AI-Agents for Sales Representatives in Approvals
Check requests, surface missing proof, chase decisions. Every one is ready to run, and you can adjust it in plain language.
Send approved customer agreements for signature and note the invite on the deal.
Your signers get the agreement to sign, and your seller sees the invitation details on the deal.
12 toolsShow which sent prospect emails failed.
See reported delivery results beside the exact outreach email your team approved. Your register flags failed and unmatched sends for review.
5 toolsQueue personalized first emails to prospects cleared for contact.
See first outreach emails queued for your send window, with a clear reason for every prospect left out.
5 toolsDraft customer proposals from deal needs and approved prices.
Your client proposal starts as a draft in your chosen template, with the buyer's needs and approved prices ready for your review.
14 toolsDraft first emails using account notes and a reason to reach out.
Your reps get a tailored first email draft and a clear reason to reach out, ready to review on the prospect's contact.
12 toolsFind contacts whose current jobs fit a new sales prospecting brief.
Get a business contact list that fits your buyer profile, with source links and clear flags for matches you should review.
4 toolsDraft first answers to buyers' questions for review.
Get a suggested first reply in your private review chat, alongside the customer's question and any detail that needs your judgment.
22 toolsPrepare a proposal for a prospect using the approved sample.
Get a business proposal draft shaped by your team's sample, with current costs and a link to review.
Draft price replies without promising unapproved concessions.
You get a reply ready to review in the customer's conversation, with a flag when the price needs a decision.
Draft customer replies without promising an unauthorized price.
Get an email reply draft when a customer asks for a discount. Review the offer or decline against your rules before you send it.
Refresh first emails in pending prospecting sequences before launch.
Your cold outreach emails reflect the revised pitch before launch, with specific reasons for contacting each audience ready for review.
Draft client proposals for review with approved scope and price.
Get a proposal draft tailored to your prospect and based on your business proposal template. Review the terms before sharing it.
