AI-Agents for Sales Operations Managers in Decision Logging working with Keap
Copy decisions to tasks, tell owners about rejections, pass on revision notes. Every one is ready to run, and you can adjust it in plain language.
Notify Deal Owners
Route proposal rejection emails to the responsible deal owners.
Your deal owners get rejection emails when someone else created the proposal, so they know which offer needs revision.
Works with
29 tools
29 tools
Compare Quote Totals
Keep quote price changes visible in the deal notes.
See quote changes beside the deal amount your team signed off, with the difference recorded on the deal.
Works with
18 tools
18 tools
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