AI-Agents for Sales Support in Software working with Microsoft Office 365

Match property listings, book viewings, draft proposals. Every one is ready to run, and you can adjust it in plain language.

Create Custom Short Links

Put verified short links in kits for software sales teams.

Give your sales team a copyable list of custom short links for each ready sales kit, with destination conflicts called out for review.

Works with7 tools
Send Sales Call Follow-Ups

Follow up on software sales calls with the agreed next step.

Your prospect gets a short sales call follow-up email with the agreed next step and timing, while you get a copy and any open questions.

Works with25 tools
Send Sales Meeting Follow-Up

Send prospects promised demo material and the next step after sales calls.

Your prospect gets a sales meeting follow-up email with the promised material and agreed next step, and you stay copied.

Works with9 tools
Send Sales Follow-Ups

Send personal follow-ups on stalled software deals.

Your quiet deals get personal follow-ups based on recent conversations, with a clear report on what was sent and what needs your review.

Works with23 tools
Shorten Referral Links

Create checked short links for partner referral campaigns.

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

Works with6 tools
Send Chat Auto Replies

Reply to common product questions and flag chats needing support.

Your routine chats get the replies you chose, and chats needing a personal answer appear together in your inbox view.

Works with8 tools
Merge Proposal PDFs

Combine software proposals and supporting PDFs for sales deals.

Get your proposal and supporting PDFs together in the shared account folder, with a link on the deal for your team.

Works with5 tools
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