AI-Agents for Sales in Evidence Checking working with Pipedrive
Check purchase facts, compare invoices, request missing proof. Every one is ready to run, and you can adjust it in plain language.
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.
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 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 changed quote terms beside the file before approval.
See how a quote differs from the deal your team approved, right in the file comments your reviewer can read.
18 toolsFill the team's targeting board with ranked prospects outside active accounts.
Get a ranked sales lead list on your target profile, with a reason each company fits and accounts your team already works left out.
21 toolsPrepare enriched prospect lists for sales outreach.
Get a research CSV of your LinkedIn prospects, with available CRM details filled in and unclear matches flagged for review.
12 toolsPrepare rep-owned call lists from assigned accounts before each shift.
Your reps start each shift with a short call list. Every prospect has a phone number and a reason to reach out.
13 tools
