Sales, quotes & revenue.
Requests answered, quotes moved, renewals kept.
22 listings · 22 built on request
22 shown
Abandoned QuoteAgentFinds storefront quote requests and carts left before submission and proposes a recovery message or a sales assist.Built on requestAccount ApplicationAgentReviews new wholesale account applications against your customer records and risk scores and proposes approval, terms, or a decline.Built on requestChurn WatchAgentCombines falling usage, failed payments, and support ratings into a churn flag and proposes a save action for the account owner.Built on requestContract LapseAgentCatches orders placed against expired agreements or lapsed negotiated prices and proposes an extension, a requote, or a hold.Built on requestCredit HoldAgentGathers balance, aging, and payment history for each order on credit hold and proposes release, partial release, or a customer notice.Built on requestDeal HandoffAgentWhen a deal is won, drafts the ERP customer, payment terms, and onboarding tasks from the deal and quote and proposes them for setup.Built on requestDiscount ApprovalAgentPrices each discounted quote against unit cost and your margin floor and proposes approve, counter, or decline for the approver.Built on requestDuplicate LeadAgentMatches new leads against existing accounts and customers and proposes a merge or owner handoff before two reps call the same buyer.Built on requestLead ResponseAgentWatches each new inbound lead for a first reply inside your window and proposes a reply draft or a reassignment when time runs out.Built on requestPrice List DriftAgentCompares storefront and quote prices with the ERP price list and proposes a correction for every item that no longer matches.Built on requestPromise CheckAgentChecks delivery dates on outgoing quotes against stock and inbound purchase orders and proposes a corrected promise before the quote leaves.Built on requestQuote ExpiryAgentWatches quote validity dates and proposes an extension or a repriced quote when costs or exchange rates moved before the customer decided.Built on requestQuote Follow-upAgentFinds sent quotes with no reply past your day limit, checks support threads first, and proposes the follow-up for the rep to send.Built on requestQuote to OrderAgentMatches each accepted quote to the ERP sales order and proposes creating the order, or correcting its lines, when they differ.Built on requestRenewal ReminderAgentFlags subscriptions and contracts nearing term end and proposes the renewal notice with open tickets and usage attached.Built on requestReorder PromptAgentLearns each account's reorder interval from its order history and proposes a reminder when a repeat purchase is overdue.Built on requestRFQ IntakeAgentReads inbound RFQs from mail, tickets, and sheets, matches lines to your item master, and drafts a quote with unmatched lines flagged.Built on requestSample RequestAgentTurns each sample request into a proposed shipment, checks sample stock and prior requests, and sets the follow-up date.Built on requestStale PipelineAgentFinds deals with no activity past their stage age limit and proposes a next step, a stage change, or a close-lost for the owner.Built on requestTerritory BalanceAgentMeasures open pipeline and account load per rep and territory and proposes account moves when a territory is over or under capacity.Built on requestUsage UpsellAgentSpots accounts whose metered usage is near or over their plan limit and proposes an upgrade task for the account owner.Built on requestWin-Loss RecordAgentWhen a deal closes, assembles the reason from calls, quotes, and support threads and proposes a win or loss record for the owner.Built on request
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