Check requests, collect missing files, open approval tasks. Every one is ready to run, and you can adjust it in plain language.
Add new ad leads to the team's list and flag contacts needing review.
Your sales lead list catches up with yesterday's ad inquiries, while your team gets a short chat list of matches and missing details to review.
Get new contacts ready for follow-up with duplicate entries skipped.
Clear the data entry from your lead generation handoff. Your sales team gets new contacts for follow-up and a clear review list.
Put qualified marketing prospects in the CRM for outreach.
Your sales team gets qualified leads with usable contact details and a clear reason to follow up, while possible duplicates go to review.
Build a weekly list of qualified buyers ready for outreach.
Your team gets CRM contacts with validated work emails and mobile numbers every Monday. See how many candidates were excluded.
Add qualified ad contacts with checked details for follow-up.
Your outreach register gets qualified lead ad contacts with checked details. Each contact carries the campaign or form that brought them in.
Draft buyer proposals for sellers to review before sending.
Your client proposal starts as a draft in your chosen template, with the buyer's needs and approved prices ready for your review.
Draft first answers to buyer inquiries for review.
Get a suggested first reply in your private review chat, alongside the customer's question and any detail that needs your judgment.
Draft replies to buyer questions using approved details.
Get a reply draft in your private chat when a customer texts your work number, with a link to the conversation for context.