Outreach drafts
Pick a prospect and generate a first-contact email. Review it, approve it, then copy it into your mail client. Sending from here stays off until an email provider is connected.
Tasks and follow-ups
Open follow-ups, including the reminders created each morning for prospects whose follow-up date has arrived.
Bid opportunities
Public solicitations found during research. Register on the agency's portal before the due date; closed ones stay listed as a record of what the agency buys.
Activity history
Integrations and automation
Service boundaries for future automation. Anything marked "not configured" is inactive, and the app never pretends otherwise.