You get a business proposal draft with costs tied to your service rates and open questions ready for your review.
29 toolsGet short links for your finalized tracking URLs, mapped to placements in your launch sheet, with failed links flagged for review.
8 toolsGive your sales team a copyable list of custom short links for each ready sales kit, with destination conflicts called out for review.
7 toolsYour report or invoice packet is ready on the same spreadsheet row as the source PDFs, with its pages in the order you chose.
8 toolsYour follow-ups to sales leads go into the original email thread, and replies reach your chat so you can take over.
16 toolsYour prospects receive branded business proposals based on their emails and the pricing rules you set.
5 toolsYour clients hear when their contact returns, and urgent requests reach the colleague covering the inbox.
10 toolsYour senders hear back while you're away, and your backup sees requests that need attention before you return.
12 toolsYour teammates get a combined report PDF in their requested page order, with a link back in the email thread.
8 toolsKeep your sales follow-up process moving with relevant emails at key deal stages and a clear record of every send or hold.
31 toolsGet a relevant reply when the next step is open, plus a task that tells your rep what the prospect said and what comes next.
23 toolsYour prospect gets a short sales call follow-up email with the agreed next step and timing, while you get a copy and any open questions.
25 tools
