Sales Teams

Close deals faster with automated email workflows

Sales runs on speed and consistency. Toggles for Outlook helps reps send timely, personalized emails without rewriting the same message over and over. Focus more on selling and less on drafting.

Prospect faster, follow up instantly

Insert the right template, contact info, and documents in one click. No more manual formatting or hunting for decks.

Personalize without typing it all out

Auto-fill contact names, companies, links, and context—customized without the grind.

Works right in Outlook

No tab switching, no extra tools. Your workflows live where you already send emails—inside Outlook.

Guided rollout included

Start with your first 3 workflows

Send us examples like cold outreach, demo follow-ups, proposal delivery, or contract renewal emails. We'll help turn your first 3 into reusable Outlook workflows for your team.

Book a Guided Rollout Call

Eliminate Repetitive Work

Stop copying and pasting the same pitch. Send it in seconds, perfectly formatted.

Increase Speed to Lead

Respond faster to interest and follow up before competitors do.

Stay Consistent Across the Team

Use shared, approved messaging so every rep sounds sharp and on-brand.
Relevant sales workflows

Common sales emails your team can standardize

Help sales teams send consistent prospecting, demo follow-up, proposal, contract, and re-engagement emails from Outlook.

ProspectingUseful for repeat outreach

Cold Outreach Intro

Reach out to a new lead with a short, value-focused intro.

What Toggles handles
  • Approved intro copy
  • Prospect variables
  • Value prop
  • Sales signature
View example
DiscoveryOften saves 5+ minutes

Discovery Call Confirmation

Confirm a travel planning call and outline the discussion topics.

What Toggles handles
  • Call confirmation
  • Agenda topics
  • Scheduling details
  • Branded signature
View example
Demo follow-upOften saves 5-10 minutes

Demo Follow Up

Send a quick follow-up to a client after a demo.

What Toggles handles
  • Demo recap
  • Relevant resources
  • Next-step CTA
  • Prospect-specific fields
View example
ProposalHelps prevent missed attachments

Proposal / Scope of Work Delivery

Deliver a formal project proposal or scope of work document to a prospective client.

What Toggles handles
  • Proposal message
  • Scope attachment
  • Next steps
  • Buyer recipients
View example
Follow-upCommon sales workflow

Proposal Follow-Up

Follow up after sending a trip proposal.

What Toggles handles
  • Follow-up copy
  • Proposal context
  • Next-step CTA
  • Personalized details
View example
CloseHelps reduce back-and-forth

Contract Renewal Notice

Notify a client that their service contract is coming up for renewal and send the renewal agreement.

What Toggles handles
  • Renewal copy
  • Agreement attachment
  • Deadline fields
  • Stakeholder recipients
View example
Starter pack

Start with the Sales Starter Pack

Start with outreach, demo follow-up, proposal delivery, NDA, document signature, payment instructions, and referral workflows for sales teams in Outlook.

Find the repeatable emails your Sales team should standardize first

Discover your potential savings.

Estimate how much time and labor cost your team can recover by standardizing repeatable Outlook emails with shared workflows.
Adjust your assumptions
10

Regular senders of structured Outlook emails.

25

Messages with repeated wording or structure.

6 min

Prep time before Toggles workflows.

min

66%

For structured emails with repeated details.

$40/hr

Salary, benefits, and overhead if known.

Pricing assumptionBusiness Pro uses 10 billable seats at $180/year, including the 5-seat minimum.

Toggles workflows are user-initiated inside Outlook. They help prepare repeatable emails with approved details, but they never auto-send messages.

Based on your inputs
Estimated annual value recovered
$34,320
Net annual value
$32,520
Projected hours recovered per year
858
Manual repeat-email cost per year
$52,000
Toggles annual cost
$1,800
ROI
1,807%

How this estimate is calculated

  1. Repeatable email volume x preparation time = manual email time.
  2. Manual email time x estimated reduction = hours recovered.
  3. Hours recovered x loaded hourly cost, minus Toggles cost = net value.
Start Free TrialBook an Outlook Workflow Walkthrough

Spend less time typing and more time closing

Toggles for Outlook helps sales teams move faster, stay aligned, and close more deals with less effort. Try it free or book a demo today.