Check requests, collect missing files, open approval tasks. Every one is ready to run, and you can adjust it in plain language.
Book prospect meetings across the team and send joining details.
Your prospective clients get a confirmed host and meeting link, while your round-robin rules balance team bookings.
Book emailed prospect meetings across available sales hosts.
Your meeting requests become round robin bookings, with an available host named in the confirmation email.
Prepare prospect call options with bookable times in their time zone.
Get bookable options in your guest's work hours, with links ready to forward when you schedule a meeting across time zones.
Clean new lead entries and email contact details to the sales team.
Your lead tracker gets clean contact details and a follow-up status, while your sales team gets the details by email.