AI-Agents for Sales Managers
With Agents, Sales Managers can give their teams and key deals more attention.
Send a ranked project list for the team's outreach planning.
Your sales team gets a ranked construction lead list from permit alerts, with project details and reasons to follow up.
5 toolsPrepare RFP proposals for review before client delivery.
Get a tailored RFP proposal draft in your sales inbox, with unanswered requirements clearly marked for review.
4 toolsRelease approved prospect emails and review a dated send ledger.
Your first-contact emails go out across your team's send windows, with opt-outs checked and a dated ledger of the results.
7 toolsKeep reps informed when their promised follow-ups go out.
Your sales call follow-up email reflects your notes and recent replies, with the send result right on the call.
8 toolsSend an approved introduction and log its evidence for review.
Your lead approves a target account, and you get a relevant first email or a clear reason to review it.
5 toolsSend approved prospect emails and report exactly what went out.
Your outreach email template becomes tailored first emails, with prior contacts skipped and a report showing exactly what went out.
5 toolsShow which newly emailed leads still need an owner's personal reply.
Your lead status reflects first outreach, and you get a short list of leads awaiting your personal reply.
5 toolsRecord sent follow-ups and blockers on each prospect activity.
Keep prospect conversations moving with relevant follow-up emails, and see what went out or needs your attention.
19 toolsShow the team which ad inquiries still need a lead match.
Your sales lead list catches up with yesterday's ad inquiries, while your team gets a short chat list of matches and missing details to review.
36 toolsReport deal counts and amounts by stage in the team's chat.
Get answers from your data analysis chatbot when teammates ask about the sales pipeline, with the deal filters behind each figure.
34 toolsAttach the approved scope version to the quote you review.
Your draft quote carries the scope version your team signed off, so approvers can review the right file.
15 toolsShow deal-to-quote differences before sales approval.
See where a revised quote differs from the deal before your reviewer decides. Find the details on the quote and in team chat.
27 tools
