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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.
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.
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.
Surface new businesses to review for client outreach.
Get a shortlist of sales leads for your target segment, with source links, signs of current activity, and published contact routes.
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.
Draft proposals for new client opportunities from buyer RFPs.
Get a tailored RFP proposal draft in your sales inbox, with unanswered requirements clearly marked for review.
Send approved first contacts to prospective clients across team windows.
Your first-contact emails go out across your team's send windows, with opt-outs checked and a dated ledger of the results.
Send prospects the next steps agreed on an introductory call.
Your sales call follow-up email reflects your notes and recent replies, with the send result right on the call.
Introduce the firm to approved accounts with a sourced first email.
Your lead approves a target account, and you get a relevant first email or a clear reason to review it.
Open conversations with approved prospects using account notes.
Your outreach email template becomes tailored first emails, with prior contacts skipped and a report showing exactly what went out.