AI-Agents for Activity Reporting working with Holded

Your sales lead gets a Monday view of open deal counts and values by stage, with the reporting period and any missing amounts clear.

Works with47 tools

Keep your sales follow-up process moving with relevant emails at key deal stages and a clear record of every send or hold.

Works with31 tools

Get a sales pipeline report in the same email thread, with the deal count or value and the filters behind it.

Works with33 tools

Get a lead list from your existing sales records, with duplicates handled and a CSV that links back to the records behind every row.

Works with25 tools

Get a dated customer balance detail report in your inbox for your weekly receivables review, with open invoices and subtotals grouped by customer.

Works with45 tools

Get answers from your data analysis chatbot when teammates ask about the sales pipeline, with the deal filters behind each figure.

Works with34 tools