Check purchase facts, compare invoices, request missing proof. 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.
Prepare first prospect emails with three subjects for rep approval.
Choose from three subject lines grounded in your draft and recipient's role, with complete emails ready for review.
Show quote creators the approved prices they need to use.
Keep customer quotes aligned with your current rate sheet, and give sellers clear price corrections when a quote needs work.
Keep the team's outreach list current with new prospects.
Get a refreshed sales lead sheet every Monday, plus a short report of new prospects and entries that need review.
Build a sourced lead list for the team's next prospecting push.
Get a sourced list of prospects for the markets your team wants to reach, with fit notes in your spreadsheet for outreach decisions.
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.
Build a qualified prospect list without repeating existing accounts.
Get a prospecting list with qualified contacts, source links, and a clear account of duplicates or gaps.
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.
Add verified social handles and post clues to prospect lists.
Your lead list gains checked social handles and recent LinkedIn clues, so you can see which target companies deserve a closer look.
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.
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.