Keep this on a second screen or tab during your demo
Show the pipeline โ opportunities from $495 to $12,000. Click into a contact to show tags and custom fields.
โก AUTO Have Conversations tab open. SMS fires in ~1 minute.
โก AUTO SMS + email fires instantly. Pipeline move, tags, and task all happen simultaneously.
โก AUTO Demo mode: confirmation โ 1 min โ 24hr reminder โ 1 min โ 2hr reminder.
๐ฌ CHAT Open the chat widget on the demo website and type the suggested message.
๐ฌ Suggested message: "Hi, my AC stopped working and I have a baby at home โ can someone come today?"
๐๏ธ VOICE The AI will call the demo phone number. Have your phone ready before hitting the button.
๐๏ธ VOICE Pick which demo to run โ or run both.
โ ๏ธ MANUAL FIRST Move Demo Prospect opportunity to Proposal Sent stage first.
Clears the Demo Prospect's name, phone, and business name back to defaults.
Do this after every demo session.
Keep this on a second screen or tab during your demo
Show the pipeline โ opportunities from $495 to $12,000. Click into a contact to show tags and custom fields.
โก AUTO Have Conversations tab open. SMS fires in ~1 minute.
โก AUTO SMS + email fires instantly. Pipeline move, tags, and task all happen simultaneously.
โก AUTO Demo mode: confirmation โ 1 min โ 24hr reminder โ 1 min โ 2hr reminder.
๐ฌ CHAT Open the chat widget on the demo website and type the suggested message.
๐ฌ Suggested message: "Hi, my AC stopped working and I have a baby at home โ can someone come today?"
๐๏ธ VOICE The AI will call the demo phone number. Have your phone ready before hitting the button.
๐๏ธ VOICE Pick which demo to run โ or run both.
โ ๏ธ MANUAL FIRST Move Demo Prospect opportunity to Proposal Sent stage first.
Clears the Demo Prospect's name, phone, and business name back to defaults.
Do this after every demo session.