What it does
Builds today's call list from the CRM.
Works with your apps
- HubSpotContacts, leads and open deals with their activity.One of these
- SalesforceLeads, contacts and open opportunities.One of these
- PipedrivePersons, leads and open deals.One of these
- AttioPeople, companies and open deals.One of these
- GmailThe last emails with each person, for talking points.Optional
- OutlookThe last emails with each person, and the calendar.Optional
- Google CalendarOpen time to block for calls.Optional
More for sales
- Brief me before a sales callWalk into every call ready: a one-page brief on who's in the room, what was promised and what to ask, from just a company name.
- Build my client review deckBuilds a quarterly review deck for each client from your CRM, calls and results, every figure sourced and ready to present.
- Keep my CRM up to dateLogs calls, emails and meetings to your CRM and keeps every deal's next step current, with each change shown before and after.
- Turn happy customers into case studiesShapes call notes, reviews and emails into case studies and testimonials, quoted word for word and published once the customer says yes.
- Find and win grants and bidsFinds grants and public bids you fit, checks every rule before you spend time and drafts from your real facts, so every hour counts.
- Write outreach that sounds like meFirst emails and follow-ups in your voice, each built on a real reason to reach out. You approve every send.
Put Who should I call today? to work.
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