reading the room...
Prospecting
Define the ideal customer with filters; the Prospector finds matching businesses, reads their public sites, and scores fit. It keeps a Dirty 30 working set topped up: you promote the cut, the rest never touches the CRM. You can also co-design an ICP with Sage in chat and she will start the hunt.
No prospects match. Use AI find prospects above to fill your Dirty 30.
Client data in
CSV import (headers are mapped automatically) or a one-click Odoo pull. Imported companies become status client: the swarm will never prospect them.
The designer reads your uploaded protocols and proposes the structure (touches, timing, channels); you approve the design, then each drafting run sends one batch approval. Replies stop a sequence automatically.
No sequences yet. Create one below and the designer proposes the structure.
Empty. Import client data above, or let the prospecting team fill this.