Book appointments, reschedule clients, send meeting links. Every one is ready to run, and you can adjust it in plain language.
Send approved prospect batches without emailing opted-out contacts.
Your scheduled mail merge uses the latest recipient list, so you can see who was emailed and which rows need attention.
Send approved prospect emails and flag contacts that need fixes.
Your mail merge goes out after you approve the sheet, with send results and rows needing attention visible beside recipients.
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.
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.