Hold possible duplicate invoices, link repeat quotes, check purchase forms. Every one is ready to run, and you can adjust it in plain language.
Find matching buyers and queue personalized first emails for review.
Your automated outreach starts with buyers who fit your profile. Review tailored emails before sending, then see every message and result in your sheet.
Turn saved searches into unique prospects ordered for outreach.
Your saved prospect search becomes a ranked lead list in a spreadsheet after you email its link.
Surface new openings with a possible contact for outreach review.
Your outreach list gains qualified openings from teammates' forwarded posts. Your teammate gets a row link or a clear reason to skip.
Prepare sourced company prospects for first contact.
Your team gets a sourced prospect list in its shared spreadsheet, with duplicates removed and uncertain company or contact details marked for review.
Send personalized prospect emails from an approved draft.
Your approved draft becomes personal emails, while your shared sheet shows who was sent a message and who needs attention.
Send approved prospect batches without emailing opted-out contacts.
Your scheduled mail merge uses the latest recipient list, so you can see who was emailed and which rows need attention.
Send approved prospect emails and flag contacts that need fixes.
Your mail merge goes out after you approve the sheet, with send results and rows needing attention visible beside recipients.
Send approved prospect emails and avoid duplicate outreach.
Your mail merge keeps up with new recipients in your spreadsheet, with sends recorded and problem rows flagged for your outreach coordinator.
Send approved prospect emails and log each contact's first reply.
Your prepared outreach emails go out on your chosen day, and replies appear beside contacts in your sheet so you can see who needs follow-up.
Send approved prospect emails and identify skipped contacts.
Your mail merge goes out when due using current recipient rows and the suppression list, with a clear account of sends and skips.
Draft three subjects for each first prospect email.
Choose from three subject lines grounded in your draft and recipient's role, with complete emails ready for review.
Keep outreach prospects current as their roles or companies change.
Get a refreshed sales lead sheet every Monday, plus a short report of new prospects and entries that need review.