Hold possible duplicate invoices, link repeat quotes, check purchase forms. Every one is ready to run, and you can adjust it in plain language.
Spot new local prospects and confirmed closures in each territory.
Get a fresh territory lead list every Monday. See new prospects and confirmed closures. Review possible duplicates before outreach.
Sort permit alerts into projects worth pursuing.
Your sales team gets a ranked construction lead list from permit alerts, with project details and reasons to follow up.
Send approved first contacts to prospective clients across team windows.
Your first-contact emails go out across your team's send windows, with opt-outs checked and a dated ledger of the results.
Introduce the firm to approved accounts with a sourced first email.
Your lead approves a target account, and you get a relevant first email or a clear reason to review it.
Open conversations with approved prospects using account notes.
Your outreach email template becomes tailored first emails, with prior contacts skipped and a report showing exactly what went out.
Route relevant employer openings to their account owners.
Your account owners see relevant openings at watched employers, with links and fit notes, while uncertain matches carry a review flag.
Rank new client prospects against the target customer profile.
Get a ranked sales lead list on your target profile, with a reason each company fits and accounts your team already works left out.
Prepare new business leads for outreach with tailored drafts.
Get campaign members and tailored email drafts ready for review when you mark leads Ready, while holding opt-outs and duplicates.
Prepare verified contacts for new client outreach.
Your prospect list comes back with distinct, deliverable work emails and a clear list of people who still need manual research.
Find supported contacts for prospective client conversations.
Your prospect list gets usable work emails, supported phone numbers, and clear notes when a match needs your review.
Launch approved introductions to new business prospects.
See first outreach emails queued for your send window, with a clear reason for every prospect left out.
Find public company emails for new client outreach.
Your prospect list shows emails published on company contact pages, with links to their sources or a clear reason no address was added.