AI-Agents for Sales Representatives in Data Import

Load new records, update changed rows, export CSVs. Every one is ready to run, and you can adjust it in plain language.

Export Lead Lists

Get a ranked prospect spreadsheet from an emailed search link.

Your saved prospect search becomes a ranked lead list in a spreadsheet after you email its link.

Works with12 tools
Add Qualified Contacts

Add qualified contacts to the outreach register and flag exceptions.

Get qualified contacts into your outreach register, with duplicates and rows needing review clearly marked on the prospect sheet.

Works with11 tools
Build Social Lead Lists

Add checked company activity clues to prospect lists.

Your lead list gains checked social handles and recent LinkedIn clues, so you can see which target companies deserve a closer look.

Works with7 tools
Add Qualified Prospects

Find qualified contacts in the register for prospect outreach.

Your outreach register gains qualified prospects from new spreadsheet leads, while the source row tells your team who was added or skipped and why.

Works with8 tools
Build Campaign Lead Lists

Open one shared lead list with context for each prospect.

Your team gets a shared Sales Navigator lead list with fit notes and suggested owners based on the rules you choose.

Works with7 tools
Build B2B Lead List

Get ranked contacts at companies the team wants to sell to.

Get a ranked B2B lead list from a profile you email, with company fit, available work contacts, and links your team can review.

Works with7 tools
Build Sales Lead Lists

Receive a ranked prospect list in the original request thread.

Get a ranked sales lead list from an emailed target account profile, with available work contact details and source links.

Works with7 tools
Compile Profile Lead Lists

Turn emailed company and title targets into a checked lead list.

Get a sales lead list with public profile links and role-fit notes when you email the companies and titles you want researched.

Works with7 tools
Refresh Local Lead Lists

Get a current territory lead list with new matches called out.

Get a fresh territory lead list every Monday. See new prospects and confirmed closures. Review possible duplicates before outreach.

Works with5 tools
Build Construction Lead List

Show which permit projects merit outreach and why.

Your sales team gets a ranked construction lead list from permit alerts, with project details and reasons to follow up.

Works with5 tools
Log Lead Ad Inquiries

Show the ad request and checked contact details before follow-up.

Your sales coordinator sees the customer's request and ad source on the linked contact, with a clear status for follow-up or review.

Works with4 tools
Build Local Prospect Lists

Build a sourced list of local businesses in the requested territory.

Get a local business lead list with addresses and source links, screened for industry fit and repeat listings before your outreach.

Works with
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