Log replies, send outreach emails, book lead meetings. Every one is ready to run, and you can adjust it in plain language.
Turn first email drafts into complete options for approval.
Choose from three subject lines grounded in your draft and recipient's role, with complete emails ready for review.
Book introductory meetings with new prospects on the rep's calendar.
Your inbound leads get a meeting invitation at the first open time on their rep's calendar, or a follow-up email when no time is open.
Send a relevant prospect follow-up when a deal reaches the next stage.
Keep your sales follow-up process moving with relevant emails at key deal stages and a clear record of every send or hold.
Flag inbound prospects due for a personal follow-up.
Your Zoho CRM leads show whether someone sent a first reply, and owners get a clear task when outreach is still due.
Mark prior outreach on imported prospects before the next touch.
See which imported leads got a first email and which still need your personal follow-up, with uncertain matches ready for your review.
Draft prospect replies using deal history and approved terms.
Your sales email reply draws on the conversation and current deal, with uncertain promises marked for your review before sending.
Send deal follow-ups that reflect each prospect's latest reply.
Your quiet deals get personal follow-ups based on recent conversations, with a clear report on what was sent and what needs your review.
Send due follow-ups on open deals and log what went out.
Keep prospect conversations moving with relevant follow-up emails, and see what went out or needs your attention.
Draft a reply that respects a prospect's decision on a deal.
Get a thoughtful sales email reply in your private chat, with the prospect's reason and offer context close at hand before you send it.
Find decision-makers at target accounts for direct outreach.
Your team gets CRM contacts with validated work emails and mobile numbers every Monday. See how many candidates were excluded.
Flag bounced introductions before reaching out to prospects again.
Your CRM follow-up list shows who received a first email and whose address bounced, so the next move is clear after each batch.
Draft buyer proposals from deal notes and approved prices.
Your client proposal starts as a draft in your chosen template, with the buyer's needs and approved prices ready for your review.