Create, edit, and share spreadsheets wherever you are with Google Sheets, and get automated insights from your data.
Send approved prospect emails and record each send result.
Your mail merge goes out when due using current recipient rows and the suppression list, with a clear account of sends and skips.
Verify prospect identities before reps use contact details.
Get a supported match decision for a people-search profile before anyone adds contact details to your lead sheet.
Build sourced prospect lists for local sales outreach.
Your local prospect list comes with public business emails and links to the pages where they appear, ready to review in your outreach spreadsheet.
Show which approved prospect emails have confirmed send results.
Your outreach email tracking sheet shows send results and a daily list of messages that need your attention.
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.
Add qualified prospects to outreach and flag contacts needing rep review.
Get qualified contacts into your outreach register, with duplicates and rows needing review clearly marked on the prospect sheet.
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 prospect lists for new territories, excluding current customers.
Get a territory sales lead list with fit evidence and a suggested buyer. Your current customer list helps keep existing accounts out.
Add available job and company details to prospect research sheets.
Your research sheet shows available career details for new LinkedIn links, with clear flags when a profile needs a manual check.