AI-Agents for Sales Representatives in Request Intake working with Microsoft Office 365
Check requests, collect missing files, open approval tasks. 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 toolsAdd qualified contacts to the outreach register and flag exceptions.
Get qualified contacts into your outreach register, with duplicates and rows needing review clearly marked on the prospect sheet.
11 toolsFind qualified contacts in the register for prospect outreach.
Your outreach register gains qualified prospects from new spreadsheet leads, while the source row tells your team who was added or skipped and why.
8 toolsDraft first emails around each prospect's stated request for review.
Website inquiries reach your campaign with a relevant email draft. You review the message before anyone sends it.
31 toolsTurn saved prospect profiles into verified outreach contacts.
Your outreach list gets contacts with verified work emails and profile links. Your rep gets a clear task when details need review.
