AI-Agents for Business Development in Handoffs working with Microsoft Outlook
Pass on decisions, carry revision notes, open supplier setup. Every one is ready to run, and you can adjust it in plain language.
Find companies and decision makers for new client pursuits.
Get a ranked B2B lead list from a profile you email, with company fit, available work contacts, and links your team can review.
7 toolsFind decision makers at companies that match the team's target profile.
Get a ranked sales lead list from an emailed target account profile, with available work contact details and source links.
7 toolsFind current contacts at target companies for prospecting.
Get a sales lead list with public profile links and role-fit notes when you email the companies and titles you want researched.
7 toolsKeep local prospect lists current for outreach planning.
Get a fresh territory lead list every Monday. See new prospects and confirmed closures. Review possible duplicates before outreach.
5 toolsSpot local projects early and rank them by fit.
Your sales team gets a ranked construction lead list from permit alerts, with project details and reasons to follow up.
5 toolsDraft new client proposals from buyer RFPs and approved services.
Get a tailored RFP proposal draft in your sales inbox, with unanswered requirements clearly marked for review.
4 toolsReach prospective clients across send windows with approved emails.
Your first-contact emails go out across your team's send windows, with opt-outs checked and a dated ledger of the results.
7 toolsOpen approved target accounts with an email grounded in current research.
Your lead approves a target account, and you get a relevant first email or a clear reason to review it.
5 toolsSend first emails to approved prospects for new client work.
Your outreach email template becomes tailored first emails, with prior contacts skipped and a report showing exactly what went out.
5 toolsSend approved proposals for new business before bids close.
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.
6 toolsLaunch first outreach to approved prospective clients.
See first outreach emails queued for your send window, with a clear reason for every prospect left out.
5 tools
