Link signed agreements, close signature steps. Every one is ready to run, and you can adjust it in plain language.
Send approved customer updates and report skipped addresses.
Your reviewed mail merge goes out as personal emails, with a clear card report for sends and rows that need fixing.
Send approved handoff messages with files and record each send result.
See every send result beside the recipient's name after you mark a handoff note Ready in your shared folder.
Send each approved customer text on time and report its result.
Your personalized customer texts reach the sending service when due, and a reply tells you what happened or needs attention.