AI-Agents for Sales Operations Specialists 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
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.
29 toolsAttach the approved scope version to the draft quote for review.
Your draft quote carries the scope version your team signed off, so approvers can review the right file.
15 toolsVerify lead emails and add qualified people to the right campaign.
Website inquiries reach your campaign with a relevant email draft. You review the message before anyone sends it.
31 toolsCheck new inquiry emails and flag repeats in the lead tracker.
Get a clear pass or review result for contact form leads before sales follows up, with a reason for addresses that need a closer look.
33 tools
