AI-Agents for Sales Managers working with Microsoft Dynamics 365 CRM

Record sent follow-ups and blockers on each prospect activity.

Keep prospect conversations moving with relevant follow-up emails, and see what went out or needs your attention.

Works with19 tools

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

Report 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.

Works with34 tools

Attach the approved scope version to the quote you review.

Your draft quote carries the scope version your team signed off, so approvers can review the right file.

Works with15 tools

Show 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.

Works with27 tools

Show 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.

Works with18 tools

See 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.

Works with18 tools

Keep draft quotes current for scope reviews before approval.

Your draft quote shows the revised deal scope after sales updates the file on the deal, so reviewers see the right attachment.

Works with6 tools

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

Build a ranked prospect list for the team's revised target profile.

Get a ranked sales lead list on your target profile, with a reason each company fits and accounts your team already works left out.

Works with21 tools

Clear quotes for signing when the buyer's order matches.

Know whether a buyer order matches your sales quote before the quote goes out for signature.

Works with13 tools

Add 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.

Works with23 tools