Book appointments, reschedule clients, send meeting links. Every one is ready to run, and you can adjust it in plain language.
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.
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.
Follow up with interested leads and brief their sales rep on each result.
Interested prospects get a personal invitation to talk, and you see exactly what went out or why it was held.
Send due prospect follow-ups and flag conversations needing a rep.
Keep prospect conversations moving with relevant follow-up emails, and see what went out or needs your attention.
Share a checked booking link for a prospect to meet the right host.
Your team gets the right host's direct booking link in chat, with a short note they can pass to an invitee.
Send due prospect texts and leave results on reps' task lists.
Keep sales follow-up texts moving: eligible prospects get a timely next step, and your task list shows what went out or needs attention.