Check purchase facts, compare invoices, request missing proof. 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.
Attach the exact scope version that passed review to the draft quote.
Your draft quote carries the scope version your team signed off, so approvers can review the right file.
Record exact deal-to-quote changes for the assigned approver.
See where a revised quote differs from the deal before your reviewer decides. Find the details on the quote and in team chat.
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.