Below is a summary of email opens and clicks for cadences & manual emails.
Upload a CSV or Excel file to add its columns as placeholders, then click any placeholder to insert it into the active field.
Import your recipients, review detected placeholders, and compose drafts in one place before scheduling.
Select a domain to search Apollo for additional contacts, then add the people you need directly to this cadence.
Upload your spreadsheet, review placeholders, and gather supporting copy before you build drafts.
Build initial outreach journeys or recurring marketing cadences from one place.
Pick a mode to reveal the matching scheduling options.
Give this campaign a name so you can manage its cadences together.
We'll use this as the anchor for all day offsets.
Pick the day offset (use 0 for the campaign start date) and draft for each touchpoint, then add it to the cadence timeline.
Optional: choose a saved cadence template to pre-populate advanced settings.
We’ll validate your audience, drafts, and schedule before launching.
Create loan quotes, market updates, and newsletters that can be approved for recurring cadences.
Review existing drafts, jump into editing, or remove ones you no longer need.
Saved drafts appear as collapsible cards—click a draft row to expand the full editor, send test emails, or delete versions you no longer need.
Draft details will appear here once they load.
Open the campaign manager to review cadences scheduled through this tool.
Use the campaign manager to adjust schedules, send manual steps, or remove cadences that are no longer needed.
Review inbound responses, capture contact details, and export Salesforce-ready leads.
No replies match your filters. Adjust the search or refresh to load the latest responses.
Review contacts that need extra attention when other replies, opt-outs, or campaigns overlap.
No flags detected right now. Refresh to re-check your campaigns.
Capture engaged contacts from email and call campaigns, review their details, and export them for Salesforce.
No leads captured yet. Add contacts from replies, launch summaries, or call campaigns to see them here.
Upload borrower lists, pair them with a purchased caller ID, and work through each contact with rich property context.
Monitor outbound effort alongside inbound engagement without leaving the dialer.
No activity recorded yet. Calls and texts will appear here in real time.
See the most recent calls and texts recorded in this campaign.
No activity recorded yet.
Review call and text activity across every tracked campaign.
No tracked calls or texts for this timeframe yet.
| Campaign | Outbound dials | Inbound calls | Inbound texts | Outbound texts |
|---|
| Borrower | Company | Primary number | Status | Attempts |
|---|---|---|---|---|
| Upload a borrower file to begin your call campaign. | ||||
Select a borrower to view their spreadsheet data.
Reopen previous uploads to continue working through a list.
Upload a CSV file with property owner data to get enhanced business information including company details, registration data, and officer information.
Data Ready!
Upload a CSV file to run background checks and extract detailed personal information.
Data Ready!
Configure outreach tools, connect voice providers, and manage email senders from one organized workspace. Use the quick navigation on the left to jump straight to the area you need.
Recipients in this list have opted out and will be skipped when you send cadences, campaigns, or manual emails.
Paste one email address per line. We'll skip duplicates automatically.
| Reason / source | Added | Actions |
|---|
Register the caller IDs you purchase from providers like JustCall, Aircall, or Twilio so they’re available inside the Call Campaign workspace.
Store outreach recordings once and reuse them across numbers, campaigns, and auto-drop workflows.
| Name | Recording | Notes | Actions |
|---|
Connect and manage the mailboxes that power cadences, campaigns, and deal follow-ups.
Name your deal to start tracking its participants and email history.
Select a deal to review its participants and recent email activity.