Smart features

Qai, nurturing, A/B testing, CRM integrations and other features that do more of the work for you.

• What is a nurture sequence?A nurture sequence re-contacts prospects you've reached before, once enough months have passed, with a message written for a second approach.
• Nurturing and contacting previous prospectsChoose how many months must pass before prospects who did or didn't reply can be contacted again, under Settings, Company tab, Nurturing.
• Auto-expand targetingWith auto-expand on, a campaign that runs low on prospects gets its targeting broadened so it keeps sending.
• A/B testing a sequenceRun several active sequences in one campaign. Each prospect gets one at random, so you can compare open and reply rates.
• Using Qai to set up and manage campaignsChat with Qai to create campaigns, adjust targeting, write sequences, review prospects and pause or archive campaigns.
• Where can I turn automatic personalization on or off?In the campaign's Settings, check or uncheck "Qai generated personalized messages".
• How do I review and edit Qai's generated messages?Open the campaign's Prospects tab and click the message icon on a prospect to see and edit Qai's personalized email before it's sent.
• Integrate Qualifier with your CRMLog every email in your CRM with a BCC address (all plans), or add a CRM integration that keeps customers and active deals out of your campaigns.
• Log all emails in your CRM with BCCAdd your CRM's BCC address under Settings, User tab, BCC email address, and every email your campaigns send is logged in your CRM.
• Integrate with HubSpotThe HubSpot integration keeps customers, partners, companies with deals and recently active companies out of your campaigns.
• Integrate with PipedriveThe Pipedrive integration keeps companies with deals or recent activity out of your campaigns.
• Integrate with UpsalesThe Upsales integration keeps customers, companies with opportunities and recently active companies out of your campaigns.
• Integrate with SalesforceThe Salesforce integration is set up to match your Salesforce, so we plan it together with you.
• Phone numbers (Swedish market only)For Swedish prospects, Qualifier can find mobile and company phone numbers, and add calls to your sequences as Phone steps.
• Export prospects to a CSV fileThe CSV export add-on lets you download every contacted prospect, with company, contact details, dates and status.