Know the moment a prospect opens your email or views your proposal — and follow up at the perfect time.
Most Indian sales reps follow up on a fixed schedule — 'I'll call 3 days after sending the proposal.' This is the worst possible approach. The right time to follow up is when the prospect is actively thinking about your product — which is right after they open your email, click your proposal link, or read through your pricing page. Engagement tracking creates this signal in real time, turning scheduled follow-up into triggered, context-aware follow-up.
The engagement score feature compounds the value further. Rather than treating all leads equally, the score surfaces leads who have been consistently engaging — opening multiple emails, clicking links, revisiting the pricing page — so reps can prioritise their limited calling time on the highest-intent contacts in the pipeline.
Real-Time Open Notifications
Desktop and mobile notifications the moment a contact opens your email — shows how many times and from which device.
Link Click Tracking
Track which links in your email were clicked and how many times.
Document View Tracking
Know when a prospect views a proposal, brochure, or attachment — with time-spent data.
Engagement Score
Each contact gets an engagement score based on recent email opens, clicks, WhatsApp replies, and page visits — so high-engagement leads rise to the top of the queue.
Insurance broker closing policies faster with open-event calls
An insurance broker in Mumbai was following up on premium quotes every Friday regardless of engagement. After enabling email tracking, the broker started calling within 30 minutes of a proposal being opened. The data was striking: 67% of policies that were eventually sold involved a call within 2 hours of a proposal open — compared to 12% for calls made on schedule. The broker shifted entirely to engagement-triggered follow-up.