Agents help Sales teams track deals and prepare customer commitments.
Build sourced buyer lists for the accounts your team wants to reach.
Get a short list of likely buyers at your target companies, with role context and public contact routes in your prospecting sheet.
Send due personal lead follow-ups in the original email thread.
Your follow-ups to sales leads go into the original email thread, and replies reach your chat so you can take over.
Send approved leads a personal first email from their assigned rep.
Keep first sales outreach moving from the assigned rep's mailbox, with the exact email and send result visible on the lead.
Put new leads on reps' calendars or email when no time is open.
Your inbound leads get a meeting invitation at the first open time on their rep's calendar, or a follow-up email when no time is open.
Reply to new website leads and share the gaps needed for follow-up.
Your website leads get a helpful first reply, and your sales team sees the questions and contact details it still needs.
Email deal owners a link when their proposals are rejected.
Your deal owners get rejection emails when someone else created the proposal, so they know which offer needs revision.
Prepare replies to prospect introductions for the owner's review.
Your introduction replies are ready to review in the original thread, and a private chat message points you to the draft.
Draft first outreach emails grounded in prospect and company details.
Get a targeted outreach email shaped around your prospect's role and company priorities, with the opening explained before you send it.
Answer item availability requests with a current page check.
Get dated stock answers from public product pages, with relevant changes flagged and confirmed findings recorded in your log.
Send priced proposals that reflect each prospect's emailed needs.
Your prospects receive branded business proposals based on their emails and the pricing rules you set.
Send first emails to new referrals and keep their follow-ups on the leads.
New referral leads get an introduction tied to their stated need, and you can see the exact email and next step on the lead.
Summarize prospect emails and label them for follow-up.
Get short summaries and useful labels for incoming work email. Scan your tracking sheet when it's time to follow up.