AI-Agents for Sales
Agents help Sales teams track deals and prepare customer commitments.
Find new businesses in target areas for prospect lists.
Your business listing list grows with new, source-linked businesses from local directories, while possible duplicates stay ready for your review.
Fill missing prospect details and flag leads needing review.
Your local prospect list gains sourced contact details and services, with lookalike businesses and missing facts flagged for your review.
Export saved leads with missing details marked for review.
Get a current Excel copy of your saved Sales Navigator lead list, with consistent columns and missing details flagged for your team.
4 toolsPrepare rep-owned call lists from assigned accounts before each shift.
Your reps start each shift with a short call list. Every prospect has a phone number and a reason to reach out.
13 toolsGive assigned reps ad leads with checked contact details and tasks.
Your sales team gets ad leads with clear owners and follow-up tasks, while leads with missing details go to your chosen review owner.
12 toolsRank eligible prospects for callers by campaign fit.
Your callers get a current consumer lead list with reasons to call. You choose the audience and what matters most.
Correct clear title and employer changes before contacting prospects.
Your outreach queue gets confirmed title and employer updates before outreach, while disputed profiles go to contact owners for review.
Approve quotes only when every line discount meets its limit.
Your sales team gets a clear quote decision, with the exact line to fix when a discount exceeds the limit you set.
4 toolsCatch offer dates and terms that need fixing before quotes reach buyers.
Your quote approvals come with a clear decision, and rejected quotes show the date or terms change needed before resubmission.
4 toolsDraft first answers to buyer inquiries for review.
Get a suggested first reply in your private review chat, alongside the customer's question and any detail that needs your judgment.
22 toolsPut qualified trade show prospects on the list for follow-up.
Your outreach list gets qualified trade show prospects with checked card details and the show recorded as their source.
Draft new client proposals from discovery notes and approved costs.
Get a business proposal draft shaped by your team's sample, with current costs and a link to review.
