AI-Agents for Sales Operations in Handoffs working with Microsoft Dynamics 365 CRM

Route proposal rejection emails to the responsible deal owners.

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

Works with29 tools

Deduplicate CRM leads and deliver a traceable CSV export.

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

Reconcile daily ad submissions with sales leads and surface exceptions.

Your sales lead list catches up with yesterday's ad inquiries, while your team gets a short chat list of matches and missing details to review.

Works with36 tools

Send approved deal PDFs for signature and record each send on the deal.

Your signers get the agreement to sign, and your seller sees the invitation details on the deal.

Works with12 tools

Check prospect batches and add usable contacts to the sales tracker.

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

Match ad leads to CRM records and assign the right sales owners.

Your sales rep gets a clear inquiry and a CRM link. Existing customers keep their account context, and the ad campaign stays visible.

Works with12 tools

Check and route ad leads before reps begin follow-up.

Your sales team gets ad leads with clear owners and follow-up tasks, while leads with missing details go to your chosen review owner.

Works with12 tools

Apply company proposal templates and approved cost figures to drafts.

Get a business proposal draft in your company’s format, with costs and open questions ready for your review.

Works with