AI-Agents for Sales Representatives in Handoffs
Pass on decisions, carry revision notes, open supplier setup. Every one is ready to run, and you can adjust it in plain language.
Receive a ranked prospect list in the original request thread.
Get a ranked sales lead list from an emailed target account profile, with available work contact details and source links.
7 toolsTurn emailed company and title targets into a checked lead list.
Get a sales lead list with public profile links and role-fit notes when you email the companies and titles you want researched.
7 toolsGet a current territory lead list with new matches called out.
Get a fresh territory lead list every Monday. See new prospects and confirmed closures. Review possible duplicates before outreach.
5 toolsShow which permit projects merit outreach and why.
Your sales team gets a ranked construction lead list from permit alerts, with project details and reasons to follow up.
5 toolsCheck buyer meeting confirmations and draft replies about conflicts.
Get a reply draft for meeting and appointment confirmations, with calendar differences or scheduling conflicts called out before you send.
5 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 toolsSend approved prospect emails from assigned accounts without repeats.
Your first-contact emails go out across your team's send windows, with opt-outs checked and a dated ledger of the results.
7 toolsStart buyer conversations with saved listing facts and a viewing invitation.
Your buyer leads get a personal first reply about the home they asked about, while your sales Agent sees questions that need a closer look.
4 toolsWrite and send a sourced first email from the assigned rep's address.
Your lead approves a target account, and you get a relevant first email or a clear reason to review it.
5 toolsStart prospect conversations from an approved email template.
Your outreach email template becomes tailored first emails, with prior contacts skipped and a report showing exactly what went out.
5 toolsSend approved bids to the right buyer and receive the send details.
Your RFP proposal goes to the buyer when the package meets their instructions. You get a sent-mail receipt or a clear issue to resolve.
6 toolsEmail approved proposal links to prospects and confirm each send.
Your proposals reach prospects with a personal note, while sales gets the active link and a record of what went out.
4 tools
