ClickPoint

Automatically trigger emails from your SoftVu account as leads move through your sales cycle in SalesExec.

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Leverage Experian CCMP for email distribution using SalesExec automation

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Cheetah Digital email distribution through SalesExec

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SalesExec now supports Postmark, providing dedicated servers for better deliverability and real-time open and click tracking.

Postmark Email Integration

Gabriel Buck

Leo Garcia

Email Integrations

www.clickpointsoftware.com

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

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This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

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In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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