Hold possible duplicate invoices, link repeat quotes, check purchase forms. Every one is ready to run, and you can adjust it in plain language.
Record mailbox outcomes and hold reasons on approved leads.
Keep first sales outreach moving from the assigned rep's mailbox, with the exact email and send result visible on the lead.
Resolve repeat leads before sending the manager a 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.
Verify lead emails and add qualified people to the right campaign.
Website inquiries reach your campaign with a relevant email draft. You review the message before anyone sends it.
Enter clean prospects into the sales tracker and flag exceptions.
Clear the data entry from your lead generation handoff. Your sales team gets new contacts for follow-up and a clear review list.
Catch missing details and duplicates before creating CRM leads.
Your sales team gets qualified leads with usable contact details and a clear reason to follow up, while possible duplicates go to review.
Check lead eligibility and prevent duplicate campaign members.
Get campaign members and tailored email drafts ready for review when you mark leads Ready, while holding opt-outs and duplicates.
Check contact details and duplicates before updating the outreach list.
Your outreach list gets qualified new contacts, with duplicates and failed checks flagged in the prospect table.
Create CRM contacts with valid emails and mobile numbers.
Your team gets CRM contacts with validated work emails and mobile numbers every Monday. See how many candidates were excluded.
Check ad leads against CRM accounts before assigning sales owners.
Your sales rep gets a clear inquiry and a CRM link. Existing customers keep their account context, and the ad campaign stays visible.