Lead generation agencies improve the output of Sales Reps and manage more clients
Generate qualified leads, build your sales pipeline and book more sales meetings for your clients with SmartReach sales engagement platform
10 things in SmartReach that Agencies 
SALES ENGAGEMENT PLATFORM
Run outreach campaigns via multiple channels to increase the chances of getting responses
Automate multichannel outreach sequences via Linkedin, Whatsapp, email, and SMS with our sales engagement software
Engage with prospects on Linkedin via profile views, send connect requests, send messages and/or Inmail
Task manager designed to eliminate distractions to enable completion of daily sales engagement tasks in minutes
Run multiple channels in one sequence or separately based on the client's strategy
Team switch
Switch between multiple client accounts, effortlessly
Switch between multiple client accounts seamlessly without having to log-in / log-out every time
Get an overview of all your client accounts, know how each client account is doing, and which ones need more attention
Each client's data stays independent and safe
Email automation
Sales engagement platform to automate B2B lead generation for cold email outreach
Automates and schedules your email & follow-ups. Designed to boost reply rates. You cannot send promotional or bulk emails
Personalize your emails at scale with Dynamic Email Content
Make every email dynamic using Spintax
Advanced reply detection saves from sending embarrassing automated follow ups
Run A/B tests to learn which subject lines / email content get better outcomes
Email deliverability
Make it to the primary inbox and boost reply rates
Suite of tools to help you maximize your email deliverability and better reply rates:
SmartReach validates all prospects’ emails before sending to avoid email bounces
Email warmup to ensure your emails are frequently opened and replied to constantly maintain a good sending reputation
Run free Spam Tests to check if your emails are configured correctly
Got a new email account ? Start campaigns with Soft-Start to slowly increase the number of emails you send, so as to build your email and domain reputation
Auto pause emails to prospects if there are missing values for the merge-tags
Roles and permissions
Sales engagement platform to guide your agency to success
Invite team members to manage client accounts.
Configure the right level of access to features / data for team members based on:
- their role, and
- the clients they are assigned to.
Track your team's performance over time, identify what's working, and scale up on winning B2B lead generation strategies
Reports
Get actionable insights to generate more sales-qualified leads
Create the best lead generation strategies from detailed reports on campaigns, templates used, the best time to send, and prospect lists
Download and share reports with clients, or simply add them as team members (without any extra cost) to view their campaigns
Agency sales leaders get a one-glance overview of multiple client performance
Inbox
Boost your team's productivity & collaboration with Shared Team Inbox
Send replies to your prospects directly from SmartReach’s inbox, without needing to log-in / log-out of multiple client inboxes
Manage sales cycles & review conversations with prospects
Separate categorization of prospect & non-prospect email responses
Complete context while replying to prospects, tailor-made for lead generation
Faster responses to sales inquiries help reduce your sales cycle
Reply sentiment analysis give you the health of our sales pipeline
Workflows
Customise SmartReach to fit your agency lead generation playbook
Create custom Prospect Columns, and use them as variables (merge-tags) to personalize your emails
Create custom Prospect Categories to track the stage of each prospect, and to keep the prospect stages in sync with your CRM
Use Triggers and Webhooks to automate tasks within SmartReach, and with other tools like CRMs
Create custom workflows for each client depending on their requirement and the CRM they use
Integrations
Integrate SmartReach with your essential business software
Connect with over 1000+ third-party software via our Zapier integration
Integrate with your internal lead generation tools with our powerful API, Triggers, and Webhooks
Use our native integrations to sync your data with HubSpot, Pipedrive, & Zoho CRM
Sync activity/prospect categories in SmartReach.io with lead statuses in your CRM
Use third-party integrations with appointment scheduling tools like Calendly etc
Security and Compliance
SOC-2 Type 2 Certified - Best-in-class security controls
Maintains the highest levels of security, confidentiality and availability
Utilizing SSL/HTTPS for all network traffic
Regularly run security tests to detect & address vulnerabilities
Database changes are immediately shipped off-site via the 'write-ahead-log'