Answer questions, book visits, flag urgent requests. Every one is ready to run, and you can adjust it in plain language.
Keep phone leads and follow-up status in the lead sheet.
Your buyer and seller voicemails become lead sheet entries, with caller texts when possible and alerts for urgent or unclear calls.
Send approved prospect emails and track which contacts need review.
Your approved draft becomes personal emails, while your shared sheet shows who was sent a message and who needs attention.
Send approved prospect emails and avoid duplicate sends.
Your scheduled mail merge uses the latest recipient list, so you can see who was emailed and which rows need attention.
Email approved prospect lists and mark skipped contacts.
Your mail merge goes out after you approve the sheet, with send results and rows needing attention visible beside recipients.
Send approved prospect emails and flag incomplete contact rows.
Your mail merge keeps up with new recipients in your spreadsheet, with sends recorded and problem rows flagged for your outreach coordinator.
Send approved prospect emails and record each send result.
Your mail merge goes out when due using current recipient rows and the suppression list, with a clear account of sends and skips.
Send due personal lead follow-ups in the original email thread.
Your follow-ups to sales leads go into the original email thread, and replies reach your chat so you can take over.
Reply to new website leads and share the gaps needed for follow-up.
Your website leads get a helpful first reply, and your sales team sees the questions and contact details it still needs.
Prepare replies to prospect introductions for the owner's review.
Your introduction replies are ready to review in the original thread, and a private chat message points you to the draft.
Answer item availability requests with a current page check.
Get dated stock answers from public product pages, with relevant changes flagged and confirmed findings recorded in your log.
Send priced proposals that reflect each prospect's emailed needs.
Your prospects receive branded business proposals based on their emails and the pricing rules you set.
Send first emails to new referrals and keep their follow-ups on the leads.
New referral leads get an introduction tied to their stated need, and you can see the exact email and next step on the lead.