Coming soonGrowth
Otto The Salesman
Keeps the pipeline honest and the follow-ups on time.
Drafts the proposal from your own scope, logs what was said, and reminds you about the prospect who went quiet three weeks ago.
Coming soon. This agent is not live yet. The order we build in is set by which clients are waiting — so if this is the one you need, saying so genuinely moves it up.
What it does
- Drafts proposals from your templates and scope notes
- Keeps the pipeline current from what actually happened
- Prepares follow-ups on the dates you agreed
What it never does
- Sends a proposal without you reading it
Works with
- CRM
Sold to
- Accounting practices
- Management companies
- Insurance brokers
Entitlements are enforced server-side on every request, not by hiding menu items. A firm that has not bought an agent has no screen for it at all.
See Otto The Salesman on your own documents.
Send us three real files under NDA, redacted if you prefer. Nothing is as persuasive as watching your own March, done.