Book appointments, reschedule clients, send meeting links. 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.
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.
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.
Route prospect meeting requests to available team members.
Your prospective clients get a confirmed host and meeting link, while your round-robin rules balance team bookings.