Chase unsigned agreements, compare invoices, flag purchase changes. Every one is ready to run, and you can adjust it in plain language.
Send approved customer updates and mark uncertain sends for review.
Your approved draft becomes personal emails, while your shared sheet shows who was sent a message and who needs attention.
Send customer mailings and record each confirmed send.
Your mail merge goes out on the date you choose, using current spreadsheet rows. You get a send log and a list of rows to fix.
List failed customer texts with numbers and recorded reasons.
Get a morning list of texts that failed or expired, with the phone numbers and reported reasons your team needs for follow-up.
Send revised customer updates only to contacts not emailed earlier.
Your mail merge reaches the people still waiting after you approve a revision, with earlier recipients skipped and a report on anything that needs fixing.
Send approved customer updates and mark sending errors by contact.
Your mail merge goes out from the mailbox you choose, and your recipient spreadsheet comes back with results beside every row.
Reschedule customer texts and record delivery results.
Your team sees a new send time or a clear hold reason after a text changes, then the carrier's delivery result when it arrives.