AI-Agents for Sales working with Holded

Send the lead a Monday view of open deals by stage and value.

Your sales lead gets a Monday view of open deal counts and values by stage, with the reporting period and any missing amounts clear.

Works with47 tools

Answer item availability requests with a current page check.

Get dated stock answers from public product pages, with relevant changes flagged and confirmed findings recorded in your log.

Works with9 tools

Send 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.

Works with31 tools

Give the team current deal counts or values from the CRM.

Get a sales pipeline report in the same email thread, with the deal count or value and the filters behind it.

Works with33 tools

Turn 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.

Works with25 tools

Flag changes to approved prices or terms in customer quotes.

Your reviewer sees what changed in a forwarded quote before deciding whether to approve it, without digging through the deal.

Works with20 tools

Share current deal counts and amounts by pipeline stage.

Get answers from your data analysis chatbot when teammates ask about the sales pipeline, with the deal filters behind each figure.

Works with34 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 changed quote terms beside the file before approval.

See how a quote differs from the deal your team approved, right in the file comments your reviewer can read.

Works with18 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

Get 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.

Works with34 tools

Put 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.

Works with23 tools