AI-Agents for Sales in Request Intake working with Heyflow
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 toolsPrepare qualified campaign leads and first emails for review.
Website inquiries reach your campaign with a relevant email draft. You review the message before anyone sends it.
31 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 toolsPut qualified website prospects on the outreach list.
Your outreach register shows which website inquiries are ready to contact and which need a closer look.
28 toolsGive sales a lead entry with service and timing before outreach.
Your customer lead list shows requested service, timing, and clear contact matches, with missing answers flagged before outreach.
9 toolsAdd 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 tools
