Answer routine questions, draft replies, route requests. Every one is ready to run, and you can adjust it in plain language.
Record mailbox outcomes and hold reasons on approved leads.
Keep first sales outreach moving from the assigned rep's mailbox, with the exact email and send result visible on the lead.
Record the signature request on the approved renewal.
Your renewal agreement reaches the right signers before its deadline, and you get an email showing who was invited and when.
Check opt-outs and prior sends before approved first emails go out.
Your first-contact emails go out across your team's send windows, with opt-outs checked and a dated ledger of the results.
Send approved agreements from deals and log each signature invitation.
Your signers get the agreement to sign, and your seller sees the invitation details on the deal.
Send approved sales agreements to signers and confirm invitations.
Your signers get personal signature requests from the final agreement you email, and you get a reply with the invitation wording and their links.
Verify lead emails and add qualified people to the right campaign.
Website inquiries reach your campaign with a relevant email draft. You review the message before anyone sends it.
Check lead eligibility and prevent duplicate campaign members.
Get campaign members and tailored email drafts ready for review when you mark leads Ready, while holding opt-outs and duplicates.