AI-Agents for Sales in Handoffs

Prepare replies to prospect introductions for the owner's review.

Your introduction replies are ready to review in the original thread, and a private chat message points you to the draft.

Works with24 tools

Send priced proposals that reflect each prospect's emailed needs.

Your prospects receive branded business proposals based on their emails and the pricing rules you set.

Works with5 tools

Send first emails to new referrals and keep their follow-ups on the leads.

New referral leads get an introduction tied to their stated need, and you can see the exact email and next step on the lead.

Works with20 tools

Tell clients who covers their sales contact and flag urgent deal emails.

Your clients hear when their contact returns, and urgent requests reach the colleague covering the inbox.

Works with10 tools

Reply to prospect email and route urgent deal requests to the backup.

Your senders hear back while you're away, and your backup sees requests that need attention before you return.

Works with12 tools

Pass signed deal terms and promises to the account team for review.

Your account team gets a contract summary and a link to the signed agreement in chat, with unclear terms flagged for review.

Works with10 tools

Welcome signed clients with the scope promised in their agreement.

Your new client gets a personal welcome after signing, with clear first steps and a link to share files.

Works with24 tools

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

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

Start seller conversations with a tailored email and Agent brief.

Give homeowners a relevant first reply while your sales Agent gets the property details and questions needed for the next conversation.

Works with35 tools

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

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