Microsoft Excel 365 and Microsoft Teams automations — Sales & Leads

Ready-made scenarios where Microsoft Excel 365 and Microsoft Teams work for you (sales & leads): pick one — a copy appears in your account and runs on its own.

8 scenarios

Lead response-time monitoring with alerts
Every lead: reply, CRM and nurture, instantly
Compare each proposal against your winners and find the gaps
Company and contact data — on request, in your messenger
Lead reply intent sorting with ready tasks in Microsoft Teams
Client onboarding from documents — the record fills itself in
An AI assistant over your CRM in any messenger
Finding companies and their staff's work contacts — with AI