AI-Agents for Sales
Agents help Sales teams track deals and prepare customer commitments.
Show changed quote lines and totals against the last approved quote.
See what changed before you approve a revised quote, with the differences right on the quote you're reviewing.
Draft proposals from deal notes for sellers to review.
Get a proposal draft tailored to your prospect and based on your business proposal template. Review the terms before sharing it.
Turn updated opportunity requirements into a proposal draft.
Get a business proposal draft in your company’s format, with costs and open questions ready for your review.
Draft first emails for target prospects and flag contacts needing review.
Get cold outreach emails and subject lines for your contact list, with missing details flagged for your review.
Turn reps' rough copy into prospect emails for review.
Get first-email drafts tailored to your prospects from rough copy and company notes, with questions for claims that need your review.
Add qualified partner prospects to the outreach register for follow-up.
Your outreach register gets qualified partner prospects, and you get a clear summary of contacts skipped or held for review.
Log the exact outreach emails sent to prospects and flag mismatches.
Your outreach email tracking shows what your team actually sent, with approval mismatches assigned to your sales lead for review.
5 toolsAnswer new lead emails and mark questions for the sales owner.
Your prospects get a useful first reply when your guidance covers their question, and you can spot threads that need your answer.
Send due quote check-ins and surface prospects' replies to the team.
Your quote follow-ups go out when agreed check-in dates come due, and you see who replied or needs a personal touch.
Send due prospect emails and surface replies for personal follow-up.
Keep your sales outreach moving with personalized emails, due follow-ups, and a daily recap of replies that need you.
Send reps a weekly list of qualified new companies to pursue.
Your reps get a Monday shortlist of promising companies, with timely news and a source for every lead.
Make recorded customer calls readable on the right timeline.
You can read the full transcript on the right customer's call timeline before following up, without searching for the recording.
