Load new records, update changed rows, export CSVs. Every one is ready to run, and you can adjust it in plain language.
Check contact sheets against sales criteria and prevent repeat entries.
Get qualified contacts into your outreach register, with duplicates and rows needing review clearly marked on the prospect sheet.
Check new leads and add qualified contacts to the outreach register.
Your outreach register gains qualified prospects from new spreadsheet leads, while the source row tells your team who was added or skipped and why.
Catch missing details and duplicates before creating CRM leads.
Your sales team gets qualified leads with usable contact details and a clear reason to follow up, while possible duplicates go to review.
Check contact details and duplicates before updating the outreach list.
Your outreach list gets qualified new contacts, with duplicates and failed checks flagged in the prospect table.
Create CRM contacts with valid emails and mobile numbers.
Your team gets CRM contacts with validated work emails and mobile numbers every Monday. See how many candidates were excluded.
Check contact details and flag repeat inquiries for review.
Your outreach register shows which website inquiries are ready to contact and which need a closer look.
Check ad contact details before marking prospects ready for outreach.
Your outreach register gets qualified lead ad contacts with checked details. Each contact carries the campaign or form that brought them in.
Check scanned cards and keep duplicate prospects out of outreach.
Your outreach list gets qualified trade show prospects with checked card details and the show recorded as their source.
Validate partner contact files and import prospects without duplicates.
Your outreach register gets qualified partner prospects, and you get a clear summary of contacts skipped or held for review.
Keep unverified contacts out of the sales outreach list.
Your outreach list gets contacts with verified work emails and profile links. Your rep gets a clear task when details need review.