Escalate late approvals, open follow-ups, remind reviewers. Every one is ready to run, and you can adjust it in plain language.
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.
Send the last email only to silent prospects and mark each result.
Your final sales follow-ups go out only while prospects remain silent, and your schedule shows what happened to every due conversation.
Send a relevant follow-up when a prospect goes quiet after your reply.
Keep early sales conversations moving with relevant follow-ups, and see a task when a prospect replies.
Make promised callbacks and put each prospect's answer in the sales record.
See what happened with requested sales follow-up calls: the prospect's answer or a reason the call did not happen, plus a task for your next step.
Draft price replies without promising unapproved concessions.
You get a reply ready to review in the customer's conversation, with a flag when the price needs a decision.
Draft customer replies without promising an unauthorized price.
Get an email reply draft when a customer asks for a discount. Review the offer or decline against your rules before you send it.
Ask quoted prospects about their decisions on the agreed date.
Your quote follow-ups go out when agreed check-in dates come due, and you see who replied or needs a personal touch.
Send due follow-up texts shaped by each prospect's last reply.
Keep sales follow-up texts moving: eligible prospects get a timely next step, and your task list shows what went out or needs attention.
Send promised check-ins and flag prospect replies in your inbox.
Your promised sales follow-ups go out on the dates prospects choose, and you hear whether they answer.
Send approved customer agreements with a short signing note.
Your client gets a clear signature request with the deadline, and the agreement owner gets a copy of the invitation.