AI-Agents for Sales
Agents help Sales teams track deals and prepare customer commitments.
Send birthday greetings to sales contacts without repeat sends.
Your contacts receive birthday greetings in the tone you choose, and your contact sheet shows which emails went out and which need review.
20 toolsLabel prospect messages to keep and explain what was trashed.
Your inbox stays clearer each week as clearly unwanted mail goes to trash and you get an explanation for every decision in your private chat.
16 toolsTell clients who covers their sales contact and flag urgent deal emails.
Your clients hear when their contact returns, and urgent requests reach the colleague covering the inbox.
10 toolsReply to prospect email and route urgent deal requests to the backup.
Your senders hear back while you're away, and your backup sees requests that need attention before you return.
12 toolsPass signed deal terms and promises to the account team for review.
Your account team gets a contract summary and a link to the signed agreement in chat, with unclear terms flagged for review.
10 toolsBook prospect meetings and confirm the calendar time by email.
Get meeting requests booked when the time is open, plus answers to schedule questions in the same email thread.
10 toolsFlag prospect invitations that overlap scheduled sales meetings.
See a meeting clash before you reply, with a private email showing the invitation and any overlapping work commitments.
7 toolsWelcome signed clients with the scope promised in their agreement.
Your new client gets a personal welcome after signing, with clear first steps and a link to share files.
24 toolsSend stage-based prospect follow-ups and log replies on deals.
Keep your sales follow-up process moving with relevant emails at key deal stages and a clear record of every send or hold.
31 toolsGive the team current deal counts or values from the CRM.
Get a sales pipeline report in the same email thread, with the deal count or value and the filters behind it.
33 toolsTurn a manager's email into a lead list ready for outreach.
Get a lead list from your existing sales records, with duplicates handled and a CSV that links back to the records behind every row.
25 toolsFlag changes to approved prices or terms in customer quotes.
Your reviewer sees what changed in a forwarded quote before deciding whether to approve it, without digging through the deal.
20 tools
