Send outreach, chase replies, book lead meetings. Every one is ready to run, and you can adjust it in plain language.
Book inbound leads with their assigned reps for a first meeting.
Your inbound leads get a meeting invitation at the first open time on their rep's calendar, or a follow-up email when no time is open.
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.
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.
Send the first email to introduced prospects without duplicating outreach.
Warm introductions get a personal first email in their original conversation, and you see the exact message or why it was held.
Log first outreach to new leads and flag follow-ups still owed.
Your CRM shows when a rep first emailed a lead and whether follow-up is owed, with uncertain matches sent to the rep for review.
Identify leads due for personal follow-up after delivery.
Your lead status reflects confirmed first-email delivery. Your sales team sees the sends that still need attention.