Label incoming mail, surface deadlines, summarize threads. Every one is ready to run, and you can adjust it in plain language.
Track product support requests and flag urgent customer issues.
Your support queue stays current as emails arrive. Your lead hears about critical issues or upset customers, while routine requests get a reply using text you approve.
Flag a software prospect's email reply in the assigned rep's chat.
Your follow-ups to sales leads go into the original email thread, and replies reach your chat so you can take over.
Draft customer replies using approved product information and thread context.
Get a reply draft in the original conversation, with the sender's questions addressed and uncertain facts marked for your review.
Follow up on software prospects using the latest email conversation.
Keep your sales follow-up process moving with relevant emails at key deal stages and a clear record of every send or hold.
Answer software prospects and ask for a meeting about their needs.
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.
Follow up on software sales calls with the agreed next step.
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.
Send prospects promised demo material and the next step after sales calls.
Your prospect gets a sales meeting follow-up email with the promised material and agreed next step, and you stay copied.
Send personal follow-ups on stalled software deals.
Your quiet deals get personal follow-ups based on recent conversations, with a clear report on what was sent and what needs your review.
Invite interested software buyers to discuss their inquiry with a sales rep.
Interested prospects get a personal invitation to talk, and you see exactly what went out or why it was held.
Draft subscription cancellation replies using plan and renewal details.
You get a cancellation reply to review in the customer thread, plus an email with account facts and any policy question.
Route unresolved product issues with a note on what support tried.
Your specialists get the customer's request and a clear next step, while former owners know who took over the case.
Follow up with software prospects in the original email thread.
Your sales follow-up emails go out when due if prospects stay quiet, and their replies stand out in your inbox.