Business development executives
Partners, large opportunities, contracts and every payment installment live in one record. When an opportunity stalls, Sulato AI creates a task to remind you.
One large opportunity passes through many parties over many months. Miss one step and it goes cold.
Where a new partner came from and who met them first: nobody remembers.
All leads go into one list, with source and owner. Assignment rules route each lead to the right person.
When an opportunity stalls, Sulato AI creates a task to remind you. If it goes overdue, it reminds you once, and if it stays quiet it alerts the decision-maker.
A contract is linked to its opportunity and project, with a reminder before it expires. Every milestone has an owner and a deadline.
You choose 1, 2 or 3 tiers. SB only calculates commission on real sales that come from a referral.
When an opportunity has no next step, Sulato AI creates a task reminding you to reconnect. If it goes overdue, it reminds you once more, and if there is still no progress it alerts the decision-maker.
When Sulato AI tracks an opportunity, it creates a reminder task for you inside the app. It does not message partners. Reaching out stays your job, and once you handle it, Sulato AI stops on its own.
You create the workspace, so your partners, conversation history, quotes and templates live in it. You can export your data to files at any time.
You create the workspace, and data is kept separate for each business. Only people you invite can get in, and each sees what the role you assign allows.
Sign up, pick your trade, and SB sets up templates and terminology that fit your business.
