Book appointments, reschedule clients, send meeting links. Every one is ready to run, and you can adjust it in plain language.
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.
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.