Book appointments, reschedule clients, send meeting links. Every one is ready to run, and you can adjust it in plain language.
Send approved prospect emails and avoid duplicate sends.
Your scheduled mail merge uses the latest recipient list, so you can see who was emailed and which rows need attention.
Email approved prospect lists and mark skipped contacts.
Your mail merge goes out after you approve the sheet, with send results and rows needing attention visible beside recipients.
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.
Book prospect meetings and confirm the calendar time by email.
Get meeting requests booked when the time is open, plus answers to schedule questions in the same email thread.
Flag prospect invitations that overlap scheduled sales meetings.
See a meeting clash before you reply, with a private email showing the invitation and any overlapping work commitments.
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.
Book prospect meetings with available sales hosts and send confirmations.
Your meeting requests become round robin bookings, with an available host named in the confirmation email.
Put client calls on the sales host's calendar and confirm the time.
Your client meeting requests become calendar bookings with private video links, and clients get the details by email.
Find prospect call slots the team can forward with booking links.
Get bookable options in your guest's work hours, with links ready to forward when you schedule a meeting across time zones.
Follow up on unanswered prospect emails and flag replies for reps.
Your sales follow-up emails go out when due if prospects stay quiet, and their replies stand out in your inbox.
Replace failed prospect booking links for the right sales host.
Get a checked replacement for an invitee's booking link, with the right host and meeting type, or a clear reason to follow up.
Check prospect meeting confirmations and draft replies about conflicts.
Get a reply draft for meeting and appointment confirmations, with calendar differences or scheduling conflicts called out before you send.