AI-Agents for Activity Reporting working with Microsoft Dynamics 365 CRM
Audit pages, track rankings, compare traffic. Every one is ready to run, and you can adjust it in plain language.
Your sales lead gets a Monday view of open deal counts and values by stage, with the reporting period and any missing amounts clear.
47 toolsYour follow-ups to sales leads go into the original email thread, and replies reach your chat so you can take over.
16 toolsKeep your sales follow-up process moving with relevant emails at key deal stages and a clear record of every send or hold.
31 toolsGet a sales pipeline report in the same email thread, with the deal count or value and the filters behind it.
33 toolsGet a lead list from your existing sales records, with duplicates handled and a CSV that links back to the records behind every row.
25 toolsGet a relevant reply when the next step is open, plus a task that tells your rep what the prospect said and what comes next.
23 toolsYour quiet deals get personal follow-ups based on recent conversations, with a clear report on what was sent and what needs your review.
23 toolsInterested prospects get a personal invitation to talk, and you see exactly what went out or why it was held.
12 toolsYour sales call follow-up email reflects your notes and recent replies, with the send result right on the call.
8 toolsKeep prospect conversations moving with relevant follow-up emails, and see what went out or needs your attention.
19 toolsGet answers from your data analysis chatbot when teammates ask about the sales pipeline, with the deal filters behind each figure.
34 toolsGet a sales pipeline report for the slice you request. Open the matching deals to check the count or value.
8 tools
