Pass on decisions, carry revision notes, open supplier setup. 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.
Prepare prospect proposals that sellers can review before sending.
You get a business proposal draft with costs tied to your service rates and open questions ready for your review.
Turn saved prospect searches into ranked lists for outreach.
Your saved prospect search becomes a ranked lead list in a spreadsheet after you email its link.
Keep the team's outreach list current with new prospects.
Get a refreshed sales lead sheet every Monday, plus a short report of new prospects and entries that need review.
Put qualified new prospects on the team's shared outreach list.
Your sales team gets a shared lead list with qualified new contacts. Your campaign team gets row numbers and reasons for every row left out.
Add verified social handles and post clues to prospect lists.
Your lead list gains checked social handles and recent LinkedIn clues, so you can see which target companies deserve a closer look.
Send approved leads a personal first email from their assigned rep.
Keep first sales outreach moving from the assigned rep's mailbox, with the exact email and send result visible on the lead.
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.
Email deal owners a link when their proposals are rejected.
Your deal owners get rejection emails when someone else created the proposal, so they know which offer needs revision.
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.
Tell clients who covers their sales contact and flag urgent deal emails.
Your clients hear when their contact returns, and urgent requests reach the colleague covering the inbox.