Hold possible duplicate invoices, link repeat quotes, check purchase forms. Every one is ready to run, and you can adjust it in plain language.
Mark successful outreach sends and log replies in the contact sheet.
Your prepared outreach emails go out on your chosen day, and replies appear beside contacts in your sheet so you can see who needs follow-up.
Clean emailed lead sheets and upload only qualified new prospects.
Your sales team gets a shared lead list with qualified new contacts. Your campaign team gets row numbers and reasons for every row left out.
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.
Refresh prospect email checks and follow-up statuses each Monday.
Start your Monday follow-up with current address checks and a short list of prospects who need a replacement or review.
Deduplicate campaign leads and note ownership questions.
Your team gets a shared Sales Navigator lead list with fit notes and suggested owners based on the rules you choose.
Deduplicate prospect lists and flag uncertain contact details.
Get a ranked B2B lead list from a profile you email, with company fit, available work contacts, and links your team can review.
Keep incoming lead records clean and mark them for follow-up.
Your lead tracker gets clean contact details and a follow-up status, while your sales team gets the details by email.
Check opt-outs and prior sends before approved first emails go out.
Your first-contact emails go out across your team's send windows, with opt-outs checked and a dated ledger of the results.