AI-Agents for Sales Operations Specialists in Handoffs working with Heyflow
Pass on decisions, carry revision notes, open supplier setup. Every one is ready to run, and you can adjust it in plain language.
Draft Business Proposal
Match proposal pricing to approved services and flag exceptions.
You get a business proposal draft with costs tied to your service rates and open questions ready for your review.
Works with
29 tools
29 tools
Route Lead Ad Inquiries
Check ad leads against CRM accounts before assigning sales owners.
Your sales rep gets a clear inquiry and a CRM link. Existing customers keep their account context, and the ad campaign stays visible.
Works with
12 tools
12 tools
Log Lead Ad Responses
Prevent duplicate ad leads and flag uncertain contact matches.
Your customer lead list shows requested service, timing, and clear contact matches, with missing answers flagged before outreach.
Works with
9 tools
9 tools
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