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.
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.
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.
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.
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.
Remove duplicate contacts from prospect lists.
Your prospect list comes back with distinct, deliverable work emails and a clear list of people who still need manual research.