AI-Agents for Sales Development Representatives in Activity Reporting working with Microsoft Office 365

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

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
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 Referral Follow-Ups

Send one timely follow-up on unanswered referred leads.

Your unanswered introductions get a relevant follow-up when due, and you hear when a referred lead replies.

Works with6 tools
Send Bulk Outreach Emails

Send approved first emails to prospects in assigned send windows.

Your first-contact emails go out across your team's send windows, with opt-outs checked and a dated ledger of the results.

Works with7 tools
Send Cold Outreach Email

Send one researched first email to the buyer at an approved account.

Your lead approves a target account, and you get a relevant first email or a clear reason to review it.

Works with5 tools
Send Mail Merge

Send approved prospect emails and track send results by lead.

Your mail merge goes out from the mailbox you choose, and your recipient spreadsheet comes back with results beside every row.

Works with5 tools
Send Mail Merge Emails

Send prospect emails with each contact's details and see send errors.

Your mail merge goes out from your mailbox, and you get a clear report of confirmed emails and contacts that need attention.

Works with5 tools
Schedule First Outreach Emails

Queue first prospect emails after checking prior contact and opt-outs.

See first outreach emails queued for your send window, with a clear reason for every prospect left out.

Works with5 tools
Export Lead Lists

Review exported prospects with missing details called out.

Get a current Excel copy of your saved Sales Navigator lead list, with consistent columns and missing details flagged for your team.

Works with4 tools
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