Sales teams

Follow up when the signal is hot

Which deal is hot? When to call? Opening notifications and share data, not guesswork.

Challenge

Blind follow-ups, missed deals

Silence after sending a proposal. Without open and share signals, hot deals cool down and energy is wasted.

  • Sent proposals go dark
  • Follow-up timing is always off
  • Low manager visibility
With OfferNeo

Strike hot deals while hot

Get alerts on every open; analytics show who viewed, how long, and who they shared with. Focus on deals ready to close.

  • Real-time opening notifications
  • ‘Hot deal’ signals
  • Two-way CRM sync

HubSpot, Salesforce, and Zoho each use one connection. The guide on creating proposals from a CRM sets out the filters and the payment update.