Match property listings, book viewings, draft proposals. Every one is ready to run, and you can adjust it in plain language.
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.
Give reps a checked link list for each ready sales kit.
Give your sales team a copyable list of custom short links for each ready sales kit, with destination conflicts called out for review.
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.
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.
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.
Reply to prospect email and route urgent deal requests to the backup.
Your senders hear back while you're away, and your backup sees requests that need attention before you return.
Send stage-based prospect follow-ups and log replies on deals.
Keep your sales follow-up process moving with relevant emails at key deal stages and a clear record of every send or hold.
Answer open prospect replies and assign a rep the next step.
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.
Send prospect follow-ups and keep open questions with the rep.
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 the material and next step agreed in sales meetings.
Your prospect gets a sales meeting follow-up email with the promised material and agreed next step, and you stay copied.
Draft deal replies from approved terms for the salesperson to review.
Your sales email reply draws on the conversation and current deal, with uncertain promises marked for your review before sending.
Follow up on stalled deals and flag those needing a decision.
Your quiet deals get personal follow-ups based on recent conversations, with a clear report on what was sent and what needs your review.