Hold possible duplicate invoices, link repeat quotes, check purchase forms. Every one is ready to run, and you can adjust it in plain language.
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.
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.
Check prior contact before sending a tailored first email.
Keep first sales outreach moving from the assigned rep's mailbox, with the exact email and send result visible 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.
Hold bad addresses out of each week's prospect outreach.
Start your Monday follow-up with current address checks and a short list of prospects who need a replacement or review.
See campaign leads with suggested owners and next steps.
Your team gets a shared Sales Navigator lead list with fit notes and suggested owners based on the rules you choose.
Surface decision makers worth approaching at target accounts.
Get a ranked B2B lead list from a profile you email, with company fit, available work contacts, and links your team can review.
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.