Log replies, send outreach emails, book lead meetings. Every one is ready to run, and you can adjust it in plain language.
Your sales lead gets a Monday view of open deal counts and values by stage, with the reporting period and any missing amounts clear.
Your automated outreach starts with buyers who fit your profile. Review tailored emails before sending, then see every message and result in your sheet.
Your saved prospect search becomes a ranked lead list in a spreadsheet after you email its link.
Your buyer and seller voicemails become lead sheet entries, with caller texts when possible and alerts for urgent or unclear calls.
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.
Your outreach email tracking sheet shows send results and a daily list of messages that need your attention.
Choose from three subject lines grounded in your draft and recipient's role, with complete emails ready for review.
Get a refreshed sales lead sheet every Monday, plus a short report of new prospects and entries that need review.
Get qualified contacts into your outreach register, with duplicates and rows needing review clearly marked on the prospect sheet.
Get a sourced list of prospects for the markets your team wants to reach, with fit notes in your spreadsheet for outreach decisions.
Your sales team gets a shared lead list with qualified new contacts. Your campaign team gets row numbers and reasons for every row left out.
Your follow-ups to sales leads go into the original email thread, and replies reach your chat so you can take over.