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.
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.
Show which approved prospect emails went out and which need attention.
Your outreach email tracking sheet shows send results and a daily list of messages that need your attention.
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.
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.