How it works

From search to sale.

Describe the customer. A search runs only with a licensed lead provider on AI Pro or AI Business.

Add what you know. A research summary is not invented when the model or the source is missing.

Generate a draft. You edit it.

Connect email before anything is marked sent.

Set the next stage on the lead. Chasing sends only after email is connected.

Keep New, Contacted, Interested, Proposal, Won and Lost on the record.

Notes and files stay with that record.

Analytics show stored activity only.