AI-Agents for Business Development in Request Intake
Check requests, collect missing files, open approval tasks. Every one is ready to run, and you can adjust it in plain language.
Turn new opportunity notes into proposals for seller review.
Get a business proposal draft shaped by your team's sample, with current costs and a link to review.
Draft proposals for qualified prospects from agreed project terms.
Get a proposal draft tailored to your prospect and based on your business proposal template. Review the terms before sharing it.
Prepare client proposals from revised opportunity requirements.
Get a business proposal draft in your company’s format, with costs and open questions ready for your review.
Reply to new prospect texts and track open buying questions.
Prospects get a relevant text reply while you're busy, and you see any question that still needs a personal answer.
Turn promising profiles into sourced contacts for client outreach.
Your outreach list gets contacts with verified work emails and profile links. Your rep gets a clear task when details need review.
Send approved new client agreements for signature.
Your client gets a clear signature request with the deadline, and the agreement owner gets a copy of the invitation.
