Answer routine questions, draft replies, route requests. Every one is ready to run, and you can adjust it in plain language.
Find new buyers and send first emails after the team approves them.
Your automated outreach starts with buyers who fit your profile. Review tailored emails before sending, then see every message and result in your sheet.
Send approved prospect emails and track replies in the outreach sheet.
Your prepared outreach emails go out on your chosen day, and replies appear beside contacts in your sheet so you can see who needs follow-up.
Prepare first prospect emails with three subjects for rep approval.
Choose from three subject lines grounded in your draft and recipient's role, with complete emails ready for review.
Send approved buyers first emails and report every send or skip.
Your personalized email outreach reaches buyers while their interest is fresh, and your sales lead sees the sends and skips.
Send approved customer contracts for signature.
Your agreement reaches the named signers with their own fields, and you get a link showing who received it and in what order.
Send approved customer agreements for signature.
Your agreements reach the right signers, with a signature request link beside the document in your handoff note.
Draft first prospect emails from recent account notes for rep review.
Your reps get a tailored first email draft and a clear reason to reach out, ready to review on the prospect's contact.