Contact rules
Who the agent may reach, in which workflows.
One agent, from lead source to booked next step.
Exacta runs the entire follow-up conversation — research, first email, reply handling, qualification, scheduling and CRM update — inside the rules your team defines.
From
Static sequences that stop at the reply.
A sequence fires the same steps no matter who replies or what they say. The moment a buyer answers, the work goes back to a person.
To
An agent that works the whole conversation.
Exacta researches the buyer, opens with relevance, answers questions in-thread, qualifies the opportunity, and coordinates the next step.
Result
Follow-up that behaves like your best rep.
Every lead your team earned gets a persistent, relevant conversation inside the guardrails you set.
More than automated email. An agent that works the conversation.
01
Researches every buyer
Uses approved company, contact and CRM context before writing.
02
Personalizes the message
Adapts to the buyer, company, lead source and sales history.
03
Responds to replies
Understands questions, interest, objections and requests.
04
Follows up persistently
Changes approach based on engagement instead of replaying a static sequence.
05
Qualifies opportunities
Asks the questions your sales team needs answered.
06
Books meetings
Coordinates the next step inside the email conversation.
07
Updates your CRM
Records activity, responses, qualification details and outcomes.
08
Escalates intelligently
Hands conversations to a human at configured boundaries.
09
Operates within guardrails
Uses approved claims, content, pricing, timing and escalation rules.
10
Honors opt-outs
Records unsubscribe and reply-based opt-out requests.
Autonomous inside the playbook. Human at the edges.
Playbooks, approved knowledge, contact rules, cadence, qualification requirements, offers and escalation triggers stay under your team’s control.
See the product in five real workflows.
01Inbound lead follow-up
Respond to every inbound lead while intent is still high.
Open page →02Trade show & event follow-upTurn every event lead into a personalized conversation.
Open page →03Webinar follow-upFollow up based on what each webinar lead actually did.
Open page →04MQL follow-upGive every MQL a real chance to become a conversation.
Open page →05Stale & closed-lost pipelineYour closed-lost pipeline is not dead. It is waiting for a reason to talk again.
Open page →See Exacta work your leads.
Share your company and lead sources. We’ll show you the researched, relevant email experience your buyers would receive.