AI-Agents for Sales Development Representatives working with Microsoft Dynamics 365 CRM

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

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

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

Answer outreach replies and hand over prospects ready to meet.

Get a relevant reply when the next step is open, plus a task that tells your rep what the prospect said and what comes next.

Works with23 tools

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

Identify imported prospects who still need a first email.

See which imported leads got a first email and which still need your personal follow-up, with uncertain matches ready for your review.

Works with11 tools

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

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

Log first outreach to new leads and flag follow-ups still owed.

Your CRM shows when a rep first emailed a lead and whether follow-up is owed, with uncertain matches sent to the rep for review.

Works with11 tools

Follow up after an initial call without repeating a sent email.

Your sales call follow-up email reflects your notes and recent replies, with the send result right on the call.

Works with8 tools

Follow up with prospects who have not answered the last email.

Keep prospect conversations moving with relevant follow-up emails, and see what went out or needs your attention.

Works with19 tools

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