Log replies, send outreach emails, book lead meetings. Every one is ready to run, and you can adjust it in plain language.
Reply to new business prospects and assign the next follow-up.
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.
Surface new client inquiries that still need personal outreach.
Your Zoho CRM leads show whether someone sent a first reply, and owners get a clear task when outreach is still due.
Sort permit alerts into projects worth pursuing.
Your sales team gets a ranked construction lead list from permit alerts, with project details and reasons to follow up.
Submit approved bids for new clients before their deadlines.
Your RFP proposal goes to the buyer when the package meets their instructions. You get a sent-mail receipt or a clear issue to resolve.
Send approved new-client agreements to the named signer.
Your client gets the agreement to sign, and you get the request link and send confirmation on the project.
Draft new client proposals from agreed project terms.
Get a proposal draft tailored to your prospect and based on your business proposal template. Review the terms before sharing it.