AI-Agents for Sales in Data Export working with Microsoft Outlook
Create CSV files, export reports, email requested data. Every one is ready to run, and you can adjust it in plain language.
Turn saved prospect searches into ranked lists for outreach.
Your saved prospect search becomes a ranked lead list in a spreadsheet after you email its link.
12 toolsPut qualified new prospects on the team's shared outreach list.
Your sales team gets a shared lead list with qualified new contacts. Your campaign team gets row numbers and reasons for every row left out.
9 toolsTurn a manager's email into a lead list ready for outreach.
Get a lead list from your existing sales records, with duplicates handled and a CSV that links back to the records behind every row.
25 toolsPrioritize new buyer and seller leads for team follow-up.
Your team gets a real estate lead list every evening, with repeat visitors combined and clear follow-up requests at the top.
38 toolsFind local prospects, send first emails, and report each result.
Get a local lead list showing which first emails went out, who was skipped, and when messages were sent, right in your request thread.
6 toolsShare one campaign lead list with fit notes for outreach.
Your team gets a shared Sales Navigator lead list with fit notes and suggested owners based on the rules you choose.
7 toolsBuild ranked buyer lists from the team's target profiles.
Get a ranked B2B lead list from a profile you email, with company fit, available work contacts, and links your team can review.
7 toolsTurn target account profiles into ranked, source-linked lead lists.
Get a ranked sales lead list from an emailed target account profile, with available work contact details and source links.
7 toolsReturn checked prospect profiles from emailed target lists.
Get a sales lead list with public profile links and role-fit notes when you email the companies and titles you want researched.
7 toolsSend a current territory lead list with changes called out.
Get a fresh territory lead list every Monday. See new prospects and confirmed closures. Review possible duplicates before outreach.
5 toolsPut matching permit leads and follow-up reasons in one email.
Your sales team gets a ranked construction lead list from permit alerts, with project details and reasons to follow up.
5 toolsFill 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.
4 tools
