AI-Agents for Sales in Request Intake
Check requests, collect missing files, open approval tasks. Every one is ready to run, and you can adjust it in plain language.
Add qualified ad contacts with checked details for follow-up.
Your outreach register gets qualified lead ad contacts with checked details. Each contact carries the campaign or form that brought them in.
12 toolsFlag time-sensitive buyer and seller calls for prompt follow-up.
See who needs a prompt callback. Your AI receptionist asks buyers and sellers about their plans, then leaves summaries with urgent calls marked.
Draft buyer proposals for sellers to review before sending.
Your client proposal starts as a draft in your chosen template, with the buyer's needs and approved prices ready for your review.
14 toolsShow ad inquiries and follow-up status on the contact sales uses.
Your sales coordinator sees the customer's request and ad source on the linked contact, with a clear status for follow-up or review.
4 toolsFind live call slots to offer prospects and customers.
Give colleagues meeting times they can pass to invitees, with booking links and a clear time zone after checking current openings.
5 toolsShow buyers bookable sales call times in their own time zones.
Offer customers call times that suit their local hours, with booking links from your meeting scheduler.
6 toolsFind early prospect call times with a named seller.
Offer the earliest round robin meeting times with a named teammate and a link that books that person.
4 toolsDraft first answers to buyer inquiries for review.
Get a suggested first reply in your private review chat, alongside the customer's question and any detail that needs your judgment.
22 toolsPut qualified trade show prospects on the list for follow-up.
Your outreach list gets qualified trade show prospects with checked card details and the show recorded as their source.
Draft new client proposals from discovery notes and approved costs.
Get a business proposal draft shaped by your team's sample, with current costs and a link to review.
Put the latest client scope beside each draft quote for deal review.
Keep the latest client scope beside draft quotes, so your approver can review both documents together before approval.
Draft proposals from deal notes for sellers to review.
Get a proposal draft tailored to your prospect and based on your business proposal template. Review the terms before sharing it.
