Check forms for missing details, return them for correction. Every one is ready to run, and you can adjust it in plain language.
Email new referred leads and leave their first contact ready to review.
New referral leads get an introduction tied to their stated need, and you can see the exact email and next step on the lead.
Deliver a territory lead list with links to source records.
Get a lead list from your existing sales records, with duplicates handled and a CSV that links back to the records behind every row.
Identify leads due for personal follow-up after delivery.
Your lead status reflects confirmed first-email delivery. Your sales team sees the sends that still need 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.