Scriptera
Microsoft Excel 365 and Slack automations — Sales & Leads
Ready-made scenarios where Microsoft Excel 365 and Slack work for you (sales & leads): pick one — a copy appears in your account and runs on its own.
10 scenarios
- Lead response-time monitoring with alerts
- Application processing and agent assignment — on autopilot
- Every lead: reply, CRM and nurture, instantly
- Form submissions: triaged, answered and pushed to your team
- Compare each proposal against your winners and find the gaps
- Screening leads by criteria — with a reply to each
- Company and contact data — on request, in your messenger
- Client onboarding from documents — the record fills itself in
- An AI assistant over your CRM in any messenger
- Finding companies and their staff's work contacts — with AI
