Book appointments, reschedule clients, send meeting links. Every one is ready to run, and you can adjust it in plain language.
Mark sent outreach and record replies beside the right contacts.
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.
Log the exact opening email and mailbox result on each lead.
Keep first sales outreach moving from the assigned rep's mailbox, with the exact email and send result visible on the lead.
Book first lead meetings across reps and record each booking.
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.
Track sent or held follow-ups against each deal's stage.
Keep your sales follow-up process moving with relevant emails at key deal stages and a clear record of every send or hold.
Route prospect replies into assigned follow-up tasks for reps.
Get a relevant reply when the next step is open, plus a task that tells your rep what the prospect said and what comes next.
Enforce outreach limits and log sent, held, and waiting contacts.
Your first-contact emails go out across your team's send windows, with opt-outs checked and a dated ledger of the results.
Keep sales call follow-ups tied to notes and current emails.
Your sales call follow-up email reflects your notes and recent replies, with the send result right on the call.