AI-Agents for Sales Development Representatives in Handoffs working with monday.com
Pass on decisions, carry revision notes, open supplier setup. Every one is ready to run, and you can adjust it in plain language.
Show what ad respondents asked for before outreach.
Your sales coordinator sees the customer's request and ad source on the linked contact, with a clear status for follow-up or review.
4 toolsReview 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.
4 toolsPrepare assigned ad leads for first contact.
Your sales team gets ad leads with clear owners and follow-up tasks, while leads with missing details go to your chosen review owner.
12 toolsBuild sourced prospect lists for new outbound campaigns.
Get an email lead list of verified work contacts, with source links and a CSV you can review before outreach.
Find prospects and decision makers for outbound outreach.
Get a ranked small business or healthcare lead list for your territory. See contacts, sources, and reasons to prioritize each account.
Reply to new inbound leads and mark questions for a sales owner.
Your prospects get a useful first reply when your guidance covers their question, and you can spot threads that need your answer.
Send prospecting emails and due follow-ups, then flag replies.
Keep your sales outreach moving with personalized emails, due follow-ups, and a daily recap of replies that need you.
