Hold possible duplicate invoices, link repeat quotes, check purchase forms. Every one is ready to run, and you can adjust it in plain language.
Start new client conversations from approved introductions.
Warm introductions get a personal first email in their original conversation, and you see the exact message or why it was held.
Rank new client prospects against the team's target profile.
Get a ranked B2B lead list from a profile you email, with company fit, available work contacts, and links your team can review.
Prioritize decision makers at companies worth approaching.
Get a ranked sales lead list from an emailed target account profile, with available work contact details and source links.
Find current contacts at target companies for new business.
Get a sales lead list with public profile links and role-fit notes when you email the companies and titles you want researched.
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.