AI-Agents for Sales working with Pipefy
The easy button for processes and workflows Easily organize and run all your processes in one place, leaving the inefficient patchwork of apps, forms, spreadsheets and e-mail threads forever in the past
Prepare prospect proposals that sellers can review before sending.
You get a business proposal draft with costs tied to your service rates and open questions ready for your review.
29 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 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 toolsAdd the approved client scope to the draft quote for the deal.
Your draft quote carries the scope version your team signed off, so approvers can review the right file.
15 toolsSend 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.
11 toolsAssign 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.
13 toolsPrepare qualified campaign leads and first emails for review.
Website inquiries reach your campaign with a relevant email draft. You review the message before anyone sends it.
31 toolsShow which inquiry emails need review before first outreach.
Get a clear pass or review result for contact form leads before sales follows up, with a reason for addresses that need a closer look.
33 toolsDraft cited answers to buyer questions during sales bids.
Give proposal writers a cited draft for assigned RFP questions, with uncertain claims called out before review.
9 toolsLog the exact outreach emails sent to prospects and flag mismatches.
Your outreach email tracking shows what your team actually sent, with approval mismatches assigned to your sales lead for review.
5 toolsSend due prospect texts and leave results on reps' task lists.
Keep sales follow-up texts moving: eligible prospects get a timely next step, and your task list shows what went out or needs attention.
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