AI-Agents for Sales Operations in Request Intake
Check requests, collect missing files, open approval tasks. Every one is ready to run, and you can adjust it in plain language.
Check requested work against approved services and rates in drafts.
You get a business proposal draft with costs tied to your service rates and open questions ready for your review.
29 toolsKeep outreach entries aligned with target rules and flag duplicates.
Get qualified contacts into your outreach register, with duplicates and rows needing review clearly marked on the prospect sheet.
11 toolsTurn approved kit URLs into named links sales reps can copy.
Give your sales team a copyable list of custom short links for each ready sales kit, with destination conflicts called out for review.
7 toolsApply prospect criteria and log each intake decision for the sales team.
Your outreach register gains qualified prospects from new spreadsheet leads, while the source row tells your team who was added or skipped and why.
8 toolsSend approved customer agreements for signature and update sales.
Your signer gets a private link to sign the agreement. Your coworker gets a separate link to view the request.
32 toolsLog signature requests against approved customer renewals.
Your renewal agreement reaches the right signers before its deadline, and you get an email showing who was invited and when.
26 toolsApply approved pricing rules to proposals before they go out.
Your prospects receive branded business proposals based on their emails and the pricing rules you set.
5 toolsCarry approved prices into seller-owned proposal drafts.
Your business proposal starts with your call recap and lands in your proposal workspace as a draft with the pricing you approved.
10 toolsCarry approved scope and costs into a consistent proposal draft.
Get a business proposal in your company template, with the service team's agreed scope and costs ready for your review.
8 toolsSend approved deal agreements to managers for signature.
Your agreement reaches the named manager for online signature, and the requester gets a confirmation in the email thread.
10 toolsSend customer contracts to signers and confirm their invitations.
Your final agreements reach the signers you list, and you get a reply with the invitation details in the original email thread.
8 toolsKeep the lead tracker clean and mark new contacts for follow-up.
Your lead tracker gets clean contact details and a follow-up status, while your sales team gets the details by email.
7 tools
