A lead writes in, gets qualified in your CRM, and a priced offer is waiting for approval.
For: Agencies and software houses that sell project work
Most inbound requests wait days for a first answer, and half of them were never a fit. The senior person who could answer fast is busy.
No setup beyond the connection. Describe the goal to any MCP client connected to Apropo and it picks the methods below.
The agent reads the email, pulls out the goal, budget hints, deadline and constraints, and creates or finds the contact and deal.
It looks up the company, checks it against your qualification rules and compares with similar projects you already delivered.
The agent posts its score and reasons in the team channel and on the deal. A salesperson accepts or rejects. A rejection goes to a polite reply draft instead.
The brief is anonymised, benchmarked against your library and turned into a draft project in Apropo.
It applies your rates and reads the totals and the margin from the server.
The estimator opens the draft from the task on the deal. They change what is off in the Apropo editor, or tell the agent to do it, then approve in the CRM.
The agent writes the cover email with the share link and attaches it to the deal as a draft. It does not send anything.
A person reads the draft and sends it. The deal moves to the next stage.
A qualified lead gets a reviewed, priced offer in hours, and an unqualified one gets a quick, polite answer. Seniors spend time only where a decision is needed.
Gmail, HubSpot, Pipedrive, Apollo, Slack, Microsoft Teams
Book a demo and we will run this workflow live with your tools, with a person approving every step that matters.