Hold possible duplicate invoices, link repeat quotes, check purchase forms. Every one is ready to run, and you can adjust it in plain language.
Apply import rules to incoming entries and catch duplicate keys.
Turn emailed entry requests into database rows, with a reply that confirms the ID or tells the sender what to fix.
Export approved record views without hidden field values.
Your partner handoff uses the columns and rows you prepared in your saved view. The CSV arrives by email with a row count and field notes.
Standardize vCard exports as CSVs and flag incomplete contacts.
Get a contact CSV in your chosen review folder when a VCF export arrives by email, plus a reply highlighting missing details.
Match broker listings to catalog records and flag duplicates.
Keep your commercial property catalog current as broker feeds arrive, with changed prices, new buildings, and uncertain matches ready for your review.