Evidence Checking AI-Agents for Sales Managers in Software

Check purchase facts, compare invoices, request missing proof. Every one is ready to run, and you can adjust it in plain language.

Draft and Send Outreach

Queue prospect drafts for approval and log each approved send.

Your automated outreach starts with buyers who fit your profile. Review tailored emails before sending, then see every message and result in your sheet.

Works with25 tools
Write Outreach Subject Lines

Put role-aware subject options before reps for review.

Choose from three subject lines grounded in your draft and recipient's role, with complete emails ready for review.

Works with16 tools
Check Quote Prices

Approve quotes within allowed rates or request corrections.

Keep customer quotes aligned with your current rate sheet, and give sellers clear price corrections when a quote needs work.

Works with9 tools
Refresh Sales Lead Sheet

Receive the updated lead sheet and a summary of changes.

Get a refreshed sales lead sheet every Monday, plus a short report of new prospects and entries that need review.

Works with9 tools
Build Sales Lead Lists

Fill the team's prospecting gaps with leads ready to review.

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 Territory Lead List

Build a screened account list before assigning territory prospecting.

Get a territory sales lead list with fit evidence and a suggested buyer. Your current customer list helps keep existing accounts out.

Works with8 tools
Shortlist Sales Prospects

Keep the team's prospect list focused on new, qualified people.

Get new sales prospects in your sheet each weekday, with profile links and notes that explain why they fit your chosen criteria.

Works with7 tools
Find Sales Leads

Prepare sourced contact lists for reps prospecting named accounts.

Get a short list of likely buyers at your target companies, with role context and public contact routes in your prospecting sheet.

Works with6 tools
Compile CRM Lead List

Turn emailed lead criteria into a prioritized, source-linked CSV.

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
Flag Quote Differences

Spot changed quote terms before approving a customer offer.

Your reviewer sees what changed in a forwarded quote before deciding whether to approve it, without digging through the deal.

Works with20 tools
Build Campaign Lead Lists

Turn campaign requests into shared lists with counts and gaps.

Your team gets a shared Sales Navigator lead list with fit notes and suggested owners based on the rules you choose.

Works with7 tools
Check Quote Concessions

Approve quotes only when concessions match the buyer's email.

See whether a negotiated quote matches the customer's written agreement before it goes to the buyer, with a clear explanation when terms differ.

Works with10 tools
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