AI-Agents for Sales in Decision Logging
Copy decisions to tasks, tell owners about rejections, pass on revision notes. Every one is ready to run, and you can adjust it in plain language.
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.
29 toolsSummarize 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.
5 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 toolsLabel prospect emails needing a reply and sales notices by purpose.
Spot emails that need a reply or other attention, while your remaining inbox messages get labels that explain their purpose.
11 toolsLabel 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.
6 toolsFlag revised quote terms that differ from the approved deal.
See where a revised quote differs from the deal before your reviewer decides. Find the details on the quote and in team chat.
27 toolsShow how a revised customer quote compares with the approved deal.
See quote changes beside the deal amount your team signed off, with the difference recorded on the deal.
18 toolsShow deal owners why a proposal was rejected before it goes out.
Your proposal owners get the rejection reason and a link in private chat, so they know what to revise before resubmitting.
6 toolsAssign revision tasks for rejected client proposals with reviewer feedback.
Your proposal owners get a revision task in their task list. They can open the proposal and see the reviewer's reason when provided.
13 toolsShow changed quote lines and totals against the last approved quote.
See what changed before you approve a revised quote, with the differences right on the quote you're reviewing.
