Organize follow-up without losing context
Organize prospects by status and follow the work from research to contact.
15 days with the PRO plan limits. Cancel before it ends and you pay nothing.
How it works
Prospect management connects research, analysis, notes, tasks, and contacts. Status shows where each relationship stands.
What you can do
You can assign owners, use tags, and filter the list to see only relevant work.
- Save the profile
- Update the status
- Record the contact
Frequently asked questions
Can I create different statuses?
You can organize prospects with the available statuses and update each profile as work progresses.
Can my team use this feature?
Yes. The information is available to people with access to the workspace.
Try it with your own work.
15 days with the PRO plan limits. Cancel before it ends and you pay nothing.