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 an approved introduction and log its evidence for review.
Your lead approves a target account, and you get a relevant first email or a clear reason to review it.
Send approved prospect emails and report exactly what went out.
Your outreach email template becomes tailored first emails, with prior contacts skipped and a report showing exactly what went out.
Show the team which ad inquiries still need a lead match.
Your sales lead list catches up with yesterday's ad inquiries, while your team gets a short chat list of matches and missing details to review.
Put eligible leads and unsent first-email drafts in campaigns for review.
Website inquiries reach your campaign with a relevant email draft. You review the message before anyone sends it.
Build a ranked prospect list for the team's revised target profile.
Get a ranked sales lead list on your target profile, with a reason each company fits and accounts your team already works left out.
Add qualified prospects to the CRM for reps to follow up.
Your sales team gets qualified leads with usable contact details and a clear reason to follow up, while possible duplicates go to review.
Place eligible leads and tailored drafts in campaigns for review.
Get campaign members and tailored email drafts ready for review when you mark leads Ready, while holding opt-outs and duplicates.
Keep the team's prospecting list fresh with qualified contacts.
Your team gets CRM contacts with validated work emails and mobile numbers every Monday. See how many candidates were excluded.
Turn targeting requests into researched lead lists for campaign review.
See verified leads and tailored messages in your paused campaign, ready for review before outreach begins.
Schedule the team's approved first emails and report exclusions.
See first outreach emails queued for your send window, with a clear reason for every prospect left out.
Give reps first email drafts with the account reason behind each one.
Your reps get a tailored first email draft and a clear reason to reach out, ready to review on the prospect's contact.
Review new territory prospects and possible account matches.
Your next market gets a sourced sales prospect list, with public contact details and possible account matches ready for review.