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.
Send reviewers each quote difference alongside the approved deal value.
Your reviewer sees what changed in a forwarded quote before deciding whether to approve it, without digging through the deal.
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.
Comment on quote PDFs with differences from approved deal terms.
See how a quote differs from the deal your team approved, right in the file comments your reviewer can read.
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.
Clear quote signoffs when buyer orders match current quotes.
Know whether a buyer order matches your sales quote before the quote goes out for signature.
Apply prospecting rules and flag accounts with missing contacts.
Your reps start each shift with a short call list. Every prospect has a phone number and a reason to reach out.