AI-Agents for Evidence Checking in Software working with Pipedrive

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

Sort software prospects by territory and fit for outreach.

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 with25 tools
Flag Quote Differences

Flag subscription price or term changes before quote approval.

Your reviewer sees what changed in a forwarded quote before deciding whether to approve it, without digging through the deal.

Works with20 tools
Compare Deal Terms

Flag quote discounts that differ from approved software deals.

See where a revised quote differs from the deal before your reviewer decides. Find the details on the quote and in team chat.

Works with27 tools
Published by Approvals Essentials
Annotate Quote Differences

Flag quote terms that differ from approved software deals.

See how a quote differs from the deal your team approved, right in the file comments your reviewer can read.

Works with18 tools
Build Sales Lead List

Surface software prospects that fit the profile and avoid active accounts.

Get a ranked sales lead list on your target profile, with a reason each company fits and accounts your team already works left out.

Works with21 tools
Enrich LinkedIn Prospects

Turn software sales prospects into enriched CRM records and a research CSV.

Get a research CSV of your LinkedIn prospects, with available CRM details filled in and unclear matches flagged for review.

Works with12 tools
Find Inside Sales Leads

Find software buyers at assigned accounts and give reps reasons to call.

Your reps start each shift with a short call list. Every prospect has a phone number and a reason to reach out.

Works with13 tools
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