Organize anything with Airtable, a modern database created for everyone. Airtable is a fast and flexible way to create tables to keep track of anything, from sales leads to vacation planning to inventory management.
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.
Show which approved prospect emails went out and which need attention.
Your outreach email tracking sheet shows send results and a daily list of messages that need your attention.
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.
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.
Create comparable prospect rows and flag profiles that need checking.
Get a prospect list in your spreadsheet, with profile details in consistent columns and clear flags for profiles that need review.
Add qualified new prospects to the sheet with source links.
Get a prospecting list with qualified contacts, source links, and a clear account of duplicates or gaps.
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.
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 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.
Find new accounts with timely reasons to start a conversation.
Give your reps a morning queue for outbound sales lead generation. They get fresh companies, buying signals, and roles to research.
Send approved prospects a first email while their interest is fresh.
Your personalized email outreach reaches buyers while their interest is fresh, and your sales lead sees the sends and skips.