Load new records, update changed rows, export CSVs. Every one is ready to run, and you can adjust it in plain language.
Pass ad form responses into the CRM with campaign details intact.
Your sales rep gets a clear inquiry and a CRM link. Existing customers keep their account context, and the ad campaign stays visible.
Move screened website leads into the outreach register.
Your outreach register shows which website inquiries are ready to contact and which need a closer look.
Keep ad leads linked to existing contacts when matches are clear.
Your customer lead list shows requested service, timing, and clear contact matches, with missing answers flagged before outreach.
Flag incomplete ad responses before they reach the outreach list.
Your outreach register gets qualified lead ad contacts with checked details. Each contact carries the campaign or form that brought them in.