AI-Agents for Sales Representatives in Handoffs working with monday.com
Pass on decisions, carry revision notes, open supplier setup. Every one is ready to run, and you can adjust it in plain language.
Draft 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 toolsShow 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.
Draft price replies without promising unapproved concessions.
You get a reply ready to review in the customer's conversation, with a flag when the price needs a decision.
Draft customer replies without promising an unauthorized price.
Get an email reply draft when a customer asks for a discount. Review the offer or decline against your rules before you send it.
Build verified contact lists for sales outreach.
Get an email lead list of verified work contacts, with source links and a CSV you can review before outreach.
Build a sourced lead list for your territory plan.
Get a ranked small business or healthcare lead list for your territory. See contacts, sources, and reasons to prioritize each account.
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.
Send a first answer to new leads and flag questions needing a personal reply.
Your prospects get a useful first reply when your guidance covers their question, and you can spot threads that need your answer.
