AI-Agents for Evidence Checking in IT Services working with Holded
Check purchase facts, compare invoices, request missing proof. Every one is ready to run, and you can adjust it in plain language.
Compile CRM Lead List
Compile service prospect lists from existing CRM leads.
Get a lead list from your existing sales records, with duplicates handled and a CSV that links back to the records behind every row.
Works with
25 tools
25 tools
Flag Quote Differences
Show changed service rates or terms in client quotes.
Your reviewer sees what changed in a forwarded quote before deciding whether to approve it, without digging through the deal.
Works with20 tools
20 tools
Compare Deal Terms
Show where revised service quotes change approved project scope.
See where a revised quote differs from the deal before your reviewer decides. Find the details on the quote and in team chat.
Works with
27 tools
27 tools
Published by
Approvals Essentials
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