AI-Agents for Sales working with Keap
Keap is your all-in-one CRM, sales and marketing automation software that helps organize leads, land the job, get paid, and keep growing.
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.
47 toolsFind 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 toolsPrepare first prospect emails with three subjects for rep approval.
Choose from three subject lines grounded in your draft and recipient's role, with complete emails ready for review.
16 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 toolsEmail 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.
29 toolsPrepare replies to prospect introductions for the owner's review.
Your introduction replies are ready to review in the original thread, and a private chat message points you to the draft.
24 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 first emails to new referrals and keep their follow-ups on the leads.
New referral leads get an introduction tied to their stated need, and you can see the exact email and next step on the lead.
20 toolsSend birthday greetings to sales contacts without repeat sends.
Your contacts receive birthday greetings in the tone you choose, and your contact sheet shows which emails went out and which need review.
20 toolsWelcome signed clients with the scope promised in their agreement.
Your new client gets a personal welcome after signing, with clear first steps and a link to share files.
24 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 tools
