ScripteraSales & Leads
575 scenarios
Lead Generation
- Company research from a list — gathered from the web automatically
- Find clients and send first emails — from one form
- A client base that builds and scores itself
- LinkedIn lead finding and scoring with a first message
- Find profiles by name and company — automatically
- Profile data collected from a link list into a sheet
- Build a verified lead list from a voice command
- Properties with owner contacts — daily to your CRM and email
- Ready B2B leads with a personal email — into a spreadsheet
- Ad leads — straight into your CRM and your sheet
- Find a profile by name and a ready first email
- Collecting client contacts from a job marketplace — on autopilot
- Lead capture with a multi-step form
- First-touch lead conversations in your messenger
- A prospect list with contacts — automatically
- Form leads straight into the CRM
- A company database that builds itself in your CRM
- Find new business leads by description — with data on each
- Personalized outreach from a list — written by AI
- Facebook ad leads straight into your mailing list
- Lead follow-ups and call bookings on autopilot
- Find the right people and gather data from a description
- A local lead base with contacts, by your queries
- Find business leads in forum discussions
- A lead list with a personalized icebreaker for each
- Decision-maker contacts — with verification
- Social-network leads, scored and synced to your CRM
- Finding customers in Reddit by your topic
- Qualified leads from LinkedIn into Airtable
- Finding companies and their staff's work contacts — with AI
- A waitlist with email confirmation — in a sheet
- Finding YouTube channel contacts and sending outreach
- Collecting profiles by query — into a database and sheet
- Finding contacts by topic — from query to list
- Website leads greeted — email, CRM, team alert
- Finding Instagram profiles by hashtags — into a sheet
- Contacts from business cards into a spreadsheet — by photo
- Finding fresh local leads with their data ready
- Instant replies to messenger leads, with scoring and meeting booking
- B2B prospect search and personal outreach — on autopilot
- Reddit client hunting with AI analysis and a table export
- Finding customers on Reddit — on autopilot
- LinkedIn lead finding and personalized outreach
- Lead capture through a live chat — into a table
- Lead collection and per-lead outreach — into a table
- Search contacts into a table — across every page
- A list of the right professionals by keywords — into a table
- Website form submissions straight into your base
- Collect subscribers with address verification
- Move leads from a table into your mailing list
- A list of sites into lead cards on a board
- Find prospect companies in plain language
- Profile data and personal emails — on their own
- A repo fork becomes a new lead in Pipedrive
- A lead profile from a company name, right in chat
- Ready-to-buy clients from social — on request
- New startup founders — with a ready outreach email
- B2B leads and cold emails — sourcing and sending, automated
- A new lead — with company data and a draft email
- Automated sales pipeline: enrichment, CRM and dashboard
- Business-lead gathering by city — straight into a sheet
- Company research and a personal first email — at scale
- Site leads and sign-ups — straight into a sheet
- Gathering targeted leads with contacts — straight into a sheet
- A shortlist of people worth knowing — by email
- A targeted list of professionals — into a spreadsheet
- A list of developers matching your brief — in a sheet
- Your target-account list, built for you
- Find and verify a person's profile from their details
- Personal emails to new contacts — built from their own socials
- Targeted leads from maps and profiles into one base
- Emails to found companies — from list to sent
- Prospecting in plain words — with drafted emails waiting for you
- Instagram leads, straight into a sheet
- A B2B lead list from a query — automatically
- Find high-value customers and send personal offers — automatically
- Leads from a sheet into your CRM, no duplicates
- A sales breakdown of a company's site — from one link
- Finding leads and writing to each personally
- Instagram leads with verified emails — from a single query
- A new social contact summed up — with notes in Klicktipp and a personal message
- Business cards into contacts from a photo — with an intro email
- The full outbound cycle: sourcing, sequences and reply handling
- Company and contact data — on request, in your messenger
- Site visitors — straight into CRM contacts and deals
- Find lookalike companies to your best customers
- Collecting profiles from keywords — straight into a table
- Lead gathering and drafted emails for approval, sending the approved
