How it works
From what you sell to a booked meeting.
Six steps. Mach does the work, and you can check it at every step.
- Your CRM4,212 recordsConnected
- Brain2 of 6 offeringsReady to pitch
- HarborFit 83 · Intent 71In market
- Benelux logisticsNew campaignStep 4 of 6
Meeting booked with Harbor
Megan Reed and Daniel Ortiz
Wednesday 15 Oct, 10:00Step 1 of 6
Connect what you already use.
Sign up with a work email. Then connect your CRM, a sending domain, your calendar and LinkedIn.
Arjun's own connections
CalendarWorkingLinkedInWorking- Your CRMAccounts, people and deals come in.
- A sending domainBuy one, or bring your own. Mach sets it up.
- Your calendarGoogle Calendar, Microsoft 365 or Calendly.
- LinkedInEach person connects their own.
- WhatsAppYour business number, if you use it.
- Your note-takerMeeting notes come in.
A new sending domain warms up over 28 days. Research and LinkedIn can start on day one.
Step 2 of 6
Mach learns your business.
It reads your website and proposes what you sell and who buys it. You approve each finding.
More about the Brain
Made-up companies and people.
Step 3 of 6
Bring your companies and people.
Your CRM syncs every two hours. Or upload a file and confirm the columns.
- CSV, Excel or JSON files, with several sheets
- From your CRM: accounts, contacts, leads, deals, notes, tasks, calls and meetings
- Someone who opted out stays opted out after an upload
Read 12 minutes ago · 4,212 records
Made-up companies and people.
Step 4 of 6
Know who to call first.
Each company gets fit, intent and why now. The best one sits at the top.
More about research
Who to call first · Benelux logistics
Made-up companies and people.
Step 5 of 6
Mach writes. You approve. It sends.
Describe a campaign in a sentence. Mach proposes the steps and writes each message.
- A call script for the rep who dials
- An email from your sending domain
- LinkedIn visits, likes, comments, requests and messages, sent as you
- WhatsApp templates from your business number
On LinkedIn, Mach visits first, then connects, then writes.
Your campaign, in one sentence
“Three weeks. LinkedIn first, then email.”
Mach proposed 7 steps over 21 days.
Step 2 of 4 · waits for your OK
Approve and sendGoes out at 10:30, her morning
Made-up companies and people.
Step 6 of 6
Work your day from one list.
Replies land in one thread. Meetings land on your calendar. Your day is one ranked list.
- Inbox: one thread per person
- Today: what to do next, in order
- Deals: open, move, won or lost
6 of 23 done today
Approve, edit or snooze from the keyboard.
Made-up companies and people.
Before you start.
What do I need to get started?
A work email and your company website. Then bring your leads from your CRM or a spreadsheet. At every step, you can check and fix what Mach finds.
What do I need to connect?
Nothing to start. Connect the channels you want and your calendar for meetings. Email goes from a separate sending domain, so your company's own mail is kept apart.
Which CRM can I connect?
Mach connects to one CRM today. Ask us whether yours is supported. You can always upload a file instead.
How soon can email go out?
A new sending domain warms up over 28 days. It starts at 20 emails a day and rises to 500. Research, LinkedIn and call scripts can start on day one.
What if my company already uses Mach?
Confirm your work email, then ask to join your company's workspace. Each company has one workspace for the whole team.
See it work on your own business.
Sign up with a work email. Mach starts by reading your website.