From target list to booked meeting, in one workspace.
One journey from deciding who to sell to, through finding and qualifying companies, writing outreach, handling replies and booking meetings, to moving opportunities through a pipeline. Background work such as research and sending is shown as clear job states.
What AI Lead Outreach includes.
Company discovery, saving to lead lists and a qualification view.
Company and contact records with detail pages.
A campaign creation flow with audience, message sequence and a review step.
Reply threads with classification and a draft reply.
Meetings and an opportunity pipeline with drag and drop.
Job states with progress and timestamps for research and enrichment.
Dashboards and settings pages.
Who uses it, and where.
Manage users and roles, data, settings and reports for the whole product from one back-end panel.
We present the product under your own name. The scope of branding and customisation is agreed with you before work starts.
Your name, logo, colours and wording can be applied. Contact us to discuss what you need and what it involves for this product.
FAQs
We configure and deploy it for your business and agree the scope with you. Contact us for a demo.
Related
Requests, checks, field visits, client portals, billing and reports, with a field verification app for on-site work.
Email campaigns and newsletters to opted-in lists, with templates, scheduling, unsubscribe handling and reports.
One branded system for dealer ordering, dispatch, GST invoicing, stock and ledgers, with a mobile site your dealers will actually use.
Request a demo and we will confirm what this product covers and what a branded version would involve.
