AI-Agents for Client Services in Email Outreach working with Microsoft Office 365
Send first pitches, chase replies, log responses. Every one is ready to run, and you can adjust it in plain language.
Send prepared client emails and show which contacts still need follow-up.
Your prepared outreach emails go out on your chosen day, and replies appear beside contacts in your sheet so you can see who needs follow-up.
12 toolsTurn client requirements into scoped proposals with approved costs.
Your prospects receive branded business proposals based on their emails and the pricing rules you set.
5 toolsSend client birthday emails and record each successful send.
Your contacts receive birthday greetings in the tone you choose, and your contact sheet shows which emails went out and which need review.
20 toolsSend approved client handoffs with files and track each recipient's status.
See every send result beside the recipient's name after you mark a handoff note Ready in your shared folder.
19 toolsDeliver finished client packets to each contact and report failed emails.
Your finished packet goes to the people you name, with a delivery ledger showing failed addresses and messages still pending.
5 tools
