Capabilities
Multi-step sales sequences and automated follow-up tasks, Outbound email with templates, tracking, scheduling, and rulesets, Outbound calling with dialing, recording, caller ID, logging, and sequential dialing, SMS and calendar/meeting booking workflows, AI-assisted personalization and agentic prospecting workflows, Conversation recording, transcription, summaries, insights, and rep coaching, Mutual action plans and deal execution workflows, Pipeline management and sales forecasting, Bidirectional CRM synchronization with Salesforce and Microsoft Dynamics, AI workflows for research, routing, re-engagement, and deal alerts