- Collecting startup and founder data into a sheet
- Collect Apollo leads and send personal emails — automatically
- A business card into a contact card from a photo
- Mining leads from your inbox into a sheet
- A ready lead base with verified emails from a raw list
- A B2B lead dossier — straight into your CRM as a card
CRM Sync
- A list of companies from a sheet into your CRM, no duplicates
- Two-way sync of database and CRM
- Deal notes from emails — into your CRM automatically
- Ad leads — straight into your CRM and your sheet
- Store customers — straight into your mailing base
- Leads from a post's likes and comments — straight to your CRM
- A paid invoice moves the deal in your CRM
- Auto-enriching a lead card with data from the web
- Route each new order into your CRM, invoices, and mailing list
- Form leads straight into the CRM
- Create and update a customer record
- New website visitors, straight into your CRM
- A call summary and a follow-up task in HubSpot
- Clients from Microsoft Excel 365 into Salesforce, no duplicates
- Leads from a file straight into Pipedrive
- Import companies from a spreadsheet into your database — no duplicates
- Social-network leads, scored and synced to your CRM
- All of Pipedrive CRM as tools for an AI agent
- Qualifying ad leads through a messenger and AI
- A filled-in lead card in HubSpot after a booking
- Automatic meeting booking for new clients
- A client call — one summary with deal data
- Invoices from a folder — straight into CRM deals
- Filtering the right calls by deal stage
- Website leads greeted — email, CRM, team alert
- A booked meeting — a CRM task and a reminder
- Stripe payments — as notes in Pipedrive
- Campaign and deal analytics — in one table
- A lead from a form — straight into CRM and your mailing list
- A customer's total payments on their CRM contact — automatically
- New deals routed automatically — to the team, table, and slides
- Manage your Odoo CRM in plain language
- Auto-enriching new CRM leads with company and person data
- Manage your Pipedrive CRM from a messenger via an AI assistant
- CRM event alerts across channels — with a log
- Two-way contact sync between two CRMs
- New shop customers — straight into your CRM
- Copying line items into a new deal and notifying the team
- A new contact — instantly a card on your task board
- Customer emails logged into HubSpot automatically
- A closed deal — instantly a customer in billing
- New Mailchimp subscribers — straight into HubSpot
- Store buyers — straight into your customer base
- Support tickets — into the customer's card on their own
- Sync companies between your CRM and support desk
- Zendesk tickets straight to the right Pipedrive owner
- Running your CRM by chat — in plain words
- Ticket comments — onto the client's CRM card automatically
- A new CRM product — instantly in your billing
- A repo pull request — as a note on the contact's CRM card
- A new CRM contact in one step
- Contacts from Pipedrive — into HubSpot on their own
- Move leads between CRMs, enriched automatically
- A contact base you run by talking to it
- Manage CRM leads in plain language
- Managing KlickTipp contacts by assistant command
- A new social contact summed up — with notes in Klicktipp and a personal message
- The call's outcome, written into the customer's card
- A company from your sheet into the CRM — website, industry and size included
- A lead replies — the CRM card updates and a task lands on a rep
- New subscribers scored and enriched — straight into your CRM
- Messenger chats logged automatically to the client card
- Site visitors — straight into CRM contacts and deals
- Run your CRM from a WhatsApp Business Cloud chat
- Bulk-delete contacts from your database with one file
- Adding and enriching CRM leads without duplicates
- Calendly bookings straight into your CRM with the meeting logged
Lead Scoring & Routing
- New-lead scoring in Google Sheets — set automatically
- Voice call-backs for new leads — within five minutes
- Lead intake and client booking — on autopilot
- Auto-qualifying inbound leads from a form
- Lead qualification via an SMS conversation
- AI sales assistant: qualifies leads and books meetings
- Instant replies to strong leads from a form
- Lead scoring and the next step for each — automatic
- Real-estate lead scoring — on autopilot
- Qualifying ad leads through a messenger and AI
- AI reply sorting for outreach with auto-response
- Enrich leads and get alerts on strong ones
- A messenger ping for every big new lead
- Leads from a form and a messenger in one base, shared among agents
- Instant replies to messenger leads, with scoring and meeting booking
- Sort leads by intent with a WhatsApp reply
- Voice-call and qualify leads — on autopilot
- Lead qualification with AI voice calls
