Question: Can you recommend a client management tool that integrates with proposal creation and has AI-generated emails?

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workifAI

If you're looking for a client management tool that integrates with proposal creation and has AI-generated emails, workifAI is a top contender. This AI-powered tool for freelancers helps streamline proposal generation by turning notes or recordings of client calls into smart proposals, estimating project duration, and offering a built-in client management tool with AI-generated emails. It also includes a personalized AI model that learns from each project to improve your workflow and save you time. With a free plan available, it's a good starting point for improving your proposal and client management.

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WINN.AI

Another top contender is WINN.AI, an AI-powered sales assistant that automates data capture, CRM updates and playbook tracking. WINN.AI joins virtual meetings, takes notes and tracks playbook conversations in real-time, then updates CRM accordingly. The tool includes AI-generated emails and has two pricing tiers, including a Pro plan for $69 per user per month and an Enterprise plan with custom pricing. It could be a good option for sales teams that want to reduce busywork and free up more time for selling.

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Klenty

If you're looking for a more full-featured sales engagement platform, check out Klenty. Klenty automates work with AI to manage and personalize outreach across multiple channels, including email, phone, LinkedIn, WhatsApp and SMS. It integrates with popular CRM tools and offers flexible pricing tiers for teams of different sizes. Klenty helps sales teams improve call efficiency and follow up with personalized messages, so it's a good option for managing client interactions.

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Humanlinker

Last, Humanlinker is an AI generative platform that helps sales teams generate and convert pipelines with personalized messages. It includes features like hyper-personalization, sales automation and 360 company and prospect analysis. Humanlinker integrates with existing tools so you can ensure alignment and efficiency across sales teams, and it's a good option for increasing engagement and converting prospects. A free trial is available so you can see for yourself.

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