Data Import AI-Agents for Business Development Managers in Software

Load new records, update changed rows, export CSVs. Every one is ready to run, and you can adjust it in plain language.

Refresh Sales Lead Sheet

Keep potential client contacts current for outreach.

Get a refreshed sales lead sheet every Monday, plus a short report of new prospects and entries that need review.

Works with9 tools
Add Qualified Contacts

Add qualified company contacts to outreach and flag uncertain matches.

Get qualified contacts into your outreach register, with duplicates and rows needing review clearly marked on the prospect sheet.

Works with11 tools
Build Social Lead Lists

Surface recent company posts to guide prospect outreach.

Your lead list gains checked social handles and recent LinkedIn clues, so you can see which target companies deserve a closer look.

Works with7 tools
Add Qualified Prospects

Add qualified company contacts to the new business outreach list.

Your outreach register gains qualified prospects from new spreadsheet leads, while the source row tells your team who was added or skipped and why.

Works with8 tools
Compile CRM Lead List

Build a prospect list around the requested territory and fit.

Get a lead list from your existing sales records, with duplicates handled and a CSV that links back to the records behind every row.

Works with25 tools
Build Campaign Lead Lists

Share a screened prospect list with the outreach team.

Your team gets a shared Sales Navigator lead list with fit notes and suggested owners based on the rules you choose.

Works with7 tools
Build B2B Lead List

Rank new client prospects against the team's target profile.

Get a ranked B2B lead list from a profile you email, with company fit, available work contacts, and links your team can review.

Works with7 tools
Build Sales Lead Lists

Prioritize decision makers at companies worth approaching.

Get a ranked sales lead list from an emailed target account profile, with available work contact details and source links.

Works with7 tools
Compile Profile Lead Lists

Find current contacts at target companies for new business.

Get a sales lead list with public profile links and role-fit notes when you email the companies and titles you want researched.

Works with7 tools
Export Lead Lists

Review current prospect lists with incomplete leads flagged.

Get a current Excel copy of your saved Sales Navigator lead list, with consistent columns and missing details flagged for your team.

Works with4 tools
Add Trade Show Prospects

Screen trade show contacts for company fit before outreach.

Your outreach list gets qualified trade show prospects with checked card details and the show recorded as their source.

Works with
Build Email Lead List

Find company decision-makers for new business outreach.

Get an email lead list of verified work contacts, with source links and a CSV you can review before outreach.

Works with
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