Sales engagement

Leads, sequences, meetings & forecast

Find and work leads, run outreach sequences, book meetings and forecast what will close.

Why teams use it

Leads, sequences, meetings & forecast, done properly.

Part of one shared workspace, so Sales engagement data is already connected to your clients, projects and invoices.

Leads on a board or table, separate from contacts until they qualify.

Automated emails mixed with call and LinkedIn tasks, stopping on reply or booking.

Public booking pages that hide your busy times and log every meeting.

Deals closing by month or quarter against each rep's goals.

Inside Sales engagement

What you'll find in the side menu and tabs, and what each one does.

Sales

LeadsA lead pipeline as a board or table, separate from contacts, with My leads and Unassigned views.
Prospecting workspaceToday's sequence tasks, your open leads, steps going out in the next 24 hours and recent email opens.
SequencesMulti-step outreach with automated emails plus manual email, call and LinkedIn tasks.
MeetingsPublic booking links that hide busy times. Each booking creates the event, the contact and a meeting activity.
CallsEvery call: all, missed, voicemail, outbound and inbound, for you or the whole team.
Templates & snippetsReusable 1:1 emails with merge tags, plus #shortcut snippets you can drop into any reply.
PlaybooksCall scripts and qualification checklists opened from a deal, with answers logged on the timeline.
ForecastDeals closing this month or quarter by owner, team and forecast category, measured against goals.

Connected by default