AI-Agents for Sales Managers in Handoffs

Pass on decisions, carry revision notes, open supplier setup. Every one is ready to run, and you can adjust it in plain language.

Send First Outreach Emails

Email the sales lead a recap of sends and skipped buyers with reasons.

Your personalized email outreach reaches buyers while their interest is fresh, and your sales lead sees the sends and skips.

Works with8 tools
Build B2B Lead List

Turn emailed buyer profiles into ranked prospect lists.

Get a ranked B2B lead list from a profile you email, with company fit, available work contacts, and links your team can review.

Works with7 tools
Build Sales Lead Lists

Review ranked leads and reasons before the team starts outreach.

Get a ranked sales lead list from an emailed target account profile, with available work contact details and source links.

Works with7 tools
Refresh Local Lead Lists

Review current territory leads and locations that need a closer look.

Get a fresh territory lead list every Monday. See new prospects and confirmed closures. Review possible duplicates before outreach.

Works with5 tools
Build Construction Lead List

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.

Works with5 tools
Draft RFP Proposal

Prepare RFP proposals for review before client delivery.

Get a tailored RFP proposal draft in your sales inbox, with unanswered requirements clearly marked for review.

Works with4 tools
Send Bulk Outreach Emails

Release 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.

Works with7 tools
Send Cold Outreach Email

Send 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.

Works with5 tools
Send First Outreach Emails

Send 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.

Works with5 tools
Reconcile Lead Ad Inquiries

Show 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.

Works with36 tools
Alert Proposal Owners

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
Published by Approvals Essentials
Draft Sales Rejection Reply

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