Check forms for missing details, return them for correction. Every one is ready to run, and you can adjust it in plain language.
Spot new local prospects and confirmed closures in each territory.
Get a fresh territory lead list every Monday. See new prospects and confirmed closures. Review possible duplicates before outreach.
Sort permit alerts into projects worth pursuing.
Your sales team gets a ranked construction lead list from permit alerts, with project details and reasons to follow up.
Track first outreach to prospects and flag introductions needing follow-up.
Your lead status reflects first outreach, and you get a short list of leads awaiting your personal reply.
Rank new client prospects against the target customer profile.
Get a ranked sales lead list on your target profile, with a reason each company fits and accounts your team already works left out.
Prepare new business leads for outreach with tailored drafts.
Get campaign members and tailored email drafts ready for review when you mark leads Ready, while holding opt-outs and duplicates.
Check work emails for contacts at new business accounts.
Your prospect contacts get confirmed work emails when the match is clear, with uncertain addresses flagged for your review.
Prepare verified contacts for new client outreach.
Your prospect list comes back with distinct, deliverable work emails and a clear list of people who still need manual research.
Check a potential client's work email before outreach.
Get a checked work email in your research chat. See the employer domain and verification details, or why no match passed.
Find supported contacts for prospective client conversations.
Your prospect list gets usable work emails, supported phone numbers, and clear notes when a match needs your review.
Find public company emails for new client outreach.
Your prospect list shows emails published on company contact pages, with links to their sources or a clear reason no address was added.
Keep new prospect statuses current after introductory email batches.
Your CRM follow-up list shows who received a first email and whose address bounced, so the next move is clear after each batch.
Draft first emails for new business contacts from account notes.
Your reps get a tailored first email draft and a clear reason to reach out, ready to review on the prospect's contact.