Check forms for missing details, return them for correction. Every one is ready to run, and you can adjust it in plain language.
Turn saved searches into unique prospects ordered for outreach.
Your saved prospect search becomes a ranked lead list in a spreadsheet after you email its link.
Prepare sourced company prospects for first contact.
Your team gets a sourced prospect list in its shared spreadsheet, with duplicates removed and uncertain company or contact details marked for review.
Keep outreach prospects current as their roles or companies change.
Get a refreshed sales lead sheet every Monday, plus a short report of new prospects and entries that need review.
Add qualified prospects to outreach and flag duplicates before contact.
Get qualified contacts into your outreach register, with duplicates and rows needing review clearly marked on the prospect sheet.
Find new people to approach in the requested market gap.
Get a sourced list of prospects for the markets your team wants to reach, with fit notes in your spreadsheet for outreach decisions.
Build weekly lists of local businesses to contact.
Get a weekly prospect list in your shared sheet, with duplicate listings removed and any shortfall against your requested count clearly shown.
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.
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.
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.
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.
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.
Prepare verified campaign leads with first-email drafts for outreach.
Website inquiries reach your campaign with a relevant email draft. You review the message before anyone sends it.