Agents help Sales teams track deals and prepare customer commitments.
Email the sales team a weekly report of qualified leads by campaign.
Your sales team gets a weekly report showing which outreach campaigns have contacts in qualified stages.
Prepare enriched prospect lists for sales outreach.
Get a research CSV of your LinkedIn prospects, with available CRM details filled in and unclear matches flagged for review.
Match prospect meetings to the right sales host's page.
Get the right appointment booking link for your invitee note, plus a sentence you can paste without searching every host and meeting type.
Put qualified website prospects on the outreach list.
Your outreach register shows which website inquiries are ready to contact and which need a closer look.
Add prospect contact details to a sheet for review before outreach.
Your contact request lists become review-ready spreadsheet rows, with found details and uncertain matches clearly flagged.
Build outbound campaigns from verified prospects and tailored emails.
See verified leads and tailored messages in your paused campaign, ready for review before outreach begins.
Prepare consented advice leads for follow-up in priority order.
Your lead list is ready for follow-up, with financial, insurance, and mortgage requests sorted by urgency and repeat inquiries brought together.
Give sales a lead entry with service and timing before outreach.
Your customer lead list shows requested service, timing, and clear contact matches, with missing answers flagged before outreach.
Add qualified ad contacts with checked details for follow-up.
Your outreach register gets qualified lead ad contacts with checked details. Each contact carries the campaign or form that brought them in.
Check prospect emails before sales representatives reach out.
See which new contact emails are usable for outreach. Review uncertain addresses and duplicates before anyone sends a message.
Fill confirmed work emails on new prospect contacts.
Your prospect contacts get confirmed work emails when the match is clear, with uncertain addresses flagged for your review.
Fill new prospect rows with likely work emails for outreach.
Your prospect list gains company websites and likely work emails, with uncertain matches marked for your team to review.