Chase unsigned agreements, compare invoices, flag purchase changes. Every one is ready to run, and you can adjust it in plain language.
Email each account owner new openings at their watched employers.
Your account owners see relevant openings at watched employers, with links and fit notes, while uncertain matches carry a review flag.
Send client renewal notices and report accounts that need review.
Your renewal emails use customer details, and a row-by-row report shows you which messages went out and which need attention.