Pass on decisions, carry revision notes, open supplier setup. Every one is ready to run, and you can adjust it in plain language.
Start conversations with referred prospects and record what was sent.
New referral leads get an introduction tied to their stated need, and you can see the exact email and next step on the lead.
Build a prospect list around the requested territory and fit.
Get a lead list from your existing sales records, with duplicates handled and a CSV that links back to the records behind every row.
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.
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.