AI-Agents for Request Intake in Software working with Microsoft Dynamics 365 CRM
Check requests, collect missing files, open approval tasks. Every one is ready to run, and you can adjust it in plain language.
Send approved software agreements for signature and note the invite on the deal.
Your signers get the agreement to sign, and your seller sees the invitation details on the deal.
12 toolsPrepare clean prospect contacts for software sales follow-up.
Clear the data entry from your lead generation handoff. Your sales team gets new contacts for follow-up and a clear review list.
34 toolsMove scored software leads into the sales CRM with their marketing source.
Your sales team gets qualified leads with usable contact details and a clear reason to follow up, while possible duplicates go to review.
23 toolsFind buyers at target accounts for software sales outreach.
Your team gets CRM contacts with validated work emails and mobile numbers every Monday. See how many candidates were excluded.
30 toolsMatch ad inquiries to customer accounts and alert the right sales owner.
Your sales rep gets a clear inquiry and a CRM link. Existing customers keep their account context, and the ad campaign stays visible.
12 toolsOpen cases for flagged product problems and log their numbers on accounts.
Customer problems reach your support queue, and the case number appears on the account for easy follow-up.
9 tools
