AI-Agents for Sales Managers in Handoffs working with Microsoft Office 365
Pass on decisions, carry revision notes, open supplier setup. Every one is ready to run, and you can adjust it in plain language.
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.
25 toolsSee 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.
29 toolsReceive 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.
9 toolsShow the first email or hold reason on each approved lead.
Keep first sales outreach moving from the assigned rep's mailbox, with the exact email and send result visible on the lead.
8 toolsGive new leads a first reply and show the team what needs follow-up.
Your website leads get a helpful first reply, and your sales team sees the questions and contact details it still needs.
49 toolsAlert your deal owners when rejected proposals need their attention.
Your deal owners get rejection emails when someone else created the proposal, so they know which offer needs revision.
29 toolsSend timely introductions to the team's new referrals and record each one.
New referral leads get an introduction tied to their stated need, and you can see the exact email and next step on the lead.
20 toolsEmail a ranked lead list for assigning buyer and seller follow-up.
Your team gets a real estate lead list every evening, with repeat visitors combined and clear follow-up requests at the top.
38 toolsEmail 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.
8 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 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 toolsSchedule the team's approved first emails and report exclusions.
See first outreach emails queued for your send window, with a clear reason for every prospect left out.
5 tools
