AI-Agents for Sales in Request Intake working with Gmail
Check requests, collect missing files, open approval tasks. Every one is ready to run, and you can adjust it in plain language.
Give deal owners a proposal draft to review before prospect delivery.
Get a business proposal in your company template, with the service team's agreed scope and costs ready for your review.
8 toolsSend final customer agreements for signature.
Your final agreements reach the signers you list, and you get a reply with the invitation details in the original email thread.
8 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 toolsDraft buyer proposals with approved scope and prices for review.
Get a tailored RFP proposal draft in your sales inbox, with unanswered requirements clearly marked for review.
4 toolsFind available hosts and booking links for inbound sales calls.
Your coordinator gets a short list of available times and the right booking link in the request conversation, ready to share.
5 tools
