Prospect CRM

Toggles the visibility of contact refinement options in the bulk email workflow, allowing administrators to filter target recipients by contact type, attributes, custom fields, and tags.

Create or edit a lead automation in two steps: choose data sources and set their search filters, then name it, choose how often it runs, add an optional tag, pick the audit PDF custom field and a showcase snapshot.

Choose an audit report package (bundle price per report) or a custom mix of enrichments, such as Contact Finder, Email Verification, Review Intelligence and Local Rank Tracker. Only enrichments the selected source supports are shown.

Switch the leads list between individual contacts and companies grouped by website, and search by name, email, phone or website.

Tracks how each prospect reads their report: time spent, scroll depth, sections viewed and button clicks. Leads are sorted into Cold, Warm or Hot automatically, and your workflows can run for each stage.