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.
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.
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 lead follow-up stages current and flag replies without an owner.
Keep early sales conversations moving with relevant follow-ups, and see a task when a prospect replies.