AI-Agents for Sales Managers working with Pipefy
The easy button for processes and workflows Easily organize and run all your processes in one place, leaving the inefficient patchwork of apps, forms, spreadsheets and e-mail threads forever in the past
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.
29 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 toolsKeep prospect replies moving and give reps clear follow-up tasks.
Get a relevant reply when the next step is open, plus a task that tells your rep what the prospect said and what comes next.
23 toolsAttach 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.
15 toolsPut eligible leads and unsent first-email drafts in campaigns for review.
Website inquiries reach your campaign with a relevant email draft. You review the message before anyone sends it.
31 toolsFlag changed or missing approvals for the sales lead to review.
Your outreach email tracking shows what your team actually sent, with approval mismatches assigned to your sales lead for review.
5 tools
