AI-Agents for Sales in Sales Prospecting working with Microsoft Dynamics 365 CRM
Find matched prospects, verify emails, send first outreach. Every one is ready to run, and you can adjust it in plain language.
Send 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 stage-based prospect follow-ups and log replies on deals.
Keep your sales follow-up process moving with relevant emails at key deal stages and a clear record of every send or hold.
31 toolsTurn a manager's email into a lead list ready for outreach.
Get a lead list from your existing sales records, with duplicates handled and a CSV that links back to the records behind every row.
25 toolsAnswer open prospect replies and assign a rep the next step.
Get a relevant reply when the next step is open, plus a task that tells your rep what the prospect said and what comes next.
23 toolsFollow up on stalled deals and flag those needing a decision.
Your quiet deals get personal follow-ups based on recent conversations, with a clear report on what was sent and what needs your review.
23 toolsSend the team a morning prospect queue checked against active accounts.
Give your reps a morning queue for outbound sales lead generation. They get fresh companies, buying signals, and roles to research.
16 toolsFollow up with interested leads and brief their sales rep on each result.
Interested prospects get a personal invitation to talk, and you see exactly what went out or why it was held.
12 toolsSend prospect follow-ups from completed call notes.
Your sales call follow-up email reflects your notes and recent replies, with the send result right on the call.
8 toolsSend due prospect follow-ups and flag conversations needing a rep.
Keep prospect conversations moving with relevant follow-up emails, and see what went out or needs your attention.
19 toolsComplete company accounts before reps contact new prospects.
Get fuller company accounts before outreach, with a clear review task for your rep when the employer or facts need a decision.
19 toolsFill the team's targeting board with ranked prospects outside active accounts.
Get a ranked sales lead list on your target profile, with a reason each company fits and accounts your team already works left out.
21 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 tools
