Hold possible duplicate invoices, link repeat quotes, check purchase forms. Every one is ready to run, and you can adjust it in plain language.
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.
Add qualified prospects to outreach and flag duplicates before contact.
Get qualified contacts into your outreach register, with duplicates and rows needing review clearly marked on the prospect sheet.
Add qualified prospects to the outreach register before first contact.
Your outreach register gains qualified prospects from new spreadsheet leads, while the source row tells your team who was added or skipped and why.
Draft prospecting emails from approved pitches and saved contact facts.
Your campaign queue gains tailored first email drafts for contacts who fit your buyer profile, with weak openings flagged for review.
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 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.
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.
Prepare prospect emails from each lead's stated need.
Get campaign members and tailored email drafts ready for review when you mark leads Ready, while holding opt-outs and duplicates.
Find cited company emails before starting prospect outreach.
Your prospect list shows emails published on company contact pages, with links to their sources or a clear reason no address was added.
Build a checked company list for outreach to new accounts.
Get a B2B prospect list that fits your target market, with business websites, public contact details, and source links ready to review.
Identify employer prospects and public contacts before outreach.
Your employer review requests get a sourced profile, recent hiring evidence, and a contact lead when public pages support one.