Pencel for Sales Team

More selling time, from first lead to signed proposal

Pencel researches leads, preps your meetings, keeps deals moving and drafts the proposal. You decide who to contact and what to send.

Set up by your sales or business development lead in one session. Connects to Gmail, Google Calendar, web research, government bid portals, Word.

Workflows

What it does for you

  1. Sales inbox

    Inbox

    Sorts customer and prospect email every morning and drafts the replies.

    Less time in email, faster replies

    You approve each send

    Ready nowLearn more

  2. Lead research and qualification

    Prospecting

    Researches each lead, scores the fit against your ideal customer, and says why.

    Less research, better-prioritized leads

    You pick who to contact

    Coming soon

  3. Government RFP scout

    Prospecting

    Scans federal and state portals every morning and scores each listing against your company.

    Fewer missed bids, less portal searching

    You pick pursue or pass

    Ready nowLearn more

  4. Personalized outreach

    Outbound

    Drafts an account-specific email using the prospect’s likely pain and your case studies.

    More personal outreach, less prep time

    You review and send

    Coming soon

  5. Meeting prep and follow-up

    Meetings

    Briefs you before each meeting, then drafts the follow-up and next steps after it.

    Better follow-through after every meeting

    You approve the follow-up

    Coming soon

  6. Pipeline risk and next step

    Pipeline

    Spots deals gone quiet or slipping and recommends the next action.

    Less pipeline leakage, cleaner forecasts

    Recommends, you act

    Coming soon

  7. Proposal and RFP response

    Closing

    Reads the request, builds the compliance matrix and drafts the response from your company facts.

    Faster responses with fewer errors

    Flags gaps, you submit

    Ready nowLearn more

Need a workflow that isn’t listed?

Use the workflow builder to create any workflow your team needs. Describe it in plain words, and Pencel builds it, tests it on your data, and runs it with the same memory, approvals and spending cap.

Built for teams

Learns your business, runs under your rules

Memory and knowledge

Every agent shares your company facts and learns from each correction, so it gets better with every run.

  • Ideal customer profile
  • Case studies and pricing
  • Certifications and past performance

Access and governance

Share workflows with your team. Each one uses only the tools it needs, and these actions are gated:

  • Pursue a bidEvery time
  • Email a prospect or customerOnce or standing
  • Research and score leadsNo approval
  • Submit a bidNever

Team sharing is in pilot. See the Teams plan

Cost

Each room has a monthly spending cap you set. It cannot spend past it.

Results show up inHomeGmailDocumentsKnowledge

Go deeper

The Rooms behind it