- Lead qualification by call — straight to a table
- Instant reply to a property inquiry with matched listings
- Score contact-form leads and alert the sales chat
- Voice-calling new leads with analysis and CRM logging
- Scoring and routing for new trial leads
- Routing emails by sentiment with the right reply
- Website leads — enrichment, scoring and routing to CRM
- A Telegram alert only for strong leads from your form
- Screening leads by criteria — with a reply to each
- Filtering strong leads from your form — an alert in your work chat
- Leads scored and routed to a rep — straight from the form
- Requests routed to the right team — sorted automatically
- Website leads: scored and routed — hot ones to sales, the rest to nurture
- Scoring and routing inquiries — automatically
- A form submission: scored, enriched with company data, answered personally
- Scoring of form leads — a breakdown emailed automatically
- Lead scoring right during the conversation — with alerts to chat
- Enquiries: qualified, written up, yours to approve
- Website lead scoring — a task for the rep only on the strong ones
- Lead qualification by robo-call — with a proposal for the good fits
- Who just visited — company intel and a lead score
- Leads scored and routed to the right rep automatically
- New subscribers scored and enriched — straight into your CRM
- Scoring a lead by their profile — how well they fit
- Lead scoring and an instant reply to the customer
- Automatic lead qualification in Zoho CRM
- Call and book a new ad lead within a minute
- Lead scoring, an instant reply and a nudge to sales
- Lead scoring and routing: hot leads straight to sales
- Today's top 10 hot leads — with tasks
- Scoring and routing leads from form submissions
- Incoming lead sorting and routing — automatically
- Lead verification, enrichment and sorting — automatically
- Website lead scoring and an instant client reply
- Lead verification and CRM sync — straight from a JotForm form
- Sort email leads and file them into the CRM — by importance
- Lead scoring on company data — right in Salesforce
Cold Email & Outreach
- Personalized customer emails powered by AI
- Email campaign that auto-follows-up the silent
- Personalized emails to leads — drawn from their profiles
- B2B lead screening and first outreach — automatically
- Personalized outreach emails — written for you
- Leads from the map with a ready message for each — on autopilot
- Send emails down a sheet list, one by one with pauses
- Scheduled emails to new leads from your sheet
- Cold email outreach with automatic status tracking
- A company database with contacts and a ready email
- Email outreach with address verification
- Cold emails and sales letters in a chat — straight into Google Docs
- Personalized cold emails for leads from Google Sheets
- Personalized outreach from a list on autopilot
- Sort outreach replies with actions in HubSpot
- A lead list with a personalized icebreaker for each
- AI reply sorting for outreach with auto-response
- Finding YouTube channel contacts and sending outreach
- Cold outreach with varied templates and tracking
- An email to every new lead
- Finding businesses on the map and emailing them
- Personal cold emails for every lead
- B2B prospect search and personal outreach — on autopilot
- Lead collection and per-lead outreach — into a table
- Personal emails to prospects — tailored to their profile
- Cold outreach with personal emails and CRM logging
- Clean company names for cold emails — automatically
- Automated cold outreach — with research on every lead
- Personalized lead emails with chat approval
- New startup founders — with a ready outreach email
- B2B leads and cold emails — sourcing and sending, automated
- Cold outreach where every email is personal
- Find partners and open the conversation — automatically
- Personal touches across all channels — email, LinkedIn, messenger
- Personal emails to new contacts — built from their own socials
- Personalized cold outreach on a schedule
- Leads from a table into outreach — no duplicates
- Targeted outreach to organisations — a list per region
- Finding leads and writing to each personally
- Notifications of outreach replies — straight to Telegram
- Mailbox warm-up — real conversations, growing reputation
- A three-email sequence that stops the moment they reply
- Cold outreach with follow-ups and reply tracking
- Dead email addresses get flagged in your list automatically
- A first email and a follow-up a day later — only if they stayed silent
- Three-touch cold outreach — from finding leads to the emails
- Collect Apollo leads and send personal emails — automatically
- Finding businesses on the map and emailing them
- Cold outreach with auto follow-ups and CRM tracking
- Ready B2B leads from maps every morning
