| 01Prospect & Company Discovery |
Helps sales and marketing teams find potential buyers using contact, company, industry, role, location, and other business information. |
Define Target Customer→
Search Prospect Database→
Review People & Companies→
Save Relevant Prospects
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Contact and company coverage in target markets
Job title, seniority, industry, size, and location data
Clear information about data freshness and update frequency
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| 02ICP Filtering & Lead List Building |
Creates targeted prospect lists by applying ideal customer profile criteria, firmographic filters, technologies, roles, and other qualification attributes. |
Set ICP Criteria→
Apply Prospect Filters→
Review Matching Leads→
Build Target List
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Granular people and company filters
Saved searches and automatically refreshed lists
Exclusion, suppression, and duplicate-management controls
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| 03Inbound Lead Capture |
Collects interested prospects through website forms, landing pages, pop-ups, chat experiences, campaign pages, and other digital conversion points. |
Create Capture Experience→
Visitor Provides Information→
Create Lead Record→
Start Follow-Up Workflow
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Forms, landing pages, pop-ups, or chat capture options
Custom fields, validation, and conditional questions
Source and campaign data retained with each submission
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| 04Website Visitor & Intent Identification |
Identifies organizations or known prospects showing interest through website visits, content engagement, research activity, or other buying signals. |
Track Prospect Activity→
Identify Company / Visitor→
Detect Intent Signals→
Surface Sales Opportunity
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Company-level versus person-level identification
Page, topic, frequency, and engagement signals
Configurable thresholds for high-intent activity
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| 05Lead Enrichment & Contact Verification |
Adds missing prospect information and verifies contact data so teams can work with more complete and usable lead records. |
Collect Basic Lead Data→
Match Enrichment Sources→
Verify Contact Details→
Complete Prospect Profile
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Email and phone verification capabilities
Firmographic, demographic, and technographic enrichment
Confidence, freshness, or verification status for enriched fields
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| 06Lead Scoring & Qualification |
Ranks leads using profile fit, engagement, buying signals, campaign behavior, or configurable rules so teams can focus on stronger opportunities. |
Collect Lead Attributes→
Apply Fit & Intent Rules→
Calculate Lead Score→
Prioritize Qualified Leads
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Fit, behavior, engagement, and intent scoring
Custom qualification thresholds and scoring weights
Transparent reasons behind lead scores
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| 07Multi-Channel Prospect Outreach |
Engages generated prospects through coordinated email, calling, social, or other outbound touchpoints and helps teams manage repeated follow-up. |
Select Prospect List→
Create Outreach Sequence→
Send Scheduled Touchpoints→
Track Replies & Engagement
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Email, phone, social, or supported outreach channels
Personalization, sequencing, and follow-up automation
Reply, bounce, opt-out, and engagement tracking
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| 08Lead Routing & CRM Synchronization |
Transfers qualified leads to the correct salesperson, territory, CRM record, or marketing workflow without requiring repeated manual data entry. |
Lead Meets Qualification Rule→
Apply Routing Logic→
Sync CRM & Assign Owner→
Trigger Sales Follow-Up
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Territory, account, round-robin, and rule-based routing
Two-way CRM synchronization where required
Duplicate prevention and field-mapping controls
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| 09Campaign Attribution & Conversion Tracking |
Connects generated leads with the channels, campaigns, ads, content, and conversion points that contributed to acquisition and downstream results. |
Capture Source & Campaign→
Track Lead Journey→
Record Conversion Outcome→
Compare Channel Performance
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UTM, referral, ad, and campaign-source tracking
Lead-to-opportunity or lead-to-customer attribution
Multi-touch attribution options when needed
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| 10Lead Generation Analytics, Compliance & Integrations |
Measures prospecting and acquisition performance while connecting lead generation activities with CRM, marketing, advertising, analytics, and sales systems. |
Aggregate Lead Generation Data→
Measure Sources & Conversions→
Apply Data & Consent Controls→
Optimize Acquisition Strategy
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Lead volume, quality, conversion, and channel dashboards
Consent, suppression, retention, and opt-out controls
CRM, marketing, ad, API, webhook, and analytics integrations
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