SmartSend

What SmartSend does

Knowing first only pays off if you act first. SmartSend turns a contact into a short, relevant email sequence in one click. It reads the person's role and everything Fundz knows about their company right now (a raise, a new leader, a launch, a contract, an expansion), works out what they are likely dealing with this week, and drafts up to three emails that lead with their challenge and how you help.

The first email goes out from your own Gmail or Outlook, in your voice, the moment you approve it. The follow-up and the short final note are threaded onto the same conversation. You choose every contact; SmartSend never finds people or emails anyone on its own.

When to use it

How to send one

1. 1
   Find the person: on a daily lead, a brief card, Today, or a company profile's contacts. Click SmartSend.
2. 2
   First time only: connect Gmail or Outlook right in the window. It is a secure sign-in with Google or Microsoft; Fundz never sees your password and you can disconnect any time.
3. 3
   Review the three tabs, Sends now, Follow-up and Breakup. Edit any word, check your signature and add your meeting link.
4. 4
   Send. The first email goes out immediately from your inbox and lands in your Sent folder. The follow-ups are scheduled on the same thread.

See and manage everything in flight

Open SmartSend in the left menu to see every sequence you have running. Edit an email that has not gone out yet, remove one step, or stop a sequence entirely. On a contact card, a running sequence shows Scheduled with a Stop button.

Sends, replies and meetings also move the company forward in your pipeline on their own. See SmartSend and your targets.

Written from real events, honest by design

The email is built from what is really happening at the company, not a name dropped into a template. When there is a real date to point to, such as a lending agreement coming due, a benefit plan renewal window, or new funding turning into hiring, SmartSend leads with it. Those dates come from the same data behind Lender Intelligence and Benefit Plans in Play.

It describes your offer exactly as you wrote it and never invents claims.

Add LinkedIn

SmartSend can also reach the same person on LinkedIn, or on email and LinkedIn together. On any contact with a LinkedIn profile, pick the LinkedIn option when you start. It sends from your own LinkedIn account: a personal connection request, then a short follow-up and a polite final note if they do not reply. Fundz drafts every step from what just happened; you review and edit before anything goes.

Sent together, email and LinkedIn run as one sequence: a reply on either channel stops both, so nobody hears from you twice.

The three emails

Each tab shows your live signature and meeting link, so the email you approve is exactly the email that goes out.

Option: lead with a market gift

On a first email or LinkedIn message you can switch on Lead with a market gift. Instead of opening with a pitch, the first message opens with a useful heads-up about the person's market, such as a peer's raise or fresh activity in their region, drawn from live Fundz data. When there is not a strong enough item to make the gift worth reading, it falls back to the normal note.

Plans