Match property listings, book viewings, draft proposals. Every one is ready to run, and you can adjust it in plain language.
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.