Pass on decisions, carry revision notes, open supplier setup. Every one is ready to run, and you can adjust it in plain language.
Draft prospect proposals with supported prices and questions to resolve.
You get a business proposal draft with costs tied to your service rates and open questions ready for your review.
Get a ranked prospect spreadsheet from an emailed search link.
Your saved prospect search becomes a ranked lead list in a spreadsheet after you email its link.
Add checked company activity clues to prospect lists.
Your lead list gains checked social handles and recent LinkedIn clues, so you can see which target companies deserve a closer look.
Send approved prospects a personal first email from the rep's mailbox.
Keep first sales outreach moving from the assigned rep's mailbox, with the exact email and send result visible on the lead.
Answer new prospects' service questions before personal follow-up.
Your website leads get a helpful first reply, and your sales team sees the questions and contact details it still needs.
Send each new referral a relevant first email and record the follow-up.
New referral leads get an introduction tied to their stated need, and you can see the exact email and next step on the lead.
Draft pricing replies in the prospect's thread for review.
Your sales email reply draws on the conversation and current deal, with uncertain promises marked for your review before sending.
Open one shared lead list with context for each prospect.
Your team gets a shared Sales Navigator lead list with fit notes and suggested owners based on the rules you choose.
Create proposal drafts from prospect needs and approved costs.
Your business proposal starts with your call recap and lands in your proposal workspace as a draft with the pricing you approved.
Start buyer conversations with first emails grounded in approved pitches.
Your personalized email outreach reaches buyers while their interest is fresh, and your sales lead sees the sends and skips.
Email introduced prospects after checking for prior contact.
Warm introductions get a personal first email in their original conversation, and you see the exact message or why it was held.
Get ranked contacts at companies the team wants to sell to.
Get a ranked B2B lead list from a profile you email, with company fit, available work contacts, and links your team can review.