AI-Agents for Sales in Data Import working with Microsoft Office 365
Load new records, update changed rows, export CSVs. 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 toolsKeep the team's outreach list current with new prospects.
Get a refreshed sales lead sheet every Monday, plus a short report of new prospects and entries that need review.
9 toolsAdd qualified prospects to outreach and flag contacts needing rep review.
Get qualified contacts into your outreach register, with duplicates and rows needing review clearly marked on the prospect sheet.
11 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 toolsAdd verified social handles and post 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.
7 toolsAdd qualified prospects to the team's outreach register.
Your outreach register gains qualified prospects from new spreadsheet leads, while the source row tells your team who was added or skipped and why.
8 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 toolsExport saved leads with missing details marked for review.
Get a current Excel copy of your saved Sales Navigator lead list, with consistent columns and missing details flagged for your team.
4 toolsAdd verified prospects from saved profiles to the outreach list.
Your outreach list gets contacts with verified work emails and profile links. Your rep gets a clear task when details need review.
