AI-Agents for Sales Operations in Sales Support working with Gmail
Match property listings, book viewings, draft proposals. Every one is ready to run, and you can adjust it in plain language.
Apply 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 tools