- Cold-email stats — always fresh in Google Sheets
Company Contacts from Maps
- A company database from maps by niche and city
- A business-contact list from the map — built automatically into a sheet
- A business database from maps — from a chat request
- Exporting places from maps to a spreadsheet — from a list of searches
- A business contact database that builds itself
- Collect business leads from maps: companies, sites and emails in a sheet
- Local business leads from the map — into a sheet
- Leads from the map with a ready message for each — on autopilot
- A lead database from Google Maps — collected and enriched into a sheet
- Collect firms from maps with email and phone into a sheet
- A company database with contacts and a ready email
- Collect business contacts from maps into a sheet
- Collect business phone numbers from Google Maps into a sheet
- A business base from maps with verified email — AI-powered
- Build a company contact list from a query
- Build a company list from maps into a sheet
- A list of local businesses with contacts
- Collecting businesses with contacts by query — into a sheet
- Collect business leads from maps into a table
- Collect a business database from maps into a table
- Finding businesses on the map and emailing them
- Companies from maps with phones and emails into a table
- A database of companies from maps with emails — by query
- Collecting business emails from maps — into a sheet
- Build a company base from maps by niche and city into a table
- Find local businesses in a chat — straight to a table
- Business leads from Google Maps with auto-emails
- Companies with contacts, city by city — into a spreadsheet
- Google Maps lead scraper with email finder
- A business list from maps — with contacts and decision-makers' names
- Daily Google Places scraper into a sheet
- Find partners and open the conversation — automatically
- A venue lead base from the map — with reviews and a ready newsletter
- A company list by industry and city — straight into a sheet
- Business emails from the map — straight into a sheet, no duplicates
- Targeted leads from maps and profiles into one base
- Businesses from the map into a sheet, with contacts and a short profile
- Companies from the map by category and city — straight into a sheet
- A city-wide business list from the map — into your table
- A company list from maps by a query — with emails, to your inbox
- Businesses from the map — scored, each with an outreach email ready
- Collect businesses from the map with verified emails
- A city's business list from the map — with phones and websites
- A company base by zip codes and categories from the map
- Finding businesses on the map and emailing them
- A company contact database from Google Maps
- Ready B2B leads from maps every morning
- Collecting companies from maps into a sheet by niche and city
Contact Enrichment
- Validating new contacts for dead addresses
- Auto-enriching a lead card with data from the web
- Find work emails across your contact list
- Bulk contact enrichment in your database
- Email validation for new CRM contacts
- Employee contacts from company domains — into Google Sheets
- Verify mailing-address deliverability for new contacts
- Auto-enrich new contacts in your HubSpot — title, company, socials
- A filled-in lead card in HubSpot after a booking
- Enrich leads and get alerts on strong ones
- Validate the addresses in your base
- Email address verification right in your spreadsheet
- Find and verify company work emails from a list
- Enrich contacts and hand them to outreach
- Auto-enriching new CRM leads with company and person data
- Phone number validity checks
- Auto-enrich new HubSpot contacts with company data
- Website leads — verified into your CRM
- Enrich new subscribers and save them to your CRM
- Contact cards enrich themselves
- Find contacts from a list of names — phones and emails into a sheet
- Enrich CRM contacts with LinkedIn data
- Enriching CRM contacts with company data
- Website leads — enrichment, scoring and routing to CRM
- Emails to visitors in their country’s language — by IP
- A fully-enriched CRM contact — from a name and email
- Finding company emails from a name — straight into a sheet
- Check emails in a sheet for real vs. fake
- From a list of websites to a list of contacts, automatically
- Profile links — turned into full contact cards
- A form submission becomes a full contact with a verified email
- Email checking in your CRM — a list of live contacts
- Checking postal addresses in your client base
- Checking your email list — a status for every address, in your sheet
- A short brief on everyone in your list
- Check that an address is real before you email it
- Finding sellers' emails and sites from your database — automatically
