Receive notifications on WhatsApp.
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.
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.
Flag revised quote terms that differ from the approved deal.
See where a revised quote differs from the deal before your reviewer decides. Find the details on the quote and in team chat.
Show deal owners why a proposal was rejected before it goes out.
Your proposal owners get the rejection reason and a link in private chat, so they know what to revise before resubmitting.
Draft replies to declined offers for salespeople to review.
Get a thoughtful sales email reply in your private chat, with the prospect's reason and offer context close at hand before you send it.
Draft first answers to buyer inquiries for review.
Get a suggested first reply in your private review chat, alongside the customer's question and any detail that needs your judgment.
Draft replies to buyer questions using approved details.
Get a reply draft in your private chat when a customer texts your work number, with a link to the conversation for context.