With Agents, Sales Managers can give their teams and key deals more attention.
Add qualified prospects to the CRM for reps to follow up.
Your sales team gets qualified leads with usable contact details and a clear reason to follow up, while possible duplicates go to review.
Place eligible leads and tailored drafts in campaigns for review.
Get campaign members and tailored email drafts ready for review when you mark leads Ready, while holding opt-outs and duplicates.
Keep the team's prospecting list fresh with qualified contacts.
Your team gets CRM contacts with validated work emails and mobile numbers every Monday. See how many candidates were excluded.
See buyer objections and follow-up commitments in call briefs.
Your reps get a concise call brief, while marketing and product teams see the buyer themes worth sharing.
Email a weekly view of which outreach campaigns produce qualified leads.
Your sales team gets a weekly report showing which outreach campaigns have contacts in qualified stages.
Turn targeting requests into researched lead lists for campaign review.
See verified leads and tailored messages in your paused campaign, ready for review before outreach begins.
Schedule the team's approved first emails and report exclusions.
See first outreach emails queued for your send window, with a clear reason for every prospect left out.
Show which reps have delivered leads awaiting personal follow-up.
Your CRM follow-up list shows who received a first email and whose address bounced, so the next move is clear after each batch.
Track which final prospect notes went out and which threads need review.
Your final sales follow-ups go out only while prospects remain silent, and your schedule shows what happened to every due conversation.
Mark sales leads ready for reps and flag routing exceptions.
Your sales lead tracker shows which leads are ready for follow-up and which need a routing decision, with links in a dated task.
Build a deal report for the requested stage, owner, and close dates.
Get a sales pipeline report for the slice you request. Open the matching deals to check the count or value.
Keep reps' early lead conversations moving toward a next meeting.
Keep early sales conversations moving with relevant follow-ups, and see a task when a prospect replies.