Use case

Sales follow-up

Lead emails are predictable until they are not. The goal is fast first responses without turning your inbox into a CRM admin job.

Route

Rules match the obvious: inbound lead forms, pricing requests, referrals, and calendar replies. The action can assign an owner, forward to the right address, or open a CRM flow.

  • Match by domain, form sender, or keywords
  • Forward to a territory or product owner
  • Tag as lead and schedule follow-up

Coach

When a message does not match, the catch-all suggests the next move: clarify budget, ask for timeline, or propose a call. You approve what goes out.

  • Suggested reply with the right questions
  • Detect when to move to a call
  • Keep send gated

Learn and remember

NeoMail records repeated actions and can propose a rule. Second Mind keeps deal context so you do not re-read the thread before every call.

  • Repeated triage choices become suggested rules
  • Rolling memory for active deals
  • Fixed context for pricing, terms, and objections

Typical connectors: Salesforce or Dynamics 365 for records, Calendar for scheduling, and MCP-connected internal tools for enrichment.

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