Hold possible duplicate invoices, link repeat quotes, check purchase forms. Every one is ready to run, and you can adjust it in plain language.
Get clean contact details for each new lead ready for outreach.
Your lead tracker gets clean contact details and a follow-up status, while your sales team gets the details by email.
Send approved first emails to prospects in assigned send windows.
Your first-contact emails go out across your team's send windows, with opt-outs checked and a dated ledger of the results.
Send one researched first email to the buyer at an approved account.
Your lead approves a target account, and you get a relevant first email or a clear reason to review it.
Send personalized first emails without repeating prior contact.
Your outreach email template becomes tailored first emails, with prior contacts skipped and a report showing exactly what went out.
Surface timely job openings at target accounts for outreach.
Your account owners see relevant openings at watched employers, with links and fit notes, while uncertain matches carry a review flag.
Send approved prospect emails and track send results by lead.
Your mail merge goes out from the mailbox you choose, and your recipient spreadsheet comes back with results beside every row.
Send approved prospect emails and flag missing contact details.
Your campaign tracker shows which mail merge emails went out and which recipients need your attention.
Send prospect emails with each contact's details and see send errors.
Your mail merge goes out from your mailbox, and you get a clear report of confirmed emails and contacts that need attention.