AI-Agents for Sales Representatives in Handoffs working with Gmail

Get 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.

Works with5 tools

Show 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.

Works with5 tools

Check 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.

Works with5 tools

Draft 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.

Works with4 tools

Send 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.

Works with7 tools

Start 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.

Works with4 tools

Write 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.

Works with5 tools

Start 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.

Works with5 tools

Send 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.

Works with6 tools