AI-Agents for Sales 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.

Build Sales Lead Lists

Turn 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.

Works with7 tools
Compile Profile Lead Lists

Return 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.

Works with7 tools
Refresh Local Lead Lists

Send 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.

Works with5 tools
Build Construction Lead List

Put 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.

Works with5 tools
Clean Lead Submissions

Email clean lead contact details for prompt follow-up.

Your lead tracker gets clean contact details and a follow-up status, while your sales team gets the details by email.

Works with7 tools
Reconcile Lead Ad Inquiries

Add new ad leads to the team's list and flag contacts needing review.

Your sales lead list catches up with yesterday's ad inquiries, while your team gets a short chat list of matches and missing details to review.

Works with36 tools
Enter Prospecting Leads

Get new contacts ready for follow-up with duplicate entries skipped.

Clear the data entry from your lead generation handoff. Your sales team gets new contacts for follow-up and a clear review list.

Works with34 tools
Add Qualified Leads

Put qualified marketing prospects in the CRM for outreach.

Your sales team gets qualified leads with usable contact details and a clear reason to follow up, while possible duplicates go to review.

Works with23 tools
Add Verified Prospects

Add verified prospects to the outreach list for the sales team.

Your outreach list gets qualified new contacts, with duplicates and failed checks flagged in the prospect table.

Works with4 tools
Build Prospecting Lists

Build a weekly list of qualified buyers ready for outreach.

Your team gets CRM contacts with validated work emails and mobile numbers every Monday. See how many candidates were excluded.

Works with30 tools
Route Lead Ad Inquiries

Receive assigned ad inquiries with account context and CRM links.

Your sales rep gets a clear inquiry and a CRM link. Existing customers keep their account context, and the ad campaign stays visible.

Works with12 tools
Enrich LinkedIn Prospects

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.

Works with12 tools