AI-Agents for Evidence Checking working with Microsoft Dynamics 365 CRM
Check purchase facts, compare invoices, request missing proof. Every one is ready to run, and you can adjust it in plain language.
Your introduction replies are ready to review in the original thread, and a private chat message points you to the draft.
24 toolsGet a lead list from your existing sales records, with duplicates handled and a CSV that links back to the records behind every row.
25 toolsYour reviewer sees what changed in a forwarded quote before deciding whether to approve it, without digging through the deal.
20 toolsGive your reps a morning queue for outbound sales lead generation. They get fresh companies, buying signals, and roles to research.
16 toolsYour draft quote carries the scope version your team signed off, so approvers can review the right file.
15 toolsSee where a revised quote differs from the deal before your reviewer decides. Find the details on the quote and in team chat.
27 toolsSee how a quote differs from the deal your team approved, right in the file comments your reviewer can read.
18 toolsYour draft quote shows the revised deal scope after sales updates the file on the deal, so reviewers see the right attachment.
6 toolsGet a ranked sales lead list on your target profile, with a reason each company fits and accounts your team already works left out.
21 toolsKnow whether a buyer order matches your sales quote before the quote goes out for signature.
13 toolsYour reps start each shift with a short call list. Every prospect has a phone number and a reason to reach out.
13 tools
