AI-Agents for Sales in Handoffs working with Gmail

Pass on decisions, carry revision notes, open supplier setup. 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
Export Lead Lists

Turn saved prospect searches into ranked lists for outreach.

Your saved prospect search becomes a ranked lead list in a spreadsheet after you email its link.

Works with12 tools
Qualify Voicemail Leads

Keep phone leads and follow-up status in the lead sheet.

Your buyer and seller voicemails become lead sheet entries, with caller texts when possible and alerts for urgent or unclear calls.

Works with11 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
Upload Qualified Leads

Put qualified new prospects on the team's shared outreach list.

Your sales team gets a shared lead list with qualified new contacts. Your campaign team gets row numbers and reasons for every row left out.

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
Send New Lead Emails

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
Notify Deal Owners

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.

Works with29 tools
Draft Introduction Replies

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
Draft and Send Proposals

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
Email New Referral Leads

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
Send Out-of-Office Replies

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
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