AI-Agents for Sales in Task Tracking

Email deal owners a link when their proposals are rejected.

Your deal owners get rejection emails when someone else created the proposal, so they know which offer needs revision.

Works with29 tools

Flag prospect invitations that overlap scheduled sales meetings.

See a meeting clash before you reply, with a private email showing the invitation and any overlapping work commitments.

Works with7 tools

Turn flagged prospect emails into follow-up tasks due tomorrow.

See your next steps in the flagged-email task list, with action notes and due dates for tomorrow.

Works with6 tools

Flag revised quote terms that differ from the approved deal.

See where a revised quote differs from the deal before your reviewer decides. Find the details on the quote and in team chat.

Works with27 tools

Show how a revised customer quote compares with the approved deal.

See quote changes beside the deal amount your team signed off, with the difference recorded on the deal.

Works with18 tools

Send changed client proposals back for review before work proceeds.

Your delivery manager sees changed proposal terms and a pending review before the team moves forward.

Works with11 tools

Show deal owners why a proposal was rejected before it goes out.

Your proposal owners get the rejection reason and a link in private chat, so they know what to revise before resubmitting.

Works with6 tools

Assign revision tasks for rejected client proposals with reviewer feedback.

Your proposal owners get a revision task in their task list. They can open the proposal and see the reviewer's reason when provided.

Works with13 tools

Show changed quote lines and totals against the last approved quote.

See what changed before you approve a revised quote, with the differences right on the quote you're reviewing.

Works with