AI-Agents for Sales Development Representatives in Sales Operations in Data Quality working with monday.com

Check forms for missing details, return them for correction. Every one is ready to run, and you can adjust it in plain language.

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
Build Prospect Lists

Prepare sourced company prospects for first contact.

Your team gets a sourced prospect list in its shared spreadsheet, with duplicates removed and uncertain company or contact details marked for review.

Works with8 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
Add Qualified Contacts

Add qualified prospects to outreach and flag duplicates before contact.

Get qualified contacts into your outreach register, with duplicates and rows needing review clearly marked on the prospect sheet.

Works with11 tools
Build Sales Lead Lists

Find new people to approach in the requested market gap.

Get a sourced list of prospects for the markets your team wants to reach, with fit notes in your spreadsheet for outreach decisions.

Works with11 tools
Build Prospect Lists

Build weekly lists of local businesses to contact.

Get a weekly prospect list in your shared sheet, with duplicate listings removed and any shortfall against your requested count clearly shown.

Works with9 tools
Build Territory Prospect List

Build territory prospect lists and flag leads for review.

Get a territory prospect list with public contact details and review flags, ready for your sales rep to check before outreach.

Works with9 tools
Add Qualified Prospects

Add qualified prospects to the outreach register before first contact.

Your outreach register gains qualified prospects from new spreadsheet leads, while the source row tells your team who was added or skipped and why.

Works with8 tools
Send New Lead Emails

Reply to inbound leads and ask the next question needed to qualify them.

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

Works with49 tools
Update Lead Follow-Up Status

See which form leads need a first email or personal follow-up.

Your Zoho CRM leads show whether someone sent a first reply, and owners get a clear task when outreach is still due.

Works with15 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
Add Leads to Campaigns

Prepare verified campaign leads with first-email drafts for outreach.

Website inquiries reach your campaign with a relevant email draft. You review the message before anyone sends it.

Works with31 tools
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