Book appointments, reschedule clients, send meeting links. 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.
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.
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.
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.
Invite interested prospects to book their first sales conversation.
Interested prospects get a personal invitation to talk, and you see exactly what went out or why it was held.
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.
Send one follow-up in the original thread when a prospect stays silent.
Your sales follow-up emails go out when due if prospects stay quiet, and their replies stand out in your inbox.
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.