AI-Agents for Sales in Request Intake working with Microsoft Excel
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 tools
