Check purchase facts, compare invoices, request missing proof. Every one is ready to run, and you can adjust it in plain language.
Queue prospect drafts for approval and log each approved send.
Your automated outreach starts with buyers who fit your profile. Review tailored emails before sending, then see every message and result in your sheet.
Put role-aware subject options before reps for review.
Choose from three subject lines grounded in your draft and recipient's role, with complete emails ready for review.
Approve quotes within allowed rates or request corrections.
Keep customer quotes aligned with your current rate sheet, and give sellers clear price corrections when a quote needs work.
Receive the updated lead sheet and a summary of changes.
Get a refreshed sales lead sheet every Monday, plus a short report of new prospects and entries that need review.
Fill the team's prospecting gaps with leads ready to review.
Get a sourced list of prospects for the markets your team wants to reach, with fit notes in your spreadsheet for outreach decisions.
Build a screened account list before assigning territory prospecting.
Get a territory sales lead list with fit evidence and a suggested buyer. Your current customer list helps keep existing accounts out.
Keep the team's prospect list focused on new, qualified people.
Get new sales prospects in your sheet each weekday, with profile links and notes that explain why they fit your chosen criteria.
Prepare sourced contact lists for reps prospecting named accounts.
Get a short list of likely buyers at your target companies, with role context and public contact routes in your prospecting sheet.
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.
Spot changed quote terms before approving a customer offer.
Your reviewer sees what changed in a forwarded quote before deciding whether to approve it, without digging through the deal.
Turn campaign requests into shared lists with counts and gaps.
Your team gets a shared Sales Navigator lead list with fit notes and suggested owners based on the rules you choose.
Approve quotes only when concessions match the buyer's email.
See whether a negotiated quote matches the customer's written agreement before it goes to the buyer, with a clear explanation when terms differ.