- Enriching leads with contacts — drop a sheet, get a filled CRM
- A person's profile from a single email
- Contacts tagged by role and seniority — automatically
- A new lead summed up from their site — a card in Airtable and an alert to Slack
- Contacts from a list of sites — into a table
- Validating new addresses in a spreadsheet
- A company profile from just its name — right in the chat
- Verify the addresses in your table — before you send
- Enriching a profile list with full data
- Scoring and routing leads from form submissions
- Lead verification, enrichment and sorting — automatically
Research & Personalized Emails
- Personalized emails to leads — drawn from their profiles
- Personal client emails — with company research built in
- Personalized client emails with a quality check
- Personalized openers for cold emails
- Personal client emails from their own history
- A personal WhatsApp reply to every lead — AI-powered
- Personal emails for cold contacts — in bulk
- An instant personal reply to every new lead
- A personal opener for every contact — in a list
- A personal opener for every lead — from their own website
- Personalized opening lines for cold emails
- Prospect site audit and a personal pitch
- Personal cold emails for every lead
- Personalized DMs for Instagram leads
- Personal emails for a list of companies, with the right person found
- Personal email drafts to clients — from your correspondence history
- Personalized video replies to inbound leads
- LinkedIn lead finding and personalized outreach
- Personalized sales emails triggered by prospect events
- Personal emails to prospects — tailored to their profile
- Personalized video and voice outreach to leads
- Profile data and personal emails — on their own
- Personalized cold emails from your lead list
- Personal emails to new leads — on their own after the form
- Personalized outreach with site research — from lead to send
- Automated cold outreach — with research on every lead
- Personalized lead emails with chat approval
- A personal icebreaker for every cold lead
- A personal cold email — for every recipient
- A new lead — with company data and a draft email
- Cold outreach where every email is personal
- Cold emails with a personalized icebreaker
- Company research and a personal first email — at scale
- Call prep and follow-up — a client dossier and ready emails
- A personal opening line for every prospect — right in your sheet
- A personal email opener for your whole list
- Lead research and personal outreach — across the whole list at once
- A personal opening line for every contact
- Personal B2B emails for each company — researched via Tavily
- A personal first email to a new lead — based on their site, approved by you
- A personal opening line for every lead on your list
- Cold emails from company profiles — automatically
- Personalized pitches from client websites — automatically
- Finding clients by profile with ready emails
Company Data Enrichment
- A profile for every company on your list — filled in automatically
- A client base that builds and scores itself
- A company list enriched with data from their sites — automatically
- Pitch decks into a knowledge base: process and ask about presentations
- Automatic company research from a list
- Auto-enrich new CRM companies with a brief
- A company dossier from its website
- Personal emails for a list of companies, with the right person found
- Enrich Agile CRM company records with official registry data
- Website check for new HubSpot companies
- Vendor due diligence with a dossier and risk score
- Auto-enrich company data in your sheet
- A company's socials and profiles by name — into a sheet
- Company data and logo — straight into a sheet
- An ideal-customer fit score — for every contact
- Company data by registration number — into Google Sheets
- A new company in the CRM — instantly with a web dossier
- A company profile from its website link
- Your company list, filled in with links to their pages
- Auto-enrich new CRM companies with contacts
- Company data filled in right inside your sheet
- A full company analysis from one link — a report to your inbox
- A list of domains — turned into a company database
- Supplier risk scoring — automatically
- Auto-fill HubSpot companies from a tax number
- Enrich a company list with business data — automatically
- Detecting a site's tech stack — in bulk
- A company card from a page address — as fields
- A company's page in the professional network — from its name
- Who just visited — company intel and a lead score
- Company scoring: your client, or not
- A company from your sheet into the CRM — website, industry and size included
- A company description from a domain — one consistent format across your base
- Verification: does this page really belong to that company?
