Match property listings, book viewings, draft proposals. Every one is ready to run, and you can adjust it in plain language.
Put verified short links in a list sales reps can copy.
Give your sales team a copyable list of custom short links for each ready sales kit, with destination conflicts called out for review.
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.
Put the deal's proposal PDFs into one account folder packet.
Get your proposal and supporting PDFs together in the shared account folder, with a link on the deal for your team.
Send approved proposals to the right prospects and notify their salespeople.
Your proposals reach prospects with a personal note, while sales gets the active link and a record of what went out.
Prepare proposal drafts from sellers' discovery notes.
Get a business proposal draft shaped by your team's sample, with current costs and a link to review.
Track due quote follow-ups and flag prospects who answer.
Your quote follow-ups go out when agreed check-in dates come due, and you see who replied or needs a personal touch.
Reply to incoming lead texts and leave open questions on each lead.
Prospects get a relevant text reply while you're busy, and you see any question that still needs a personal answer.