Log replies, send outreach emails, book lead meetings. 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.
Book new-lead meetings and save the details on each lead.
Your inbound leads get a meeting invitation at the first open time on their rep's calendar, or a follow-up email when no time is open.
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.
Update lead delivery dates and flag follow-up needs.
Your lead status reflects confirmed first-email delivery. Your sales team sees the sends that still need attention.
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.
Match delivery results to the exact approved sales email.
See reported delivery results beside the exact outreach email your team approved. Your register flags failed and unmatched sends for review.