AI-Agents for Sales in Request Intake working with Microsoft Dynamics 365 CRM
Check requests, collect missing files, open approval tasks. Every one is ready to run, and you can adjust it in plain language.
Add new ad leads to the team's list and flag contacts needing review.
Your sales lead list catches up with yesterday's ad inquiries, while your team gets a short chat list of matches and missing details to review.
36 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 toolsPut the latest deal scope on draft quotes for customer review.
Your draft quote shows the revised deal scope after sales updates the file on the deal, so reviewers see the right attachment.
6 toolsSend approved customer contracts to signers and keep invite details on the deal.
Your signers get the agreement to sign, and your seller sees the invitation details on the deal.
12 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 toolsPut qualified marketing prospects in the CRM for outreach.
Your sales team gets qualified leads with usable contact details and a clear reason to follow up, while possible duplicates go to review.
23 toolsBuild a weekly list of qualified buyers ready for outreach.
Your team gets CRM contacts with validated work emails and mobile numbers every Monday. See how many candidates were excluded.
30 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 toolsTurn updated opportunity requirements into a proposal draft.
Get a business proposal draft in your company’s format, with costs and open questions ready for your review.
