AI-Agents for Sales Support working with Microsoft Office 365

You get a business proposal draft with costs tied to your service rates and open questions ready for your review.

Works with29 tools

Get short links for your finalized tracking URLs, mapped to placements in your launch sheet, with failed links flagged for review.

Works with8 tools

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

Your report or invoice packet is ready on the same spreadsheet row as the source PDFs, with its pages in the order you chose.

Works with8 tools

Your prospects receive branded business proposals based on their emails and the pricing rules you set.

Works with5 tools

Your clients hear when their contact returns, and urgent requests reach the colleague covering the inbox.

Works with10 tools

Your senders hear back while you're away, and your backup sees requests that need attention before you return.

Works with12 tools

Your teammates get a combined report PDF in their requested page order, with a link back in the email thread.

Works with8 tools

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

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

Works with9 tools

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

Get a business proposal in your company template, with the service team's agreed scope and costs ready for your review.

Works with8 tools