Hold possible duplicate invoices, link repeat quotes, check purchase forms. Every one is ready to run, and you can adjust it in plain language.
Turn saved prospect searches into ranked lists for outreach.
Your saved prospect search becomes a ranked lead list in a spreadsheet after you email its link.
Keep phone leads and follow-up status in the lead sheet.
Your buyer and seller voicemails become lead sheet entries, with caller texts when possible and alerts for urgent or unclear calls.
Send approved prospect emails and flag incomplete contact rows.
Your mail merge keeps up with new recipients in your spreadsheet, with sends recorded and problem rows flagged for your outreach coordinator.
Add qualified new prospects to the team's shared sales list.
Get new sales prospects in your sheet each weekday, with profile links and notes that explain why they fit your chosen criteria.
Turn each team's target segment into a shareable prospect list.
Get a sales lead list for your chosen industry and area, with source links and published contact details for businesses that fit.