Book appointments, reschedule clients, send meeting links. Every one is ready to run, and you can adjust it in plain language.
Reconnect with prospective clients as their deals reach follow-up stages.
Keep your sales follow-up process moving with relevant emails at key deal stages and a clear record of every send or hold.
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.
Start new client conversations from approved introductions.
Warm introductions get a personal first email in their original conversation, and you see the exact message or why it was held.