Agents help Business Development Managers turn new opportunities into client work.
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.
Surface new client inquiries that still need personal outreach.
Your Zoho CRM leads show whether someone sent a first reply, and owners get a clear task when outreach is still due.
Record first prospect emails and surface follow-ups you still owe.
Your CRM shows when a rep first emailed a lead and whether follow-up is owed, with uncertain matches sent to the rep for review.
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.
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.
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.
Count new business deals for a chosen owner and closing window.
Get a sales pipeline report for the slice you request. Open the matching deals to check the count or value.
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.
Keep sourced prospects ready for new client outreach.
Your outreach list gets contacts with verified work emails and profile links. Your rep gets a clear task when details need review.