Agents help manufacturers stay on top of production and give their teams more time to make and improve products.
Send a Monday snapshot of team deals with a link to the breakdown.
Your sales lead gets a Monday view of open deal counts and values by stage, with the reporting period and any missing amounts clear.
Queue prospect drafts for approval and log each approved send.
Your automated outreach starts with buyers who fit your profile. Review tailored emails before sending, then see every message and result in your sheet.
Put role-aware subject options before reps for review.
Choose from three subject lines grounded in your draft and recipient's role, with complete emails ready for review.
Approve quotes within allowed rates or request corrections.
Keep customer quotes aligned with your current rate sheet, and give sellers clear price corrections when a quote needs work.
Fill the team's prospecting gaps with leads ready to review.
Get a sourced list of prospects for the markets your team wants to reach, with fit notes in your spreadsheet for outreach decisions.
Build a screened account list before assigning territory prospecting.
Get a territory sales lead list with fit evidence and a suggested buyer. Your current customer list helps keep existing accounts out.
Keep the team's prospect list focused on new, qualified people.
Get new sales prospects in your sheet each weekday, with profile links and notes that explain why they fit your chosen criteria.
Prepare sourced contact lists for reps prospecting named accounts.
Get a short list of likely buyers at your target companies, with role context and public contact routes in your prospecting sheet.
Show the first email or hold reason on each approved lead.
Keep first sales outreach moving from the assigned rep's mailbox, with the exact email and send result visible on the lead.
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.
Give teammates pipeline figures by stage, owner, and date.
Get a sales pipeline report in the same email thread, with the deal count or value and the filters behind it.
Turn emailed lead criteria into a prioritized, source-linked CSV.
Get a lead list from your existing sales records, with duplicates handled and a CSV that links back to the records behind every row.