Match property listings, book viewings, draft proposals. Every one is ready to run, and you can adjust it in plain language.
Turn prospect briefs into priced proposal drafts for review.
You get a business proposal draft with costs tied to your service rates and open questions ready for your review.
Send a due lead follow-up in the original email thread.
Your follow-ups to sales leads go into the original email thread, and replies reach your chat so you can take over.
Draft prospect proposals from post-call needs and approved rates.
Your prospects receive branded business proposals based on their emails and the pricing rules you set.
Tell clients who covers their account and flag urgent deal emails.
Your clients hear when their contact returns, and urgent requests reach the colleague covering the inbox.
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.
Answer prospect replies and flag the conversations ready for a meeting.
Get a relevant reply when the next step is open, plus a task that tells your rep what the prospect said and what comes next.
Send prospects a call recap with the agreed next step and timing.
Your prospect gets a short sales call follow-up email with the agreed next step and timing, while you get a copy and any open questions.
Follow up on sales calls with the promised link and agreed next step.
Your prospect gets a sales meeting follow-up email with the promised material and agreed next step, and you stay copied.
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.
Draft buyer proposals from call recaps and approved pricing.
Your business proposal starts with your call recap and lands in your proposal workspace as a draft with the pricing you approved.
Follow up on interested leads with an invitation to discuss their inquiry.
Interested prospects get a personal invitation to talk, and you see exactly what went out or why it was held.