Log replies, send outreach emails, book lead meetings. 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.
Reply to new business prospects and assign the next follow-up.
Get a relevant reply when the next step is open, plus a task that tells your rep what the prospect said and what comes next.
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.
Turn discovery recaps into proposals for new client work.
Your business proposal starts with your call recap and lands in your proposal workspace as a draft with the pricing you approved.
Identify company announcements that open new sales conversations.
Give your reps a morning queue for outbound sales lead generation. They get fresh companies, buying signals, and roles to research.
Start outreach to approved prospects with a timely, tailored first email.
Your personalized email outreach reaches buyers while their interest is fresh, and your sales lead sees the sends and skips.
Draft proposals for new client work from deal requirements.
Your client proposal starts as a draft in your chosen template, with the buyer's needs and approved prices ready for 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.
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.
Build a local target list by industry and territory.
Get a local business lead list with addresses and source links, screened for industry fit and repeat listings before your outreach.
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.