Link signed agreements, close signature steps. Every one is ready to run, and you can adjust it in plain language.
Mark leads contacted after your first email and flag follow-ups.
Your CRM shows when a rep first emailed a lead and whether follow-up is owed, with uncertain matches sent to the rep for review.
Send approved customer agreements for signature and note the invite on the deal.
Your signers get the agreement to sign, and your seller sees the invitation details on the deal.
Show which first emails were delivered and need a personal follow-up.
Your CRM follow-up list shows who received a first email and whose address bounced, so the next move is clear after each batch.