- Enrich your lead base with real company intel
- Companies by the technology they use — as a list in your spreadsheet
- A startup set and comparison by keyword
- Site traffic by domain — right in your table
- Short company brief from Glassdoor — automatically
Inquiry Processing
- Appointment booking by chat: the assistant answers and follows up
- Orders from emails — into sheet rows automatically
- A contact form that emails you the request
- A personal WhatsApp reply to every lead — AI-powered
- Lead triage and qualification — with demos and follow-ups
- Website leads — straight into your CRM, with the ad source
- An instant personal reply to every new lead
- Form leads straight to your messenger
- Draft replies to website inquiries — ready on their own
- Website leads to your messenger and a sheet
- Instant replies to inbound lead emails
- Intake and routing of service requests with appointment booking
- Website form entries — straight into your Mautic contacts
- New-lead handling: CRM entry, team alert and reminder
- Form submissions — straight into CRM records
- A voice call to the customer right after they submit
- Website leads — straight into your CRM
- Quote requests handled — from form to client reply
- Form leads — as cards in Trello
- An instant reply to a website lead — by email and message
- Win back leads after missed calls
- Capture and score form leads — into a newsletter and sheet
- Instant email reply to leads from ads
- Website requests — straight to your messenger, a confirmation to the client
- An automatic call-back on every form lead
- Every lead gets an answer within the first minute
- Website leads land in your list and in the team chat
- A website lead: to the team chat, into a sheet, with an email to the client
- Leads into your CRM without duplicates — checked at the door
- An instant reply to every new lead from your sheet
- Matching properties to a client in budget — right on the request
- Form requests — validated into your database
- Form submissions straight into a table — with an automatic reply
- Website leads straight into the CRM as deals
- Website inquiries: sheet, alert and one-click reply
- Website leads straight into your CRM as contacts
- Website leads straight into CRM deals, with a team alert
Lead Follow-Up
- Reminders for prospects who went quiet — with your approval
- Lead scoring and the next step for each — automatic
- Lead triage and qualification — with demos and follow-ups
- Automatic follow-up emails to forgotten contacts
- An instant reply to every inquiry
- A reply to every new lead — by email and message
- Automatic follow-ups for prospects who went quiet
- Winning back leaving customers — every day, on its own
- Cold lead outreach with tracking — on autopilot
- A follow-up email after a canceled meeting — automatically
- Winning back cold leads — an email built from your own thread
- A personal reply to every lead — right after the request
- Auto-reminders to leads who didn't reply — in the same thread
- Stale listings revived — with an email to the owner
- Stalled deals bring themselves back to life
- A business card photo — turned into a contact and a follow-up email
- Open-house lead follow-up — a week-long touchpoint sequence on autopilot
- A personal follow-up the moment a lead comes in
- A follow-up email series for leads — on schedule, on its own
- Emails matched to a lead's readiness: warm gets one thing, cold gets another
- The follow-up after a meeting — written for you
- A four-email sequence — personalised for each recipient
- A personal email for every lead — as a ready draft
- A first email and a follow-up a day later — only if they stayed silent
- Re-engaging quiet clients — weekly, without manual tracking
- Nurture cold leads by message — on a schedule
- Lead scoring and routing: hot leads straight to sales
- Lead nurturing by status — every hour
Sales Chatbot
- AI product assistant in WhatsApp Business Cloud
- A bot collects the lead, then hands the chat to a human
- A chat assistant for your online store — picks and answers
- Chat order-taking with you approving each payment
- A shop chat assistant: stock and orders from a spreadsheet
- A sales assistant across every messenger
- Turn website chat into qualified leads in your CRM
- A site chat that gathers leads — AI answers and contacts into a sheet
- AI answers to product questions from your own catalog
- An AI sales agent in your messenger, on your catalog
- A product catalog in chat your customers browse themselves
- Auto-replies to your DMs — with conversation memory
- Lead capture through a live chat — into a table
- A website chatbot from your materials — with lead capture
- Support & lead-capture chat assistant
- A sales agent in chat: finds the product, answers questions, sends the payment link
- WhatsApp auto-replies and lead capture — automatically
- A bot that answers about your company and captures leads — automatically
- Lead capture through a natural chat — into a sheet
- A client-base assistant: ask in chat, get the answer
- 24/7 product answers to customers in the messenger
Client Onboarding
- A messenger bot that builds your catalog and answers customers
- Step-by-step customer onboarding — the whole first week on autopilot
- Onboarding new clients: email, meeting and owner
