File signed agreements, keep order receipts, bundle handoffs. Every one is ready to run, and you can adjust it in plain language.
Send approved prospect emails and log which contacts were emailed.
Your scheduled mail merge uses the latest recipient list, so you can see who was emailed and which rows need attention.
Send approved buyer outreach and record the result beside each contact.
Your mail merge goes out after you approve the sheet, with send results and rows needing attention visible beside recipients.
Send property mailings to eligible contacts and record each send.
Your mail merge goes out on the date you choose, using current spreadsheet rows. You get a send log and a list of rows to fix.
Track approved prospect emails and flag sends that need an Agent's review.
Your outreach email tracking sheet shows send results and a daily list of messages that need your attention.
Send approved deal agreements for signature and give Agents a view link.
Your signer gets a private link to sign the agreement. Your coworker gets a separate link to view the request.