Check requests, collect missing files, open approval tasks. Every one is ready to run, and you can adjust it in plain language.
Prepare RFP proposals for review before client delivery.
Get a tailored RFP proposal draft in your sales inbox, with unanswered requirements clearly marked for review.
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.
Prepare proposal drafts with approved costs and open questions.
Get a business proposal draft in your company’s format, with costs and open questions ready for your review.
Send approved answers to sales leads and flag questions for reps.
Prospects get a relevant text reply while you're busy, and you see any question that still needs a personal answer.