Scriptera
SelectelS3 automations — Sales & Leads
Ready-made scenarios where SelectelS3 works for you (sales & leads): pick one — a copy appears in your account and runs on its own.
22 scenarios
- A proposal right after the call — automatically
- Personalized quotes — delivered as PDF at once
- New client onboarding — folder, email and team, automatically
- A proposal from a form lead — as a ready document and email
- Application processing and agent assignment — on autopilot
- Sales proposals from a form — with the value already calculated
- A personalized sales proposal from a table row, ready and sent
- A proposal and payment link right after the meeting
- A proposal from bullet points — in your template
- A proposal from a table row — as a finished document
- Contacts from business cards into a spreadsheet — by photo
- Client onboarding from a single form: folder, contact, channel, tasks
- A client proposal — assembled for you
- Screening leads by criteria — with a reply to each
- A card photo becomes a contact in your sheet
- Invoices from a folder — straight into CRM deals
- Client onboarding from a single form: project, tasks, contract, channel
- Sales proposals tailored to each client — on their own
- Automated cold outreach — with research on every lead
- Cold outreach with email checks and anti-spam pacing
- A full company analysis from one link — a report to your inbox
- A sales assistant across every messenger
