AI-Agents for Sales in Handoffs working with Microsoft Dynamics 365 CRM
Pass on decisions, carry revision notes, open supplier setup. 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 toolsPrepare 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.
24 toolsTurn 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 toolsDraft 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.
9 toolsAdd new ad leads to the team's list and flag contacts needing review.
Your sales lead list catches up with yesterday's ad inquiries, while your team gets a short chat list of matches and missing details to review.
36 toolsSend approved customer contracts to signers and keep invite details on the deal.
Your signers get the agreement to sign, and your seller sees the invitation details on the deal.
12 toolsDraft replies to declined offers for salespeople to review.
Get a thoughtful sales email reply in your private chat, with the prospect's reason and offer context close at hand before you send it.
25 toolsGet new contacts ready for follow-up with duplicate entries skipped.
Clear the data entry from your lead generation handoff. Your sales team gets new contacts for follow-up and a clear review list.
34 toolsReceive assigned ad inquiries with account context and CRM links.
Your sales rep gets a clear inquiry and a CRM link. Existing customers keep their account context, and the ad campaign stays visible.
12 toolsGive assigned reps ad leads with checked contact details and tasks.
Your sales team gets ad leads with clear owners and follow-up tasks, while leads with missing details go to your chosen review owner.
12 toolsTurn updated opportunity requirements into a proposal draft.
Get a business proposal draft in your company’s format, with costs and open questions ready for your review.
