AI-Agents for Sales in Handoffs working with Formstack

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

Reply to new website leads and share the gaps needed for follow-up.

Your website leads get a helpful first reply, and your sales team sees the questions and contact details it still needs.

Works with49 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

Prepare consented advice leads for follow-up in priority order.

Your lead list is ready for follow-up, with financial, insurance, and mortgage requests sorted by urgency and repeat inquiries brought together.

Works with22 tools