Answer routine questions, draft replies, route requests. Every one is ready to run, and you can adjust it in plain language.
Keep first-email results visible on approved leads for rep follow-up.
Keep first sales outreach moving from the assigned rep's mailbox, with the exact email and send result visible on the lead.
Send approved deal PDFs to signers and record the request on the deal.
Your signers get the agreement to sign, and your seller sees the invitation details on the deal.
Check incoming campaign leads for fit and duplicates before adding them.
Website inquiries reach your campaign with a relevant email draft. You review the message before anyone sends it.
Move ready sales leads into campaigns with draft emails to review.
Get campaign members and tailored email drafts ready for review when you mark leads Ready, while holding opt-outs and duplicates.