Sales
AI Sales Development Rep
Generate and qualify new sales opportunities.
Reply to leadsFollow up with prospectsUpdate CRM+2
Starts at$599/mo
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Sales
AI Proposal Assistant
Help move prospects from interest to signed proposal.
Cuts the time from discovery call to signed proposal. Pulls package and pricing data, summarizes client needs from notes, drafts proposal copy, generates follow-up emails, tracks proposal views, and reminds your team when it's time to chase.
Draft emailsSummarize conversationsFollow up with prospectsUpdate CRM
What this AI employee does
- Draft emails
- Summarize conversations
- Follow up with prospects
- Update CRM
Daily workflow
- 01Discovery call notes uploaded
- 02Summarizes client needs and goals
- 03Pulls relevant package and pricing
- 04Drafts proposal copy
- 05Schedules follow-up emails
- 06Notifies team when proposal is viewed
Sample proof log
- 2:01 PMDiscovery call notes received from sales rep
- 2:03 PMClient needs summary generated
- 2:05 PMProposal draft created — 3 service tiers
- 2:06 PMApproval request sent to sales lead
- Tomorrow 10amFollow-up email scheduled
What gets tracked
Proposals drafted
Follow-ups scheduled
Proposal views tracked
Sales handoff notes created
Sales
AI Appointment Setter
Turn interested leads into booked appointments.
Reply to leadsBook appointmentsSend reminders+2
Starts at$599/mo
Sales
AI Lead Follow-Up Specialist
Recover leads that would otherwise go cold.
Follow up with prospectsReply to leadsSend reminders+2
Starts at$599/mo