Check forms for missing details, return them for correction. Every one is ready to run, and you can adjust it in plain language.
Deduplicate CRM leads and deliver a traceable CSV export.
Get a lead list from your existing sales records, with duplicates handled and a CSV that links back to the records behind every row.
Update clear outreach statuses after a lead import.
See which imported leads got a first email and which still need your personal follow-up, with uncertain matches ready for your review.
Update CRM first-contact dates and flag leads needing review.
Your CRM shows when a rep first emailed a lead and whether follow-up is owed, with uncertain matches sent to the rep for review.
Reconcile daily ad submissions with sales leads and surface exceptions.
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.
Update first-email dates while preserving prior outreach.
Your lead status reflects confirmed first-email delivery. Your sales team sees the sends that still need attention.
Fill missing CRM company details and queue disputed facts for review.
Get fuller company accounts before outreach, with a clear review task for your rep when the employer or facts need a decision.
Turn revised target criteria into a ranked list without active accounts.
Get a ranked sales lead list on your target profile, with a reason each company fits and accounts your team already works left out.
Check prospect batches and add usable contacts to the sales tracker.
Clear the data entry from your lead generation handoff. Your sales team gets new contacts for follow-up and a clear review list.
Check lead details and duplicates before adding prospects to the CRM.
Your sales team gets qualified leads with usable contact details and a clear reason to follow up, while possible duplicates go to review.
Add reachable prospects to the CRM without duplicate email contacts.
Your team gets CRM contacts with validated work emails and mobile numbers every Monday. See how many candidates were excluded.
Match ad leads to CRM records and assign the right sales owners.
Your sales rep gets a clear inquiry and a CRM link. Existing customers keep their account context, and the ad campaign stays visible.
Match prospect records and surface CRM link conflicts.
Get a research CSV of your LinkedIn prospects, with available CRM details filled in and unclear matches flagged for review.