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.
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 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.
Send approved outreach emails and report skipped contacts.
Your campaign emails go out through Gmail after the owner approves the draft. You get a report of every send, skip, and failure.
Send approved outreach emails and identify contacts needing review.
Your campaign tracker shows which mail merge emails went out and which recipients need your attention.
Add eligible prospects to campaigns without repeating contacts.
Get campaign members and tailored email drafts ready for review when you mark leads Ready, while holding opt-outs and duplicates.
Prepare a checked contact list for sales outreach.
Your outreach list gets qualified new contacts, with duplicates and failed checks flagged in the prospect table.