AI-Agents for Sales Operations Managers working with ServiceM8
ServiceM8 is a field service app and small business management platform for your computer, iPhone and iPad. Track staff locations, navigate to jobs, and control your estimates, invoicing, scheduling, safety reports, clients & more.
Book Lead Meetings
Book new leads across rep calendars and log each meeting.
Your inbound leads get a meeting invitation at the first open time on their rep's calendar, or a follow-up email when no time is open.
Works with
33 tools
33 tools
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
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