Log replies, send outreach emails, book lead meetings. Every one is ready to run, and you can adjust it in plain language.
Find matching buyers and queue personalized first emails for review.
Your automated outreach starts with buyers who fit your profile. Review tailored emails before sending, then see every message and result in your sheet.
Turn saved searches into unique prospects ordered for outreach.
Your saved prospect search becomes a ranked lead list in a spreadsheet after you email its link.
Draft three subjects for each first prospect email.
Choose from three subject lines grounded in your draft and recipient's role, with complete emails ready for review.
Keep outreach prospects current as their roles or companies change.
Get a refreshed sales lead sheet every Monday, plus a short report of new prospects and entries that need review.
Add qualified prospects to outreach and flag duplicates before contact.
Get qualified contacts into your outreach register, with duplicates and rows needing review clearly marked on the prospect sheet.
Find new people to approach in the requested market gap.
Get a sourced list of prospects for the markets your team wants to reach, with fit notes in your spreadsheet for outreach decisions.
Send a second note only when the prospect has not replied.
Your follow-ups to sales leads go into the original email thread, and replies reach your chat so you can take over.
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.
Reply to inbound leads and ask the next question needed to qualify them.
Your website leads get a helpful first reply, and your sales team sees the questions and contact details it still needs.
Draft a first email that gives a named prospect a reason to talk.
Get a targeted outreach email shaped around your prospect's role and company priorities, with the opening explained before you send it.
Email new referred leads and leave their first contact ready to review.
New referral leads get an introduction tied to their stated need, and you can see the exact email and next step on the lead.