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.
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.
12 toolsCheck inbound lead fit and contact details before outreach.
Your outreach register shows which website inquiries are ready to contact and which need a closer look.
28 toolsKeep campaign lead lists deduplicated and ready for sales review.
See verified leads and tailored messages in your paused campaign, ready for review before outreach begins.
22 toolsLink clear contact matches and flag uncertain ones for review.
Your customer lead list shows requested service, timing, and clear contact matches, with missing answers flagged before outreach.
9 toolsCheck ad leads for fit and duplicates before updating the outreach register.
Your outreach register gets qualified lead ad contacts with checked details. Each contact carries the campaign or form that brought them in.
12 toolsTurn proposal-stage deals into drafts using approved prices.
Your client proposal starts as a draft in your chosen template, with the buyer's needs and approved prices ready for your review.
14 toolsCheck ad submissions against contacts and flag unclear details.
Your sales coordinator sees the customer's request and ad source on the linked contact, with a clear status for follow-up or review.
4 toolsCheck scanned contacts and prevent duplicate outreach entries.
Your outreach list gets qualified trade show prospects with checked card details and the show recorded as their source.
Keep proposal drafts tied to current scope and approved costs.
Get a business proposal draft shaped by your team's sample, with current costs and a link to review.
Attach the latest client scope PDF to each quote before approval.
Keep the latest client scope beside draft quotes, so your approver can review both documents together before approval.
Draft proposals using approved templates and commercial terms.
Get a proposal draft tailored to your prospect and based on your business proposal template. Review the terms before sharing it.
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.
