AI-Agents for Sales Representatives in Handoffs working with Asana
Pass on decisions, carry revision notes, open supplier setup. Every one is ready to run, and you can adjust it in plain language.
Draft prospect proposals with supported prices and questions to resolve.
You get a business proposal draft with costs tied to your service rates and open questions ready for your review.
29 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 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 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 toolsDraft 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.
