Book appointments, reschedule clients, send meeting links. 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.
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.