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.
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.
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.
Find matching businesses with published contact details for outreach.
Get a sales lead list for your chosen industry and area, with source links and published contact details for businesses that fit.
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.
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.
Assign prepared prospects to available reps for follow-up.
Your sales lead tracking shows who owns queued leads and whether follow-up can start or sales operations needs to review a gap.
Get a follow-up list of new prospects without duplicate contacts.
Clear the data entry from your lead generation handoff. Your sales team gets new contacts for follow-up and a clear review list.