Chase unsigned agreements, compare invoices, flag purchase changes. 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.
List failed outreach texts with numbers to revisit.
Get a morning list of texts that failed or expired, with the phone numbers and reported reasons your team needs for follow-up.
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.
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.
Resume outreach to unsent contacts and flag uncertain addresses.
Your mail merge reaches the people still waiting after you approve a revision, with earlier recipients skipped and a report on anything that needs fixing.
Send approved outreach and return a result for every contact.
Your mail merge goes out from the mailbox you choose, and your recipient spreadsheet comes back with results beside every row.
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.
Retry texts to corrected contacts and track delivery.
Your team sees a new send time or a clear hold reason after a text changes, then the carrier's delivery result when it arrives.