CRM

Every record here was created by the automation. Follow-up SLA is 3 minutes for this demo.

Scheduled jobs run automatically. Trigger them now for the demo:
ProspectStatusInterestOwnerLast touchOpen tasks
Elena Castellanos
Head of Growth, Ferrowave Robotics
History (4)
  • LINKEDINYes, let's talk. I'm free Thursday or Friday afternoon this week. Send me a few times and I'll pick one.
  • AIClassified MEETING_REQUESTED (5/5). Elena Castellanos, Head of Growth at Ferrowave Robotics, agreed to talk and is free Thursday or Friday afternoon this week, asking for a few time options to choose from.
  • SLACKAlert posted to Slack for Alex
  • SYSTEMEscalated: no reply for 4 min (SLA 3 min).
MEETING_REQUESTED
Elena Castellanos, Head of Growth at Ferrowave Robotics, agreed to talk and is free Thursday or Friday afternoon this week, asking for a few time options to choose from.
★★★★★Alex2268 min ago · escalated
• Send Elena two or three specific Thursday or Friday afternoon time slots with your time zone and a calendar invite link.
Tom Brandt
Managing Partner, Brandt & Keller CPAs
History (4)
  • LINKEDINYes, let's talk. I'm free Thursday or Friday afternoon this week. Send me a few times and I'll pick one.
  • AIClassified MEETING_REQUESTED (5/5). Tom Brandt, Managing Partner at Brandt & Keller CPAs, replied positively and is available Thursday or Friday afternoon this week, asking us to send a few time options for him to choose from.
  • SLACKAlert posted to Slack for Priya
  • SYSTEMEscalated: no reply for 3 min (SLA 3 min).
MEETING_REQUESTED
Tom Brandt, Managing Partner at Brandt & Keller CPAs, replied positively and is available Thursday or Friday afternoon this week, asking us to send a few time options for him to choose from.
★★★★★Priya2278 min ago · escalated
• Send Tom three specific Thursday or Friday afternoon time slots in his time zone today, and confirm the invite as soon as he picks one.
Dana Whitfield
VP of Sales, Northpeak Logistics
History (13)
  • LINKEDINYes, let's talk. I'm free Thursday afternoon, send me times.
  • AIClassified MEETING_REQUESTED (5/5). Dana Whitfield, VP of Sales at Northpeak Logistics, replied positively and asked for a call, saying she is free Thursday afternoon and wants proposed times.
  • SLACKAlert posted to Slack for Alex
  • SLACKsaurabh clicked "Book meeting". Status set to BOOKED.
  • LINKEDINHey, thanks for reaching out. This is actually timely, we've been talking about outsourcing outbound. Can you send over some info on how your program works and what results look like?
  • AIClassified INTERESTED (4/5). Dana Whitfield, VP of Sales at Northpeak Logistics, says the timing is good because they have been discussing outsourcing outbound, and she asked for information on how the program works and what results look like.
  • SLACKAlert posted to Slack for Alex
  • SYSTEMEscalated: no reply for 3 min (SLA 3 min).
  • LINKEDINYes, let's talk. I'm free Thursday or Friday afternoon this week. Send me a few times and I'll pick one.
  • AIClassified MEETING_REQUESTED (5/5). Dana Whitfield, VP of Sales at Northpeak Logistics, agreed to a conversation and is available Thursday or Friday afternoon this week, asking the account manager to propose a few specific times.
  • SLACKAlert posted to Slack for Alex
  • SLACKmannyowuor marked the prospect as replied to.
  • SYSTEMEscalated: no reply for 3 min (SLA 3 min).
MEETING_REQUESTED
Dana Whitfield, VP of Sales at Northpeak Logistics, agreed to a conversation and is available Thursday or Friday afternoon this week, asking the account manager to propose a few specific times.
★★★★★Alex2287 min ago · escalated
• Discovery call with Dana Whitfield
Marcus Oyelaran
Founder & CEO, Brightline Dental Group
History (4)
  • LINKEDINHey, thanks for reaching out. This is actually timely, we've been talking about outsourcing outbound. Can you send over some info on how your program works and what results look like?
  • AIClassified INTERESTED (4/5). Marcus Oyelaran, CEO of Brightline Dental Group, says the timing is good because they have been discussing outsourcing outbound, and he asked for information on how the program works and what results look like.
  • SLACKAlert posted to Slack for Priya
  • SYSTEMEscalated: no reply for 3 min (SLA 3 min).
INTERESTED
Marcus Oyelaran, CEO of Brightline Dental Group, says the timing is good because they have been discussing outsourcing outbound, and he asked for information on how the program works and what results look like.
★★★★☆Priya2385 min ago · escalated
• Send a one-page overview with sample results for multi-location dental groups, and offer a short call.