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.
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 toolsPrepare a courteous answer to a declined offer for review.
Get a thoughtful sales email reply in your private chat, with the prospect's reason and offer context close at hand before you send it.
25 toolsPlace prepared leads with reps who can follow up.
Your sales lead tracking shows who owns queued leads and whether follow-up can start or sales operations needs to review a gap.
4 toolsFind the right sales meeting link for a prospect follow-up.
Get the right appointment booking link for your invitee note, plus a sentence you can paste without searching every host and meeting type.
8 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 toolsMark assigned leads ready for follow-up when details are complete.
Your sales lead tracker shows which leads are ready for follow-up and which need a routing decision, with links in a dated task.
6 toolsShow the ad request and checked contact details before follow-up.
Your sales coordinator sees the customer's request and ad source on the linked contact, with a clear status for follow-up or review.
4 toolsBuild a sourced list of local businesses in the requested territory.
Get a local business lead list with addresses and source links, screened for industry fit and repeat listings before your outreach.
Show whom to call first and why each person fits.
Your callers get a current consumer lead list with reasons to call. You choose the audience and what matters most.
Draft 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.
