AI-Agents for Sales

Agents help Sales teams track deals and prepare customer commitments.

Sort Work Emails

Label prospect and customer emails and flag urgent inquiries.

Your work inbox shows clear categories, with urgent or customer-facing requests easy to find under Needs Attention.

Works with6 tools
Update Imported Lead Status

Show reps which imported leads still need personal follow-up.

See which imported leads got a first email and which still need your personal follow-up, with uncertain matches ready for your review.

Works with11 tools
Verify Prospect Emails

Keep unverified prospects out of the weekly follow-up queue.

Start your Monday follow-up with current address checks and a short list of prospects who need a replacement or review.

Works with6 tools
Draft Sales Email Replies

Draft deal replies from approved terms for the salesperson to review.

Your sales email reply draws on the conversation and current deal, with uncertain promises marked for your review before sending.

Works with9 tools
Send Sales Follow-Ups

Follow up on stalled deals and flag those needing a decision.

Your quiet deals get personal follow-ups based on recent conversations, with a clear report on what was sent and what needs your review.

Works with23 tools
Send Meeting Times

Find prospect call slots the team can forward with booking links.

Get bookable options in your guest's work hours, with links ready to forward when you schedule a meeting across time zones.

Works with9 tools
Build Campaign Lead Lists

Share one campaign lead list with fit notes for outreach.

Your team gets a shared Sales Navigator lead list with fit notes and suggested owners based on the rules you choose.

Works with7 tools
Check Quote Concessions

Check quote concessions against the buyer's latest accepted terms.

See whether a negotiated quote matches the customer's written agreement before it goes to the buyer, with a clear explanation when terms differ.

Works with10 tools
Draft Business Proposal

Turn discovery recaps into seller-owned proposal drafts.

Your business proposal starts with your call recap and lands in your proposal workspace as a draft with the pricing you approved.

Works with10 tools
Email Morning Prospect Queue

Send the team a morning prospect queue checked against active accounts.

Give your reps a morning queue for outbound sales lead generation. They get fresh companies, buying signals, and roles to research.

Works with16 tools
Send First Outreach Emails

Send approved buyers first emails and report every send or skip.

Your personalized email outreach reaches buyers while their interest is fresh, and your sales lead sees the sends and skips.

Works with8 tools
Send Sales Follow-Up Emails

Follow up with interested leads and brief their sales rep on each result.

Interested prospects get a personal invitation to talk, and you see exactly what went out or why it was held.

Works with12 tools
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