Link signed agreements, close signature steps. Every one is ready to run, and you can adjust it in plain language.
Flag conflicting lead statuses for a rep to review.
See which imported leads got a first email and which still need your personal follow-up, with uncertain matches ready for your review.
Keep first-contact status reliable across the sales team.
Your CRM shows when a rep first emailed a lead and whether follow-up is owed, with uncertain matches sent to the rep for review.
Spot delivery gaps and failed lead updates for review.
Your lead status reflects confirmed first-email delivery. Your sales team sees the sends that still need attention.
Apply lead assignment rules and flag handoffs that need review.
Your sales team gets ad leads with clear owners and follow-up tasks, while leads with missing details go to your chosen review owner.