Hold possible duplicate invoices, link repeat quotes, check purchase forms. Every one is ready to run, and you can adjust it in plain language.
Show the first email or hold reason on each approved lead.
Keep first sales outreach moving from the assigned rep's mailbox, with the exact email and send result visible on the lead.
Turn emailed lead criteria into a prioritized, source-linked CSV.
Get a lead list from your existing sales records, with duplicates handled and a CSV that links back to the records behind every row.
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.