Productivity
Productivity
Simple features that eliminate clicks, data entry and redundancy, while improving your top level funnel.
Notes
Notes are what turn cold-calls into warm calls. It’s how we know how many tries we’ve made to reach a decision maker, the gatekeeper’s name, the time of day to call, the conversation you had last year. That’s why you can make notes on the same page you’re using to make the call, whether on the web or mobile app. You can also export them, or sync via integration.
Appointment & Follow Up Calendar
Two calls to talk to someone, a voicemail, three more to get a decision maker. No one needs to be told how important it is to keep track of follow ups, and the appointments that result. Two clicks will schedule and sync to your work calendar, including a link to pull up the prospect from the mobile app. Right from the screen you’re calling from. These events can also be used to trigger a Zapier automation, sending a business to AgencyZoom, for example.
Click to Dial (click to anything)
Just about everyone has a VOIP, which is why the phone numbers can be dialed by clicking on them. You can also google the business, or phone number, with a click. Website, company page, or map the address.
Email Templates, Integration
Inevitably an email has to be sent. No longer a side quest when you can template anything redundant and send it with two clicks. Complete with attachments. Available for Outlook and G Suite.