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 outreach batches and show exactly which rows need review.
Your scheduled mail merge uses the latest recipient list, so you can see who was emailed and which rows need attention.
Send approved outreach once per recipient and flag rows needing fixes.
Your mail merge keeps up with new recipients in your spreadsheet, with sends recorded and problem rows flagged for your outreach coordinator.
Add eligible contacts to outreach and flag anyone needing review.
Get qualified contacts into your outreach register, with duplicates and rows needing review clearly marked on the prospect sheet.
Keep duplicate and rejected prospects out of the outreach register.
Your outreach register gains qualified prospects from new spreadsheet leads, while the source row tells your team who was added or skipped and why.
Email approved contacts from Excel and identify rows needing follow-up.
Your mail merge from Excel uses your work mailbox, and a results workbook shows which recipient rows need attention.
Send approved outreach emails to checked contact lists.
Your reviewed mail merge goes out as personal emails, with a clear card report for sends and rows that need fixing.
Send approved outreach to a saved group without duplicate addresses.
Your usable contacts get personalized emails, and you get a clear report of every send, skip, and failure.
Send approved outreach to the chosen contact group once per address.
Your group mailing goes out from the team mailbox, with duplicate addresses skipped and a reply showing sends and exceptions.
Send approved outreach to eligible contacts and report skips.
Your mail merge goes out from the team mailbox, with a clear account of sends, skipped contacts, and messages needing review.
Send personalized outreach 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.
Place first email drafts beside contacts in the campaign queue.
Your campaign queue gains tailored first email drafts for contacts who fit your buyer profile, with weak openings flagged for review.
Convert contact card exports into a CSV for outreach review.
Get a contact CSV in your chosen review folder when a VCF export arrives by email, plus a reply highlighting missing details.