AI-Agents for Software

Agents give software businesses more time to develop products and support customers.

Compile CRM Lead List

Sort software prospects by territory and fit for outreach.

Get a lead list from your existing sales records, with duplicates handled and a CSV that links back to the records behind every row.

Works with25 tools
Flag Quote Differences

Flag subscription price or term changes before quote approval.

Your reviewer sees what changed in a forwarded quote before deciding whether to approve it, without digging through the deal.

Works with20 tools
Reply to Sales Prospects

Answer software prospects and ask for a meeting about their needs.

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.

Works with23 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
Update Lead Follow-Up Status

Track first replies to demo requests and assign the next sales follow-up.

Your Zoho CRM leads show whether someone sent a first reply, and owners get a clear task when outreach is still due.

Works with15 tools
Book Round Robin Appointments

Book product demos with available team members and send meeting links.

Your prospective clients get a confirmed host and meeting link, while your round-robin rules balance team bookings.

Works with29 tools
Send Release Notes

Email release notes from approved software briefs.

Your stakeholders get release notes in your team's format, and the release owner gets a copy of the sent note.

Works with7 tools
Book Round Robin Meetings

Book incoming demo requests with an available host and send the details.

Your meeting requests become round robin bookings, with an available host named in the confirmation email.

Works with10 tools
Email Lead List

Send first emails to software prospects and flag duplicate addresses.

Your first-contact emails go out to eligible leads, with send times and contacts needing review in one reply.

Works with12 tools
Update Imported Lead Status

Show which imported prospects already received a sales email.

See which imported leads got a first email and which still need your personal follow-up, with uncertain matches ready for your review.

Works with11 tools
Verify Prospect Emails

Check software sales leads' emails before outreach.

Start your Monday follow-up with current address checks and a short list of prospects who need a replacement or review.

Works with6 tools
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