For SDRs & BDRs
Prospect at scale without the busywork. Ranked lead queues, multichannel cadences, a click-to-call dialer and auto-logged activity — so SDRs and BDRs spend the day talking to the right people and booking meetings, not feeding the CRM.
The job is conversations — everything else runs itself
SDRs and BDRs live at the top of the funnel: qualify the inbound that marketing scores, prospect the outbound list, and book qualified meetings for the AEs. The enemy is manual work — dialing digits, writing notes, remembering the next step.
Here the queue is ranked by score, cadences run email, SMS, WhatsApp and calls in sequence, the dialer connects in a click, and every touch logs itself to the lead. The rep works the list; the CRM keeps the record.
Explore Customer Relationship Management →- ✓ Ranked lead queues by score and intent
- ✓ Multichannel cadences (email, SMS, WhatsApp, call)
- ✓ Click-to-call dialer with recording
- ✓ Every call, email and message auto-logged
- ✓ Lead scoring and instant routing
- ✓ Meetings booked straight to the AE calendar
Everything an SDR or BDR gets
Ranked queues
Work the highest-scoring leads first; the queue reorders as intent and freshness change.
Multichannel cadences
Email, SMS, WhatsApp and call steps run in sequence, with each step due on the day it should land.
Click-to-call dialer
Dial from the record in one click; calls connect through the platform and record automatically.
Auto-logged activity
Every call, email and message writes itself to the lead — no manual notes, nothing missed.
Scoring & routing
Inbound is scored and routed to the right rep the moment it lands; hot leads surface to the top.
Book & hand off
Book the meeting straight to the AE calendar with the full lead history attached.
What an SDR tracks every day
Dials & connects
See how many touches are made and how many actually connect, per rep and per day.
Cadence steps due
Every email, call and message the sequence schedules for today, in one working list.
Meetings booked
The number that matters most — qualified meetings set and accepted on the AE calendar.
Replies to work
Inbound replies and callbacks pulled to the front so warm hands get worked first.
How the agent works with Sales Development
The Flow-Cognition Agent runs a real loop on your Sales Development data — grounded in your records, governed and logged.
Sense
Reads the queue, each lead's score and every signal on the record.
Decide
Decides who to work next and the channel most likely to get a reply.
Act
Drafts the next message and logs the touch — every step grounded and governed.
Field-level permissions · every AI action logged in the audit trail. See the AI layer →
How an SDR works a day
Get a ranked list
The highest-intent leads rise to the top of the queue.
Work the cadence
Run the email, call and message sequence until they reply.
Connect & qualify
Dial in a click and qualify live on the call.
Book & hand off
Set the meeting and pass it to the AE with context.
Where teams put it to work
Inbound qualification
SDRs qualify marketing's inbound fast and route only sales-ready leads onward.
Outbound prospecting
BDRs run outbound cadences at scale, with every follow-up scheduled and tracked.
Meeting-booking desks
Book straight to the AE's calendar, with the lead's full history attached, from inside the cadence.
The payoff
More meetings booked
Ranked queues and cadences keep reps on the highest-intent leads all day.
Less time on admin
Auto-logging and click-to-call cut the dialing and note-taking that eats the day.
Clean handoffs
AEs inherit the lead with every touch and note already on the record.
Consistent follow-up
No lead goes cold — the cadence always knows the next step.
Questions, answered
SDRs typically qualify inbound leads; BDRs prospect outbound. Both live at the top of the funnel and book meetings — this page serves both motions on the same record.
A sequence of email, SMS, WhatsApp and call steps runs on schedule until the lead responds or the sequence ends, with each step due on the day it should go out.
Yes. Click-to-call connects from the record, and calls are recorded and logged to the lead automatically.
Yes. Every call, email and message writes itself to the lead, so reps never take manual notes and nothing is lost at handoff.
Book the meeting to the AE calendar; the lead, its history and context travel with it, so the AE walks in prepared.
Related capabilities
Lead Management
Every enquiry from every channel lands as a scored, owned lead on one record — so you always work the hottest first.
Click-to-Call
Dial from the record in a click, with every call connected through the platform and logged automatically.
For Account Executives
Where your booked meetings go next — the pipeline, quotes and forecasting an AE closes on.
See prospecting in your workflow
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