AI-Agents for Sales Development Representatives in Sales Operations working with Copper

Log replies, send outreach emails, book lead meetings. Every one is ready to run, and you can adjust it in plain language.

Book Lead Meetings

Book inbound leads with their assigned reps for a first meeting.

Your inbound leads get a meeting invitation at the first open time on their rep's calendar, or a follow-up email when no time is open.

Works with33 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
Email Morning Prospect Queue

Find new accounts with timely reasons to start a conversation.

Give your reps a morning queue for outbound sales lead generation. They get fresh companies, buying signals, and roles to research.

Works with16 tools
Update First-Email Status

Identify leads due for personal follow-up after delivery.

Your lead status reflects confirmed first-email delivery. Your sales team sees the sends that still need attention.

Works with34 tools
Build Sales Lead List

Prioritize new companies to approach from a ranked prospect list.

Get a ranked sales lead list on your target profile, with a reason each company fits and accounts your team already works left out.

Works with21 tools
Enter Prospecting Leads

Get a follow-up list of new prospects without duplicate contacts.

Clear the data entry from your lead generation handoff. Your sales team gets new contacts for follow-up and a clear review list.

Works with34 tools
Add Qualified Leads

Put qualified prospects in the CRM with a reason for outreach.

Your sales team gets qualified leads with usable contact details and a clear reason to follow up, while possible duplicates go to review.

Works with23 tools
Build Prospecting Lists

Build a fresh list of reachable buyers for weekly outreach.

Your team gets CRM contacts with validated work emails and mobile numbers every Monday. See how many candidates were excluded.

Works with30 tools
Qualify Lead Ad Contacts

Add qualified ad leads with checked details to the outreach register.

Your outreach register gets qualified lead ad contacts with checked details. Each contact carries the campaign or form that brought them in.

Works with12 tools
Prepare Ad Leads

Prepare 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.

Works with12 tools
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