Book appointments, reschedule clients, send meeting links. Every one is ready to run, and you can adjust it in plain language.
Put new leads on reps' calendars or email when no time is open.
Your inbound leads get a meeting invitation at the first open time on their rep's calendar, or a follow-up email when no time is open.
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.
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.
Turn approved prospect introductions into personal first emails.
Warm introductions get a personal first email in their original conversation, and you see the exact message or why it was held.