AI-Agents for Sales in Request Intake working with Kintone
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 toolsKeep phone leads and follow-up status in the lead sheet.
Your buyer and seller voicemails become lead sheet entries, with caller texts when possible and alerts for urgent or unclear calls.
11 toolsAdd qualified prospects to outreach and flag contacts needing rep review.
Get qualified contacts into your outreach register, with duplicates and rows needing review clearly marked on the prospect sheet.
11 toolsGive reps a checked link list for each ready sales kit.
Give your sales team a copyable list of custom short links for each ready sales kit, with destination conflicts called out for review.
7 toolsAdd qualified prospects to the team's outreach register.
Your outreach register gains qualified prospects from new spreadsheet leads, while the source row tells your team who was added or skipped and why.
8 toolsTurn discovery recaps into seller-owned proposal drafts.
Your business proposal starts with your call recap and lands in your proposal workspace as a draft with the pricing you approved.
10 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 toolsCombine proposal PDFs and put the packet link on the sales deal.
Get your proposal and supporting PDFs together in the shared account folder, with a link on the deal for your team.
5 toolsSend approved customer contracts for signature.
Your agreement reaches the named signers with their own fields, and you get a link showing who received it and in what order.
8 toolsSend approved customer agreements for signature.
Your agreements reach the right signers, with a signature request link beside the document in your handoff note.
6 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 toolsDraft 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 tools
