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All modules · Sales & Finance

Sales engagement

Prospecting, sequences, meetings & forecast

Find and work leads, run outreach sequences, book meetings and forecast what will close.

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The Sales engagement module in Slisco

Why teams use it

Prospecting, sequences, meetings & forecast, done properly.

Part of one shared workspace, so Sales engagement data is already connected to your clients, projects and invoices.

01

Prospecting workspace

Today's sequence tasks, your open deals and recent email opens in one place.

02

Sequences

Automated emails mixed with call and LinkedIn tasks, stopping on reply or booking.

03

Meeting links

Public booking pages that hide your busy times and log every meeting.

04

Forecast and goals

Deals closing by month or quarter against each rep's goals.

Inside Sales engagement

Every page in the Sales engagement menu.

What you'll find in the side menu and tabs, and what each one does.

Sales

  • Prospecting workspaceToday's sequence tasks, your open deals, steps going out in the next 24 hours and recent email opens.
  • SequencesMulti-step outreach with automated emails plus manual email, call and LinkedIn tasks.
  • MeetingsPublic booking links that hide busy times. Each booking creates the event, the contact and a meeting activity.
  • CallsEvery call: all, missed, voicemail, outbound and inbound, for you or the whole team.
  • Templates & snippetsReusable 1:1 emails with merge tags, plus #shortcut snippets you can drop into any reply.
  • PlaybooksCall scripts and qualification checklists opened from a deal, with answers logged on the timeline.
  • ForecastDeals closing this month or quarter by owner, team and forecast category, measured against goals.

Sequences, the smart way

  • Automatic exitsContacts leave a sequence when they reply, book a meeting, unsubscribe, bounce or win a deal.
  • Send limitsDaily send limits per person and a send window keep outreach human-paced.

Connected by default

Works hand in hand with

CRM

A pipeline for every deal, with contacts, companies and the full email history in one place.

  • Pipelines and stages
  • Board or table
Explore CRM

Phone

Call from the browser, with call logs, recordings and transcripts attached to the right contact.

  • Browser softphone
  • Every call logged
Explore Phone

Email & automation

Send email and SMS campaigns to segments, score leads and let workflows do the follow-up.

  • Email and SMS campaigns
  • Segments
Explore Email & automation
Sales engagement: Prospecting, sequences, meetings & forecast · Slisco