Stop waiting. Reach buyers first with the right message.

Stop waiting for buyers to reach out. Reach them first — with the right message at the right time.

Trusted by the world's most sophisticated wholesale distributors and suppliers.

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Monitors Your Systems for Triggers

Proactive Outreach continuously watches your ERP and inventory for signals — new product arrivals, back-in-stock items, promotions, reorder windows, stalled orders, and shipment exceptions.

Step 1

Identifies the Right Accounts

For each trigger, CoPilot identifies the accounts most likely to act — based on purchase history, product affinity, account tier, and territory — so outreach is targeted, not blasted.

Step 2

Drafts Personalized Outreach

CoPilot drafts a personalized message for each account — referencing the specific product, their buying history, and their account terms. Every message feels like it came from a rep who knows the account, not a mass email tool.

Step 3

Routes to the Right Owner

Each draft is routed to the account owner for review and send — or sent automatically based on your rules, for low-risk outreach like reorder reminders and back-in-stock pings.

Step 4

CoPilot doesn't just put out fires, it creates pull.

CoPilot automatically handles order exceptions and personalized outreach to keep your long-tail accounts warm. Your team focuses on the top 20% of buyers—CoPilot manages the rest.

Frequently asked questions

Does this replace our outbound sales motion?

No — it supplements it. Proactive Outreach handles the systematic, data-driven outreach that reps don't have time to do manually, freeing them to focus on high-value conversations.

Can we control what gets sent automatically vs. reviewed first?

How does it personalize messages?

Stop digging for answers. Start asking CoPilot.