Chase unsigned agreements, compare invoices, flag purchase changes. Every one is ready to run, and you can adjust it in plain language.
Send approved outreach from current lists and report exceptions.
Your scheduled mail merge uses the latest recipient list, so you can see who was emailed and which rows need attention.
Track approved messages and list recipients whose sends need review.
Your outreach email tracking sheet shows send results and a daily list of messages that need your attention.
Show which outreach texts arrived and which contacts need follow-up.
See who received your campaign texts in your campaign sheet. Find failed texts and people who need follow-up.
List failed contact texts with numbers for outreach staff.
Get a morning list of texts that failed or expired, with the phone numbers and reported reasons your team needs for follow-up.