AI-Agents for Sales Operations in Sales Support
Match property listings, book viewings, draft proposals. 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 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 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 toolsTrack sent or held follow-ups against each deal's stage.
Keep your sales follow-up process moving with relevant emails at key deal stages and a clear record of every send or hold.
31 toolsRoute prospect replies into assigned follow-up tasks for reps.
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 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 toolsKeep sales call follow-ups tied to notes and current emails.
Your sales call follow-up email reflects your notes and recent replies, with the send result right on the call.
8 toolsCheck bid submission details and keep a record of sent proposals.
Your RFP proposal goes to the buyer when the package meets their instructions. You get a sent-mail receipt or a clear issue to resolve.
6 toolsCombine deal PDFs and update the deal with the finished packet.
Get your proposal and supporting PDFs together in the shared account folder, with a link on the deal for your team.
5 toolsMove approved proposals through the final send and record the handoff.
Your proposals reach prospects with a personal note, while sales gets the active link and a record of what went out.
4 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 tools
