AI-Agents for Sales Managers

Put the client's scope beside the quote awaiting your approval.

Your quote approver can review the client's scope beside the draft quote, with the uploaded file attached from the scope form.

Works with9 tools

Show quote differences beside the file before approval.

See how a quote differs from the deal your team approved, right in the file comments your reviewer can read.

Works with18 tools

See the quote variance before approving revised pricing.

See quote changes beside the deal amount your team signed off, with the difference recorded on the deal.

Works with18 tools

Keep draft quotes current for scope reviews before approval.

Your draft quote shows the revised deal scope after sales updates the file on the deal, so reviewers see the right attachment.

Works with6 tools

Send rejection comments to the proposal owner after your review.

Your proposal owners get the rejection reason and a link in private chat, so they know what to revise before resubmitting.

Works with6 tools

Show the current client scope beside quotes for approval.

Your quote approver can review the latest client scope beside the proposed terms, with differences called out before they decide.

Works with8 tools

See which team quotes need your review before they go out.

Your sender can see whether a quote has cleared internal review before it goes to a customer. Missing sign-off stays on the document for follow-up.

Works with5 tools

Put eligible leads and unsent first-email drafts in campaigns for review.

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

Works with31 tools

Bring unclear offer rejections to the sales lead for review.

Get a thoughtful sales email reply in your private chat, with the prospect's reason and offer context close at hand before you send it.

Works with25 tools

Build a ranked prospect list for the team's revised target profile.

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

Flag leads that need routing review before sales follow-up.

Your sales lead tracking shows who owns queued leads and whether follow-up can start or sales operations needs to review a gap.

Works with4 tools

Clear quotes for signing when the buyer's order matches.

Know whether a buyer order matches your sales quote before the quote goes out for signature.

Works with13 tools