AI-Agents for Sales Operations

Log replies, send outreach emails, book lead meetings.

Refresh Local Lead Lists

Get a fresh territory lead list every Monday. See new prospects and confirmed closures. Review possible duplicates before outreach.

Works with5 tools
Shorten Referral Links

Give your partner manager a short link for each promotion, with the original referral URL preserved for checking.

Works with6 tools
Build Construction Lead List

Your sales team gets a ranked construction lead list from permit alerts, with project details and reasons to follow up.

Works with5 tools
Clean Lead Submissions

Your lead tracker gets clean contact details and a follow-up status, while your sales team gets the details by email.

Works with7 tools
Draft RFP Proposal

Get a tailored RFP proposal draft in your sales inbox, with unanswered requirements clearly marked for review.

Works with4 tools
Reply to Ad Leads

Your sales team sees which ad leads have a first email queued and which need personal follow-up, right in your lead management platform.

Works with4 tools
Send Bulk Outreach Emails

Your first-contact emails go out across your team's send windows, with opt-outs checked and a dated ledger of the results.

Works with7 tools
Send Buyer Lead Emails

Your buyer leads get a personal first reply about the home they asked about, while your sales Agent sees questions that need a closer look.

Works with4 tools
Send Call Follow-Up Emails

Your sales call follow-up email reflects your notes and recent replies, with the send result right on the call.

Works with8 tools
Send Cold Outreach Email

Your lead approves a target account, and you get a relevant first email or a clear reason to review it.

Works with5 tools
Send First Outreach Emails

Your outreach email template becomes tailored first emails, with prior contacts skipped and a report showing exactly what went out.

Works with5 tools
Send RFP 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.

Works with6 tools
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