One workflow, from first search to next follow-up
Move from “who should I contact?” to a researched prospect with a clear next action, without rebuilding the process across several tools.
- 1
Find
Find the businesses worth a closer look
Start with the business type and place you meant to search. Widen out only when you need to.
- 2
Qualify
Qualify before you commit the time
Check the company, then judge the fit. Three scores, kept separate, with the reasoning written out.
- 3
Prepare
Arrive with something relevant to say
A prepared starting point you can check, edit and make your own. Not a script to repeat blindly.
- 4
Progress
Keep the next action in front of you
A working pipeline for the people you are actually talking to, without the weight of a CRM.
Control around the core workflow
Your data stays usable
Import Excel or CSV, preview what will change, and export the working pipeline as a formatted workbook.
Choose how AI is used
Managed credits, your own provider keys, or local models. Claude, OpenAI, Gemini, LM Studio, Ollama and compatible endpoints.
Start without a rollout
Runs in the browser with nothing to install. Built for solo sellers and small teams who need a repeatable process.
Try the whole workflow on real prospects
Bring a real market and a real offer. See what the file on each business looks like before you decide who to call.
14 days, 100 credits, no card required.