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CRM

Follow up with every customer that went quiet

Example prompt from Account Executive

Find deals in HubSpot with no activity in the last 10 days and draft a personalized nudge for each.

Account Executive

Quiet deals die. Dex sweeps your pipeline for deals with no recent activity, re-reads the most recent email thread and call notes, and drafts a personalized follow-up for each — in your voice, ready for one-click send from Gmail.

How Dex does it

  1. 1Query HubSpot for open deals with no activity in the last 10 days
  2. 2For each deal, read the last email thread and most recent call notes
  3. 3Draft a short, specific follow-up that references the last conversation
  4. 4Save the draft in Gmail and share a link to review
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