Hold possible duplicate invoices, link repeat quotes, check purchase forms. Every one is ready to run, and you can adjust it in plain language.
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.
Match prospect email subjects to the recipient's role.
Choose from three subject lines grounded in your draft and recipient's role, with complete emails ready for review.
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.
Bring new target contacts into the team's outreach list.
Get a sourced list of prospects for the markets your team wants to reach, with fit notes in your spreadsheet for outreach decisions.
Find sourced contacts to approach in a chosen market.
Get a prospecting list with qualified contacts, source links, and a clear account of duplicates or gaps.
Build a shareable prospect list for each requested market.
Get a sales lead list for your chosen industry and area, with source links and published contact details for businesses that fit.
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.
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.
Draft a prospect email tailored to the contact's role and company priorities.
Get a targeted outreach email shaped around your prospect's role and company priorities, with the opening explained before you send it.
Email each eligible lead once and get a send result for the list.
Your first-contact emails go out to eligible leads, with send times and contacts needing review in one reply.
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.
Send a daily shortlist of fresh accounts worth researching.
Give your reps a morning queue for outbound sales lead generation. They get fresh companies, buying signals, and roles to research.