AI-Agents for Sales in Approvals

Check requests, surface missing proof, chase decisions. Every one is ready to run, and you can adjust it in plain language.

Draft and Send Outreach

Find new buyers and send first emails after the team approves them.

Your automated outreach starts with buyers who fit your profile. Review tailored emails before sending, then see every message and result in your sheet.

Works with25 tools
Draft Business Proposal

Prepare prospect proposals that sellers can review before sending.

You get a business proposal draft with costs tied to your service rates and open questions ready for your review.

Works with29 tools
Send Mail Merge

Send approved prospect emails and track which contacts need review.

Your approved draft becomes personal emails, while your shared sheet shows who was sent a message and who needs attention.

Works with11 tools
Send Mail Merge Batches

Send approved prospect emails and avoid duplicate sends.

Your scheduled mail merge uses the latest recipient list, so you can see who was emailed and which rows need attention.

Works with15 tools
Send Mail Merge Emails

Email approved prospect lists and mark skipped contacts.

Your mail merge goes out after you approve the sheet, with send results and rows needing attention visible beside recipients.

Works with14 tools
Send Mail Merge Emails

Send approved prospect emails and flag incomplete contact rows.

Your mail merge keeps up with new recipients in your spreadsheet, with sends recorded and problem rows flagged for your outreach coordinator.

Works with12 tools
Send Outreach Emails

Send approved prospect emails and track replies in the outreach sheet.

Your prepared outreach emails go out on your chosen day, and replies appear beside contacts in your sheet so you can see who needs follow-up.

Works with12 tools
Send Scheduled Mail Merges

Send approved prospect emails and record each send result.

Your mail merge goes out when due using current recipient rows and the suppression list, with a clear account of sends and skips.

Works with12 tools
Track Outreach Email Sends

Show which approved prospect emails have confirmed send results.

Your outreach email tracking sheet shows send results and a daily list of messages that need your attention.

Works with15 tools
Write Outreach Subject Lines

Prepare first prospect emails with three subjects for rep approval.

Choose from three subject lines grounded in your draft and recipient's role, with complete emails ready for review.

Works with16 tools
Check Quote Prices

Show quote creators the approved prices they need to use.

Keep customer quotes aligned with your current rate sheet, and give sellers clear price corrections when a quote needs work.

Works with9 tools
Send First Outreach Emails

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.

Works with8 tools
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