Check requests, collect missing files, open approval tasks. Every one is ready to run, and you can adjust it in plain language.
Keep the outreach register current as new spreadsheet leads arrive.
Your outreach register gains qualified prospects from new spreadsheet leads, while the source row tells your team who was added or skipped and why.
Turn prospect emails into proposals ready to send.
Your prospects receive branded business proposals based on their emails and the pricing rules you set.
Send approved deal PDFs to signers and record the request on the deal.
Your signers get the agreement to sign, and your seller sees the invitation details on the deal.
Log ad inquiries with account matches and clear owners for follow-up.
Your sales rep gets a clear inquiry and a CRM link. Existing customers keep their account context, and the ad campaign stays visible.
Keep qualified website inquiries ready for sales follow-up.
Your outreach register shows which website inquiries are ready to contact and which need a closer look.
File ad inquiries with service and timing before sales outreach.
Your customer lead list shows requested service, timing, and clear contact matches, with missing answers flagged before outreach.