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.
Send approved prospect emails and track which contacts need review.
Your approved draft becomes personal emails, while your shared sheet shows who was sent a message and who needs attention.
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.
Send approved prospect emails and flag incomplete contact rows.
Your mail merge keeps up with new recipients in your spreadsheet, with sends recorded and problem rows flagged for your outreach coordinator.
Send approved prospect emails and track replies in the outreach sheet.
Your prepared outreach emails go out on your chosen day, and replies appear beside contacts in your sheet so you can see who needs follow-up.
Send approved prospect emails and record each send result.
Your mail merge goes out when due using current recipient rows and the suppression list, with a clear account of sends and skips.
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 approved leads a personal first email from their assigned rep.
Keep first sales outreach moving from the assigned rep's mailbox, with the exact email and send result visible on the lead.
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.
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.