Check purchase facts, compare invoices, request missing proof. Every one is ready to run, and you can adjust it in plain language.
Find new buyers and send first emails after the team approves them.
Your automated outreach starts with buyers who fit your profile. Review tailored emails before sending, then see every message and result in your sheet.
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.
Put qualified new prospects on the team's shared outreach list.
Your sales team gets a shared lead list with qualified new contacts. Your campaign team gets row numbers and reasons for every row left out.
Prepare replies to prospect introductions for the owner's review.
Your introduction replies are ready to review in the original thread, and a private chat message points you to the draft.
Draft first outreach emails grounded in prospect and company details.
Get a targeted outreach email shaped around your prospect's role and company priorities, with the opening explained before you send it.
Pass signed deal terms and promises to the account team for review.
Your account team gets a contract summary and a link to the signed agreement in chat, with unclear terms flagged for review.
Turn a manager's email into a lead list ready for outreach.
Get a lead list from your existing sales records, with duplicates handled and a CSV that links back to the records behind every row.
Flag changes to approved prices or terms in customer quotes.
Your reviewer sees what changed in a forwarded quote before deciding whether to approve it, without digging through the deal.
Prioritize new buyer and seller leads for team follow-up.
Your team gets a real estate lead list every evening, with repeat visitors combined and clear follow-up requests at the top.
Find local prospects, send first emails, and report each result.
Get a local lead list showing which first emails went out, who was skipped, and when messages were sent, right in your request thread.
Share one campaign lead list with fit notes for outreach.
Your team gets a shared Sales Navigator lead list with fit notes and suggested owners based on the rules you choose.
Check quote concessions against the buyer's latest accepted terms.
See whether a negotiated quote matches the customer's written agreement before it goes to the buyer, with a clear explanation when terms differ.