Sales · Agent
Follow up after every sales call
From your notes, the agent writes the follow-up email and updates the deal in your CRM.
Template: Sales Follow-Up Writer. It is waiting in your workspace after you sign up.
The problem
After a call the follow-up and the CRM update wait until the end of the day, or until never.
Where a person decides
- Asks before sending. You read the email and approve.
What you need
- Works on Free. Business adds the whole sales team and team budgets.
- Works with
HubSpot
Salesforce
Pipedrive
Outlook
Gmail - Each run shows its price in euros before it runs, and is paid from your workspace balance.
Start
You paste your notes
Or the meeting transcript, in chat
Agent
Sales agent drafts the email
Recap, next steps, the attachment you promised
Action · HubSpot
Updates the deal
Stage, next step, close date
Asks first
Asks before sending
You read the email and approve
Board
Reminder on the board
If the customer has not replied in a week
How it runs, the way the workflow canvas shows it.
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