Match property listings, book viewings, draft proposals. Every one is ready to run, and you can adjust it in plain language.
See unresolved scope and pricing questions before proposals go out.
You get a business proposal draft with costs tied to your service rates and open questions ready for your review.
See which prospect follow-ups went out and which deals need attention.
Keep your sales follow-up process moving with relevant emails at key deal stages and a clear record of every send or hold.
Keep prospect replies moving and give reps clear follow-up tasks.
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.
Flag unapproved promises in deal replies for salesperson review.
Your sales email reply draws on the conversation and current deal, with uncertain promises marked for your review before sending.
Review listed deals, send justified follow-ups, and report holds.
Your quiet deals get personal follow-ups based on recent conversations, with a clear report on what was sent and what needs your review.
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.
Keep reps informed when their promised follow-ups go out.
Your sales call follow-up email reflects your notes and recent replies, with the send result right on the call.
Record sent follow-ups and blockers on each prospect activity.
Keep prospect conversations moving with relevant follow-up emails, and see what went out or needs your attention.
Bring unclear offer rejections to the sales lead for review.
Get a thoughtful sales email reply in your private chat, with the prospect's reason and offer context close at hand before you send it.
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.
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.
Prepare discount replies for your salespeople to review before sending.
Get an email reply draft when a customer asks for a discount. Review the offer or decline against your rules before you send it.