Integrations Directory 
Smartlead
Smartlead is a sales engagement platform that helps businesses automate and personalize their outreach to prospects. It provides a suite of tools for sending personalized emails, scheduling follow-ups, and tracking engagement.
- Leads
- Emails
- Follow-ups
- Engagement Data
AI Operation Agent
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AI Operation Tools
Your Business Process
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Quote/Proposal Request
Allow prospects to formally request pricing or proposals for services/products.
Module:Sales
Entity:Quote Request
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Inventory Count / Audit
Periodic reconciliation of physical stock with system records.
Module:Inventory Management
Entity:Inventory Count / Cycle Count
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Customer Feedback/Survey (e.g., Net Promoter Score)
Collect feedback on customer satisfaction to drive improvements and retention.
Module:Sales
Entity:Customer Engagement
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Sales Order Request
Initiate the purchase process based on a finalized quote or customer intent.
Module:Sales
Entity:Sales Order Request
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