Send outreach emails, follow up with leads, answer comments. Every one is ready to run, and you can adjust it in plain language.
Introduce the firm to approved accounts with a sourced first email.
Your lead approves a target account, and you get a relevant first email or a clear reason to review it.
Open conversations with approved prospects using account notes.
Your outreach email template becomes tailored first emails, with prior contacts skipped and a report showing exactly what went out.
Send a next step in unanswered new business conversations when due.
Keep sales follow-up emails moving on the dates you choose. See the exact text sent or why a prospect thread needs your attention.