Answer questions, book visits, flag urgent requests. Every one is ready to run, and you can adjust it in plain language.
Send the next prospect email from the current deal and conversation.
Keep your sales follow-up process moving with relevant emails at key deal stages and a clear record of every send or hold.
Email approved proposal links to prospects and confirm each send.
Your proposals reach prospects with a personal note, while sales gets the active link and a record of what went out.
Send approved customer agreements for signature and note the invite on the deal.
Your signers get the agreement to sign, and your seller sees the invitation details on the deal.