Align calendars, import records, verify file transfers. 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.
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.