One workflow for every lead, from list to CRM.
Find prospects, check them against the CRM, validate workbooks, enrich the gaps, push the clean rows into Zoho, and merge the duplicates that slip through — all in one place.
- 01FindFind Clinics
- 02CheckMasked & live duplicate checks
- 03ValidateWorkbook schema & row checks
- 04EnrichORx-AI Enhance & Summary
- 05SubmitZoho upload pipeline
- 06MaintainMerge & address cleanup
Vendor checks return a masked go/no-go signal. Employee tools require Microsoft sign-in.