Escalate late approvals, open follow-ups, remind reviewers. Every one is ready to run, and you can adjust it in plain language.
Turn prospect emails into proposals ready to send.
Your prospects receive branded business proposals based on their emails and the pricing rules you set.
Send follow-ups to interested leads and flag held emails for review.
Interested prospects get a personal invitation to talk, and you see exactly what went out or why it was held.
Track referral follow-ups and surface replies for the assigned rep.
Your unanswered introductions get a relevant follow-up when due, and you hear when a referred lead replies.