With Agents, Account Executives have more time to build trust and move deals forward.
Send prepared emails to leads and see which contacts have replied.
Your prepared outreach emails go out on your chosen day, and replies appear beside contacts in your sheet so you can see who needs follow-up.
Summarize prospect emails and log them for follow-up.
Get short summaries and useful labels for incoming work email. Scan your tracking sheet when it's time to follow up.
Keep prospect replies while trashing clearly unwanted mail.
Your inbox stays clearer each week as clearly unwanted mail goes to trash and you get an explanation for every decision in your private chat.
Flag prospect meeting invitations that clash with customer calls.
See a meeting clash before you reply, with a private email showing the invitation and any overlapping work commitments.
Label prospect replies needing action and sales notices by purpose.
Spot emails that need a reply or other attention, while your remaining inbox messages get labels that explain their purpose.
Check prospect meeting confirmations and draft replies around conflicts.
Get a reply draft for meeting and appointment confirmations, with calendar differences or scheduling conflicts called out before you send.
Put prospect questions needing a reply ahead of sales updates.
Start your day with a short inbox summary that puts unanswered requests and deadlines first, with routine updates grouped below.
Turn flagged prospect replies into clear tasks due tomorrow.
See your next steps in the flagged-email task list, with action notes and due dates for tomorrow.
Find the right discovery or demo link to send a prospect.
Your colleagues get a clear answer about which booking link to share, based on your meeting guide and current meeting pages.
Send approved replies to support requests sent to a sales contact.
Keep misdirected LinkedIn questions moving without writing the same response again. Your team reviews the reply before it goes out.
Add video links to prospect meetings and resend invitations.
Guests get a way to join remotely when your calendar invites need one, without you making calls and resending updates by hand.
Add video links to prospect meeting invitations and update guests.
Your guests receive a calendar update with a joining link when you mark an invitation “Video meeting” and choose a supported video service.