Archive recordings, create meeting notes, send transcripts. Every one is ready to run, and you can adjust it in plain language.
Follow up with a lead in the same email conversation.
Your follow-ups to sales leads go into the original email thread, and replies reach your chat so you can take over.
Invite interested buyers or sellers to discuss their inquiry.
Interested prospects get a personal invitation to talk, and you see exactly what went out or why it was held.
Combine transaction documents in order and message the PDF link.
Get PDFs merged in the order you list. The folder owner gets a link in chat. You choose where the finished file goes.
Text buyers and sellers when their next check-in is due.
Keep sales follow-up texts moving: eligible prospects get a timely next step, and your task list shows what went out or needs attention.