Book appointments, reschedule clients, send meeting links. Every one is ready to run, and you can adjust it in plain language.
Send approved donor outreach and flag missing contact details.
Your mail merge keeps up with new recipients in your spreadsheet, with sends recorded and problem rows flagged for your outreach coordinator.
Send personalized donor appeals and flag contacts needing correction.
You get personalized emails sent from your workbook tab, with sent rows marked and problem rows called out for you.