The easy button for processes and workflows Easily organize and run all your processes in one place, leaving the inefficient patchwork of apps, forms, spreadsheets and e-mail threads forever in the past
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.
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.
Reply to interested prospects and put their next step on your task list.
Get a relevant reply when the next step is open, plus a task that tells your rep what the prospect said and what comes next.
Draft first emails around each prospect's stated request for review.
Website inquiries reach your campaign with a relevant email draft. You review the message before anyone sends it.
Flag suspect prospect emails before the first follow-up.
Get a clear pass or review result for contact form leads before sales follows up, with a reason for addresses that need a closer look.
Record the exact email sent to each prospect with its approval.
Your outreach email tracking shows what your team actually sent, with approval mismatches assigned to your sales lead for review.
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.