Create CSV files, export reports, email requested data. Every one is ready to run, and you can adjust it in plain language.
Combine repeat form entries into one daily lead list.
Your team gets a real estate lead list every evening, with repeat visitors combined and clear follow-up requests at the top.
Assign account conflicts to the right rep before outreach.
Get fuller company accounts before outreach, with a clear review task for your rep when the employer or facts need a decision.