Match property listings, book viewings, draft proposals. Every one is ready to run, and you can adjust it in plain language.
Email prospects a recap and flag unanswered questions for the rep.
Your prospect gets a short sales call follow-up email with the agreed next step and timing, while you get a copy and any open questions.
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.
Follow up on unanswered prospect emails and flag replies for review.
Your sales follow-up emails go out when due if prospects stay quiet, and their replies stand out in your inbox.