Agents help Sales Development Representatives find prospects worth contacting.
Deliver a territory lead list with links to source records.
Get a lead list from your existing sales records, with duplicates handled and a CSV that links back to the records behind every row.
Answer outreach replies and hand over prospects ready to meet.
Get a relevant reply when the next step is open, plus a task that tells your rep what the prospect said and what comes next.
Recap discovery calls with the agreed next step and timing.
Your prospect gets a short sales call follow-up email with the agreed next step and timing, while you get a copy and any open questions.
Send prospects the promised material after discovery calls.
Your prospect gets a sales meeting follow-up email with the promised material and agreed next step, and you stay copied.
See which form leads need a first email or personal follow-up.
Your Zoho CRM leads show whether someone sent a first reply, and owners get a clear task when outreach is still due.
Send first emails to prospect lists and flag contacts needing review.
Your first-contact emails go out to eligible leads, with send times and contacts needing review in one reply.
Find local business prospects and send tailored first emails.
Get a local lead list showing which first emails went out, who was skipped, and when messages were sent, right in your request thread.
Identify imported prospects who still need a first email.
See which imported leads got a first email and which still need your personal follow-up, with uncertain matches ready for your review.
Hold bad addresses out of each week's prospect outreach.
Start your Monday follow-up with current address checks and a short list of prospects who need a replacement or review.
See campaign leads with suggested owners and next steps.
Your team gets a shared Sales Navigator lead list with fit notes and suggested owners based on the rules you choose.
Find new accounts with timely reasons to start a conversation.
Give your reps a morning queue for outbound sales lead generation. They get fresh companies, buying signals, and roles to research.
Send approved prospects a first email while their interest is fresh.
Your personalized email outreach reaches buyers while their interest is fresh, and your sales lead sees the sends and skips.