Check requests, collect missing files, open approval tasks. Every one is ready to run, and you can adjust it in plain language.
Pass qualified security prospects to sales without duplicating contacts.
Your sales team gets qualified leads with usable contact details and a clear reason to follow up, while possible duplicates go to review.
Draft assessment proposals from client risks and approved fees.
Your client proposal starts as a draft in your chosen template, with the buyer's needs and approved prices ready for your review.