Check requests, collect missing files, open approval tasks. Every one is ready to run, and you can adjust it in plain language.
Welcome signed clients with the scope promised in their agreement.
Your new client gets a personal welcome after signing, with clear first steps and a link to share files.
Prepare qualified campaign leads and first emails for review.
Website inquiries reach your campaign with a relevant email draft. You review the message before anyone sends it.
Add eligible leads to campaigns with first emails ready for review.
Get campaign members and tailored email drafts ready for review when you mark leads Ready, while holding opt-outs and duplicates.
Build outbound campaigns from verified prospects and tailored emails.
See verified leads and tailored messages in your paused campaign, ready for review before outreach begins.