- A personal welcome for every new client
- Personalised welcome emails right after payment
- Welcome emails for new clients — automatically
- Auto-greeting for new CRM leads in the messenger
- Client onboarding from an intake form — checklist, consultant and kickoff
- New client onboarding — folder, tasks, channel, and email in a minute
- A form lead: analysed in a sheet, answered by email, flagged in your chat
- Client onboarding after a won deal
- Agency client onboarding — folders, brief, and welcome email from one form
- Client onboarding from a single form: project, tasks, contract, channel
- Client onboarding: folder, record and team alert, automatically
- Client onboarding from a questionnaire: project, tasks, channel, email, CRM
- The whole client path from enquiry to kickoff — automated
- New client onboarding — folder, email and team, automatically
- New-client intake from one form — across all your systems
- New-client onboarding — from form to welcome email and tasks
- Address check and welcome for a new customer
Pre-Meeting Client Brief
- Company news before every meeting
- Company research from a list — gathered from the web automatically
- Expert lead-magnet articles: a topic in, a finished document out
- Meeting prep — a briefing on each attendee, sent ahead of time
- A brief on the person and their company before a call
- A brief on your meeting attendees — before the call, by email
- A client dossier for every booked meeting
- A brief on the counterpart's company before a call
- Daily meeting brief with attendee research
- Morning briefs for your meetings — who and where from
- A meeting brief from every new booking
- A brief on your contact before the call
- Who's coming to the meeting — a profile, in advance
- An attendee brief before the meeting — in your calendar automatically
- A brief for every external meeting — in the morning, before your day starts
- A client brief for the call, right in the sales tool
- Meeting briefs: company and attendees, done for you
Proposal Generation
- A proposal right after the call — automatically
- Tender questionnaires — answered for you
- Price-quote requests — the quote goes to the customer for you
- A sales proposal to your customer right in the messenger
- A client proposal from a form — in minutes
- Personalized job proposals — with a document and a diagram
- A project request — turned into a proposal and emailed to the client
- A client quote right from your chat — describe the order in words
- Lead qualification by robo-call — with a proposal for the good fits
- A client proposal — assembled for you
- A client quote from their request — in a minute, by email
- A proposal from bullet points — in your template
- Sales proposals tailored to each client — on their own
Leads from Comments
- A contact list from a post's comments — automatically
- Auto-replies to post comments and DMs to new commenters
- Leads from a post's likes and comments — straight to your CRM
- Leads from video comments — collected automatically
- Auto-reply to post commenters with a lead magnet
- Likes under a post — into a list of ready leads
- Leads from social engagement — into a sheet
- Post comments into leads
- Find the threads about your problem — and answer them properly
- Warm leads from comments — with intent scoring
- LinkedIn comment triage with ready reply drafts
LinkedIn Outreach
- Auto-publish social posts from your knowledge base
- Personalized replies to incoming messages, with routing
- LinkedIn invites — through a form
- Auto-reply to post commenters with a lead magnet
- Connection requests from a search in a professional network
- Personal messages to new contacts — automatically
- LinkedIn requests with a personal note — from a list
- Personal messages down a contact list — automatically
- Step-by-step outreach — requests, messages and statuses in one sheet
- Personal connection requests from a sheet — one by one
Leads from Hiring Signals
- Fresh job listings on demand — as a ready sheet
- Gathering jobs by role with fitting ones flagged
- Finding sales-ready companies with ready openers
- A hiring signal — into a ready sales lead automatically
- Growing companies spotted by their job posts, emailed to you
- Job changes among your contacts — as a ready list
- Leads from target companies' job posts — with the email ready
- Reach the company that's hiring for the exact problem you solve
- Find who's hiring — a clean lead list every day
Cold Calling & Outreach
- Finding clients and the first message — on autopilot
- Cold outreach to local businesses — lead gathering and calls automated
- A lead list with contacts and a call script — automated
- Outbound calls by an AI voice — hands-off
- Reaching your base about an offer: calls and emails
- Auto-call new HighLevel leads
- Auto-call new leads from your spreadsheet
- Auto-call new contacts with a voice agent
Lead Magnet
- Expert lead-magnet articles: a topic in, a finished document out
- A lead and coupon from a form — no manual handling
- Unique QR coupons, issued and validated — automatically
- Lead-magnet ideas from a spreadsheet, automatically
- A ready lead magnet for your niche — as a document, sent by email
- A personal plan for every new lead — right after the request
