Hold possible duplicate invoices, link repeat quotes, check purchase forms. Every one is ready to run, and you can adjust it in plain language.
Find the strongest buyer matches before starting new conversations.
Your saved prospect search becomes a ranked lead list in a spreadsheet after you email its link.
Send prepared emails to leads and see which contacts have replied.
Your prepared outreach emails go out on your chosen day, and replies appear beside contacts in your sheet so you can see who needs follow-up.
Turn first email drafts into complete options for approval.
Choose from three subject lines grounded in your draft and recipient's role, with complete emails ready for review.
Add qualified account contacts to outreach without repeat entries.
Get qualified contacts into your outreach register, with duplicates and rows needing review clearly marked on the prospect sheet.
Surface matched company contacts for the next outbound push.
Get a sourced list of prospects for the markets your team wants to reach, with fit notes in your spreadsheet for outreach decisions.
Find local businesses to approach for new accounts.
Get a weekly prospect list in your shared sheet, with duplicate listings removed and any shortfall against your requested count clearly shown.
Find new buyer contacts without repeating accounts already in play.
Get a prospecting list with qualified contacts, source links, and a clear account of duplicates or gaps.
Prepare a sourced list of businesses to approach in a chosen area.
Get a sales lead list for your chosen industry and area, with source links and published contact details for businesses that fit.
Find local business prospects for territory outreach.
Get a territory prospect list with public contact details and review flags, ready for your sales rep to check before outreach.
Draft a first email connecting a target account's priorities to the offer.
Get a targeted outreach email shaped around your prospect's role and company priorities, with the opening explained before you send it.
Introduce prospects from a saved list and see who received an email.
Your first-contact emails go out to eligible leads, with send times and contacts needing review in one reply.
Review campaign prospects and their suggested outreach owners.
Your team gets a shared Sales Navigator lead list with fit notes and suggested owners based on the rules you choose.