AI-Agents for Sales in Activity Reporting working with Gmail

Audit pages, track rankings, compare traffic. Every one is ready to run, and you can adjust it in plain language.

Send Sales Follow-Ups

Send 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.

Works with31 tools
Answer Sales Pipeline Questions

Give 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.

Works with33 tools
Compile CRM Lead List

Turn 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.

Works with25 tools
Reply to Sales Prospects

Answer open prospect replies and assign a rep the next step.

Get a relevant reply when the next step is open, plus a task that tells your rep what the prospect said and what comes next.

Works with23 tools
Send Sales Call Follow-Ups

Send prospect follow-ups and keep open questions with the rep.

Your prospect gets a short sales call follow-up email with the agreed next step and timing, while you get a copy and any open questions.

Works with25 tools
Send Sales Meeting Follow-Up

Send prospects the material and next step agreed in sales meetings.

Your prospect gets a sales meeting follow-up email with the promised material and agreed next step, and you stay copied.

Works with9 tools
Book Round Robin Appointments

Route prospect meeting requests to available team members.

Your prospective clients get a confirmed host and meeting link, while your round-robin rules balance team bookings.

Works with29 tools
Rank Real Estate Leads

Prioritize new buyer and seller leads for team follow-up.

Your team gets a real estate lead list every evening, with repeat visitors combined and clear follow-up requests at the top.

Works with38 tools
Email Lead List

Send first emails to sales leads and report who was contacted.

Your first-contact emails go out to eligible leads, with send times and contacts needing review in one reply.

Works with12 tools
Find Local Sales Leads

Find local prospects, send first emails, and report each result.

Get a local lead list showing which first emails went out, who was skipped, and when messages were sent, right in your request thread.

Works with6 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
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