Solutions · Sales
A cold call with the manners of someone who read the file.
The Outbound Sales template never picks up the line before reading the lead's CRM record — then it asks permission, listens more than it talks, and closes every call with a logged outcome.

A scene from your day
Today's call list is long. Before every ring, Basher pulls the prospect's file: company, role, previous interactions and deal stage — so the call opens informed, not guessing.
The one who said busy got a scheduled callback instead of persistence; the one who said take me off your list had it done in that very moment, logged in the system; and the interested one hung up with a meeting invite already in their calendar — every outcome written to your dashboard.
Inside the platform
The call tree as it is in the template
Every call runs on this map: the file read before the first word, permission asked, then the pitch — and four outcomes branch from there. Every step here is real in the template, and you can reshape any of it yourself, without code.
Ready to configure
What comes pre-wired
The conversation arrives ready and you can reshape any step yourself. Actions that touch your systems — a confirmed booking, a ticket, a record update — go live once that system is connected during onboarding. Every line here exists in the product, not in a marketing deck.
It reads the file before it rings
A CRM lookup by phone returns the company, role, previous interactions and deal stage — so the call opens on knowledge, not guesswork.
in the code: lookup_lead · GETPermission first, always
The first question after the introduction: is this a good time? Busy means a callback is scheduled on a date saved to the system — no random redialing.
in the code: intent: busy → callbackTake me off your list happens instantly
A hard rule in the template: a removal request is written to the CRM in the moment, with an apology and a confirmation that there will be no further calls.
in the code: status: do_not_callInterest becomes a meeting inside the same call
Date, time and meeting type — video, phone or in person — are collected and booked, the calendar invite reaches both sides, and the follow-up goes out by WhatsApp, SMS or email.
in the code: schedule_meeting → send_followupNo call ends without an outcome
Interested, meeting scheduled, not interested, call back later, wrong number, no answer — every call closes with a status and notes written to the CRM.
in the code: update_lead_status · ×6
Platform pillars
What it stands on
Every template borrows its strength from the platform itself — meet each pillar up close.