AI-Agents for Sales in Sales Operations working with Microsoft Outlook
Log replies, send outreach emails, book lead meetings. Every one is ready to run, and you can adjust it in plain language.
Find new buyers and send first emails after the team approves them.
Your automated outreach starts with buyers who fit your profile. Review tailored emails before sending, then see every message and result in your sheet.
25 toolsTurn saved prospect searches into ranked lists for outreach.
Your saved prospect search becomes a ranked lead list in a spreadsheet after you email its link.
12 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 toolsSend approved prospect emails and track replies in the outreach sheet.
Your prepared outreach emails go out on your chosen day, and replies appear beside contacts in your sheet so you can see who needs follow-up.
12 toolsShow which approved prospect emails have confirmed send results.
Your outreach email tracking sheet shows send results and a daily list of messages that need your attention.
15 toolsPut qualified new prospects on the team's shared outreach list.
Your sales team gets a shared lead list with qualified new contacts. Your campaign team gets row numbers and reasons for every row left out.
9 toolsSend due personal lead follow-ups in the original email thread.
Your follow-ups to sales leads go into the original email thread, and replies reach your chat so you can take over.
16 toolsSend approved leads a personal first email from their assigned rep.
Keep first sales outreach moving from the assigned rep's mailbox, with the exact email and send result visible on the lead.
8 toolsPut new leads on reps' calendars or email when no time is open.
Your inbound leads get a meeting invitation at the first open time on their rep's calendar, or a follow-up email when no time is open.
33 toolsReply to new website leads and share the gaps needed for follow-up.
Your website leads get a helpful first reply, and your sales team sees the questions and contact details it still needs.
49 toolsDraft first outreach emails grounded in prospect and company details.
Get a targeted outreach email shaped around your prospect's role and company priorities, with the opening explained before you send it.
38 toolsSend priced proposals that reflect each prospect's emailed needs.
Your prospects receive branded business proposals based on their emails and the pricing rules you set.
5 tools
