Each workspace is fully separate — switch to work in a different partner's data.

Your call caller-ID and where call reminders get emailed

Add something to today's list

Turn Apollo surges into the right contact in Neyla — without blowing through credits.

One topic video, personalized per company — their website scrolls behind your video bubble with a booking CTA.

Pull local businesses from Google Maps by type + area, then import the ones you want — duplicates already in your book are skipped.

Copy a block from Sales Navigator or LinkedIn — a list of results or a single profile — and paste it below. Everyone found is grouped under the account they work for.

Starts on the standard cadence — persists when you save the cadence.

Signs you out everywhere else.

Payroll · HRIS · benefits solicitations × DMV nonprofits, from the search index daily.

Where the header buttons go. Saved on this device.

Appended to the end of every drafted email.

New prospect

Takes this account off Due Today, Simple Mode, and Weekly Snapshot.

Move this account through your pipeline.

Draft

Metered tool consumption

Today's completed touches — copy it or send it to yourself.

One constant email, sent as-is before a Drop — not composed per account.

Save as many reusable templates as you want — pick one to apply on any Email step.

Merge fields: {{first name}} {{job title}} {{company}} {{industry}} {{carrier}} {{broker}} {{renewal date}} {{my name}} — swapped in automatically for whichever contact/account you're emailing.

Meeting times: {{slot 1}} {{slot 2}} — the next available weekdays, computed when the email is drafted, so a saved template never goes stale. Slot 1 is 4 business days out, slot 2 is 5; weekends are skipped. Use {{day 1}} / {{day 2}} for just the day name without the date, or {{slots}} for both on their own lines.

Pick a video to drop its link into the email.

Your roster of CoIs and specialists — warm paths in, and the accounts each one touches.

Every contact across your accounts.

Everything you completed — every ticked step, with its notes.

Your last calls and emails, with the notes on them.

Every MintDrop QR scan + card view.

Read-only, one account, revocable.

Companies to drop this Thursday — plan ahead + prep the personalized drops.

Who overlaps on which accounts — and the split on each shared one.

Every account in this workspace.

Website coverage across this workspace.

Accounts, cadence pipeline, and activity across your BDR workspaces.

The referral network a Partner Brief can go out to — plus which CPA/broker COIs are aligned with which direct partner.

Every email sent through the Email Builder in this workspace.

Emails you at the time you pick — no need to have the app open.

A short brief you compose, featuring accounts from this workspace, sent to a partner and their aligned COI in one click.

Sections can be anything — market research, a legislation update, whatever you'd normally write yourself.

Opens Outlook with the brief pre-filled — nothing sends automatically.

Your account worksheet — edit any account inline, bulk-upload Benefit Flow sheets, import, and mass-apply cadences or emails.

Sorted by distance from you right now.

Everything due through the next 6 days — a lookahead, not a work queue.

Every pending touch and partner event, plotted on its due date.

Drafted from this account's details — edit anything before sending.