AI-Agents for Client Services working with Kintone
kintone is a fully integrated social collaboration and customizable business application cloud platform that allows internal and external teams to solve business process inefficiencies through database and work flow-driven custom apps, communication and collaboration. kintone can be used for custom CRM, Project Mangement, SCM and much more.
Turn client project requests into scoped proposal drafts.
You get a business proposal draft with costs tied to your service rates and open questions ready for your review.
29 toolsPrompt owners of client work and list assignments awaiting replies.
Get a morning list of assignments awaiting completion replies. Owners who haven't replied get a due date reminder before the deadline.
9 toolsSend 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 toolsRank client-related replies and pending service follow-ups.
Start your workday with a direct message that puts urgent replies and follow-ups first, with links to the work.
14 toolsPrepare client sprint figures and blocker links for delivery updates.
Your Jira sprint report lands in an Excel workbook every Friday, with progress totals, blocker links, and issue rows you can filter.
13 toolsDeliver shareable site audits for client review.
Get prioritized SEO fixes in your spreadsheet, with page findings and a report link you can share with clients.
7 toolsSend approved client renewals and confirm the invitation time.
Your renewal agreement reaches the right signers before its deadline, and you get an email showing who was invited and when.
26 toolsShow where a supplier quote changes commitments made to the client.
See where a revised supplier quote differs from your signed customer agreement before you decide whether to approve it.
12 toolsRecord reviewer requests on the card used for campaign delivery.
Requests for changes land on your campaign cards, so creators can see reviewer feedback beside the draft.
9 toolsKeep emailed client decisions on the matching proof card.
Your review cards show who made a proof decision and which file they saw. The reply time stays with the decision.
14 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 toolsDraft client proposals from account managers' discovery notes.
Your business proposal starts with your call recap and lands in your proposal workspace as a draft with the pricing you approved.
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