AI-Agents for Sales Managers working with Holded
The cloud-based tool that has everything you need to manage your company — wherever you are, whenever you need.
Send a Monday snapshot of team deals with a link to the breakdown.
Your sales lead gets a Monday view of open deal counts and values by stage, with the reporting period and any missing amounts clear.
47 toolsSee which prospect follow-ups went out and which deals need attention.
Keep your sales follow-up process moving with relevant emails at key deal stages and a clear record of every send or hold.
31 toolsGive teammates pipeline figures by stage, owner, and date.
Get a sales pipeline report in the same email thread, with the deal count or value and the filters behind it.
33 toolsTurn 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.
25 toolsSpot 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.
20 toolsReport deal counts and amounts by stage in the team's chat.
Get answers from your data analysis chatbot when teammates ask about the sales pipeline, with the deal filters behind each figure.
34 toolsShow deal-to-quote differences before sales approval.
See where a revised quote differs from the deal before your reviewer decides. Find the details on the quote and in team chat.
27 toolsShow 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.
18 toolsSee 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.
18 toolsAdd qualified prospects to the CRM for reps to follow up.
Your sales team gets qualified leads with usable contact details and a clear reason to follow up, while possible duplicates go to review.
23 toolsKeep the team's prospecting list fresh with qualified contacts.
Your team gets CRM contacts with validated work emails and mobile numbers every Monday. See how many candidates were excluded.
30 tools
