Pass on decisions, carry revision notes, open supplier setup. 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.
Send approved customer agreements for signature and update the deal owner.
Your signer gets a private link to sign the agreement. Your coworker gets a separate link to view the request.
Record the signature request on the approved renewal.
Your renewal agreement reaches the right signers before its deadline, and you get an email showing who was invited and when.
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.