Match property listings, book viewings, draft proposals. Every one is ready to run, and you can adjust it in plain language.
Prepare client proposals from emailed needs and approved costs.
Your prospects receive branded business proposals based on their emails and the pricing rules you set.
Send approved absence replies to clients and flag urgent account needs.
Your clients hear when their contact returns, and urgent requests reach the colleague covering the inbox.
Reply to client emails and route urgent account requests to the backup.
Your senders hear back while you're away, and your backup sees requests that need attention before you return.
Follow up on client opportunities without repeating an earlier message.
Keep your sales follow-up process moving with relevant emails at key deal stages and a clear record of every send or hold.
Draft client replies about an open deal's scope and price.
Your sales email reply draws on the conversation and current deal, with uncertain promises marked for your review before sending.
Prepare client proposals from discovery notes and approved costs.
Your business proposal starts with your call recap and lands in your proposal workspace as a draft with the pricing you approved.
Prepare client proposals that preserve agreed scope and costs.
Get a business proposal in your company template, with the service team's agreed scope and costs ready for your review.