AI-Agents for Sales working with Microsoft Dynamics 365 CRM

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

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.

Works with16 tools

Put 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.

Works with33 tools

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

Prepare 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.

Works with24 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

Answer 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.

Works with23 tools

Show lead owners the first reply sent and the next outreach due.

Your Zoho CRM leads show whether someone sent a first reply, and owners get a clear task when outreach is still due.

Works with15 tools

Show reps which imported leads still need personal follow-up.

See which imported leads got a first email and which still need your personal follow-up, with uncertain matches ready for your review.

Works with11 tools