AI-Agents for Sales in Request Intake working with Asana
Check requests, collect missing files, open approval tasks. Every one is ready to run, and you can adjust it in plain language.
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.
29 toolsEmail clean lead contact details for prompt follow-up.
Your lead tracker gets clean contact details and a follow-up status, while your sales team gets the details by email.
7 toolsAdd the approved client scope to the draft quote for the deal.
Your draft quote carries the scope version your team signed off, so approvers can review the right file.
15 toolsSend approved deal agreements to clients for signature.
Your client gets the agreement to sign, and you get the request link and send confirmation on the project.
5 toolsDraft 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.
Answer prospect texts and flag questions for the lead owner.
Prospects get a relevant text reply while you're busy, and you see any question that still needs a personal answer.
