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 emailed buyer profiles into ranked prospect lists.
Get a ranked B2B lead list from a profile you email, with company fit, available work contacts, and links your team can review.
Review ranked leads and reasons before the team starts outreach.
Get a ranked sales lead list from an emailed target account profile, with available work contact details and source links.
Review current territory leads and locations that need a closer look.
Get a fresh territory lead list every Monday. See new prospects and confirmed closures. Review possible duplicates before outreach.
Send a ranked project list for the team's outreach planning.
Your sales team gets a ranked construction lead list from permit alerts, with project details and reasons to follow up.
Release approved prospect emails and review a dated send ledger.
Your first-contact emails go out across your team's send windows, with opt-outs checked and a dated ledger of the results.
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.
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.