Hold possible duplicate invoices, link repeat quotes, check purchase forms. Every one is ready to run, and you can adjust it in plain language.
Send approved lead campaigns to eligible contacts in saved groups.
Your mail merge uses a saved contact group, sends personalized emails from your mailbox, and reports every send, skip, or failure.
Turn scored campaign leads into sales prospects with their source.
Your sales team gets qualified leads with usable contact details and a clear reason to follow up, while possible duplicates go to review.