AI-Agents for Sales Operations working with Pipefy
The easy button for processes and workflows Easily organize and run all your processes in one place, leaving the inefficient patchwork of apps, forms, spreadsheets and e-mail threads forever in the past
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 toolsSend consistent first replies and surface missing lead details.
Your website leads get a helpful first reply, and your sales team sees the questions and contact details it still needs.
49 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 toolsDraft SQL to rank accounts by the team's sales criteria.
Get a ranking SQL query in your chat thread, ready for review. See how the measure and ties determine each position.
14 toolsAttach the exact scope version that passed review to the draft quote.
Your draft quote carries the scope version your team signed off, so approvers can review the right file.
15 toolsRoute revised fees or scope to reviewers set by account rules.
Your delivery manager sees changed proposal terms and a pending review before the team moves forward.
11 toolsCheck lead fit and duplicates before campaign entry.
Website inquiries reach your campaign with a relevant email draft. You review the message before anyone sends it.
31 toolsCheck each form lead's email and record pass or review.
Get a clear pass or review result for contact form leads before sales follows up, with a reason for addresses that need a closer look.
33 toolsConnect sent outreach to approved copy and surface exceptions.
Your outreach email tracking shows what your team actually sent, with approval mismatches assigned to your sales lead for review.
5 tools
