Keep your team focused and working together with Chatwork's team chat, tasks, video chats, and more in one place.
Send the lead a Monday view of open deals by stage and value.
Your sales lead gets a Monday view of open deal counts and values by stage, with the reporting period and any missing amounts clear.
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.
Label prospect messages to keep and explain what was trashed.
Your inbox stays clearer each week as clearly unwanted mail goes to trash and you get an explanation for every decision in your private chat.
Reply to prospect email and route urgent deal requests to the backup.
Your senders hear back while you're away, and your backup sees requests that need attention before you return.
Pass signed deal terms and promises to the account team for review.
Your account team gets a contract summary and a link to the signed agreement in chat, with unclear terms flagged for review.
Label prospect emails needing a reply and sales notices by purpose.
Spot emails that need a reply or other attention, while your remaining inbox messages get labels that explain their purpose.
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.
Show which leads reps contacted and which need personal follow-up.
Your CRM shows when a rep first emailed a lead and whether follow-up is owed, with uncertain matches sent to the rep for review.
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.
Add new ad leads to the team's list and flag contacts needing review.
Your sales lead list catches up with yesterday's ad inquiries, while your team gets a short chat list of matches and missing details to review.
Show which leads need personal follow-up or send review.
Your lead status reflects confirmed first-email delivery. Your sales team sees the sends that still need attention.