Book appointments, reschedule clients, send meeting links. Every one is ready to run, and you can adjust it in plain language.
Send approved prospect emails and log each contact's first reply.
Your prepared outreach emails go out on your chosen day, and replies appear beside contacts in your sheet so you can see who needs follow-up.
Check prior contact before sending a tailored first email.
Keep first sales outreach moving from the assigned rep's mailbox, with the exact email and send result visible on the lead.
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.
Send approved first emails to prospects in assigned send windows.
Your first-contact emails go out across your team's send windows, with opt-outs checked and a dated ledger of the results.
Follow up after an initial call without repeating a sent email.
Your sales call follow-up email reflects your notes and recent replies, with the send result right on the call.
Follow up after an initial prospect exchange to secure the next meeting.
Keep early sales conversations moving with relevant follow-ups, and see a task when a prospect replies.
Call interested prospects back and capture what they want to do next.
See what happened with requested sales follow-up calls: the prospect's answer or a reason the call did not happen, plus a task for your next step.