and your sales lead sees the sends and skips.

Works with8 tools
Send Sales Follow-Up Emails

Invite interested prospects to book their first sales conversation.

Interested prospects get a personal invitation to talk, and you see exactly what went out or why it was held.

Works with12 tools
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