Break your process into sales activities to guarantee more wins.
Combine email, call and social outreach steps in your cadence.
Discover sequences that create winning results.
Test sequences for different business personas to find the ideal customer profile.
Prospects shift in the sales pipeline based on engagement.
Engagement scores determine your best bets for following up - finding your most interested leads.
See a full timeline of every prospect activity - emails, calls, meetings, and file opens.
Fileboard runs your sequence automatically and priortizes your tasks based on customer engagement.
Set access limits to features, templates and files.
Set rules for activity thresholds.
Segregate data, content, and features based on team spaces.
Tasks are created when prospects engage in your content.
Forget to follow up with some leads? Fileboard keeps track of all engaged leads, and sends reminders for forgotten contacts.
Fileboard creates low-priority tasks for those accounts that don't get in touch, and you can easily pull this group into another workflow.