Check forms for missing details, return them for correction. Every one is ready to run, and you can adjust it in plain language.
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.
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.
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.
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.
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.