Generate and send a personalized follow-up email after a sales call or meeting, based on call notes, CRM data, and interaction history.
Get contact and deal details
Review recent call notes
Write a tailored follow-up message
Save email as a draft
Send the confirmed email
Save activity to CRM
Monitor lead activity across CRM touchpoints and email interactions, detect engagement patterns and target actions, and alert the sales rep when a lead shows a spike, hits a target action, or goes silent.
Help the sales rep schedule a meeting with a lead — check calendar availability, propose time slots, send an invitation, and log the meeting in the CRM.
Analyse a lead's objection in the context of the deal, generate a structured response with arguments and supporting evidence, and save it to the CRM for the sales rep to use.
Send personalised outreach emails to a contact list using per-person context from a spreadsheet and a template from Google Docs.
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