Agents help Sales Development Representatives find prospects worth contacting.
Build territory prospect lists and flag leads for review.
Get a territory prospect list with public contact details and review flags, ready for your sales rep to check before outreach.
Show hiring companies and job links for outreach review.
Get a weekly spreadsheet of companies hiring for the roles and locations you track, with fresh LinkedIn job links ready for outreach review.
Add qualified prospects to the outreach register before first contact.
Your outreach register gains qualified prospects from new spreadsheet leads, while the source row tells your team who was added or skipped and why.
Check prior contact before sending a tailored first email.
Keep first sales outreach moving from the assigned rep's mailbox, with the exact email and send result visible on the lead.
Book inbound leads with their assigned reps for a first meeting.
Your inbound leads get a meeting invitation at the first open time on their rep's calendar, or a follow-up email when no time is open.
Reply to inbound leads and ask the next question needed to qualify them.
Your website leads get a helpful first reply, and your sales team sees the questions and contact details it still needs.
Deliver a territory lead list with links to source records.
Get a lead list from your existing sales records, with duplicates handled and a CSV that links back to the records behind every row.
Answer outreach replies and hand over prospects ready to meet.
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.
See which form leads need a first email or personal follow-up.
Your Zoho CRM leads show whether someone sent a first reply, and owners get a clear task when outreach is still due.
Identify imported prospects who still need a first email.
See which imported leads got a first email and which still need your personal follow-up, with uncertain matches ready for your review.
Hold bad addresses out of each week's prospect outreach.
Start your Monday follow-up with current address checks and a short list of prospects who need a replacement or review.
See campaign leads with suggested owners and next steps.
Your team gets a shared Sales Navigator lead list with fit notes and suggested owners based on the rules you choose.