AI-Agents for Sales Representatives in Business Development in Request Intake
Check requests, collect missing files, open approval tasks. Every one is ready to run, and you can adjust it in plain language.
Find qualified contacts in the register for prospect outreach.
Your outreach register gains qualified prospects from new spreadsheet leads, while the source row tells your team who was added or skipped and why.
8 toolsDraft buyer RFP responses with approved offerings and prices.
Get a tailored RFP proposal draft in your sales inbox, with unanswered requirements clearly marked for review.
4 toolsPrepare lead-specific first emails for prospect campaigns.
Get campaign members and tailored email drafts ready for review when you mark leads Ready, while holding opt-outs and duplicates.
4 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 toolsPrepare checked trade show contacts for sales follow-up.
Your outreach list gets qualified trade show prospects with checked card details and the show recorded as their source.
Prepare 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 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.
Answer prospect texts and track questions needing a personal reply.
Prospects get a relevant text reply while you're busy, and you see any question that still needs a personal answer.
Turn saved prospect profiles into verified outreach contacts.
Your outreach list gets contacts with verified work emails and profile links. Your rep gets a clear task when details need review.
Send approved customer agreements with a short signing note.
Your client gets a clear signature request with the deadline, and the agreement owner gets a copy of the invitation.
