AI-Agents for Sales Managers in Handoffs working with Microsoft Excel
Pass on decisions, carry revision notes, open supplier setup. 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 with
25 tools
25 tools
Draft Business Proposal
See unresolved scope and pricing questions before proposals go out.
You get a business proposal draft with costs tied to your service rates and open questions ready for your review.
Works with
29 tools
29 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 with
9 tools
9 tools
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