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See what PLAYBOOKS can do for your team


Create intelligent cadences.

Automate the busy work.

Get a birds-eye-view of your team’s efforts.

Determine priorities based on the hottest leads.

Create, customize, and automate cadences that utilize phone, email, text, and direct mail. Automatically enroll accounts, contacts, and opportunities based on any field in your CRM.

Increase your team’s effectiveness with insight into email engagement. See which emails are getting opened, which links are being clicked, and which attachments are downloaded.

Determine the right tasks and the right order to effectively prioritize your time. Use data, rules, AI, and analytics to find the hottest leads and the best track to success.

Get a report on everything you need to know. See how cadences are performing, who’s contributing to the team, the cost of follow-up strategies, and make data-driven decisions to improve performance.

Watch how PLAYBOOKS can fit into your day!