Lead generation and outreach features
Find potential customers, score the fit, prepare outreach, and track the next step inside one workspace.
Find prospects that match your brief
Search supported social and local-business sources with the audience, keywords, geography, and filters that matter to you.
Multi-Platform Search
One search checks TikTok, Instagram, Facebook, LinkedIn, and Google Maps all at the same time.
Keyword Suggestions
Get related keyword suggestions, with selected history-aware features using a small bounded set of recent results only when you opt in.
Search Where You Sell
Set the country and, where supported, region or city for each job so one product can cover different markets.
Smart Pre-Filters
Filter by activity, followers, role, and available contact details, with additional source-specific filters such as rating or exact match.
Price-Inquiry Filtering
It can tell the difference between someone asking "how much?" on a Facebook post, and a professional you should partner with.
Automated Scheduling
Run jobs manually or use a supported schedule. Outcomes are recorded, and repeated failures can pause later work.
Cost Transparency
See the estimated credit cost before you start when an estimate is available, then review the recorded result after the run.
No Doubles
Matching results can be combined into one lead with source context, helping reduce duplicate records across jobs and platforms.
See the best ones first
Some people are more likely to buy than others. The system figures out who is a good fit so you don't waste time on bad leads.
Profile Analysis
It reads available profile details and helps classify the lead. Contact details are saved only when the source provides them.
0–100 Blended Lead Score
Leads get a score out of 100 using available profile details, structured checks, and AI-assisted analysis.
Campaign-Aware Scoring
If you are running a special promotion, it judges each person based on how well they fit that specific promotion.
Opt-in Learning Loops
If you turn history use on, selected features can use a small set of recent results as extra context. This is not permanent model training.
Prepare and manage outreach in one queue
Create editable drafts, choose the right channel, and keep recorded messages and safely matched replies together.
Personal Messages, Drafted For You
Create an editable draft using the lead, product, and campaign information that is available.
WhatsApp Integration
Use manual WhatsApp sending when you want to review each message. Connected Business API sending and optional automation require the relevant number setup, templates where required, credits, and eligible campaign conditions.
Connected Email & SMS
Send email and SMS manually or through an enabled campaign. Delivery details appear only when the channel returns a supported event.
The Daily Work Queue
A daily list of leads that need a new message, a reminder, or a reply, so the next action is easy to find.
Unified Outreach Log
Sent messages and safely matched replies are saved in one place, so you can review the known conversation history.
Campaign Management
Group leads around a goal, choose channels, and review the reply and funnel results recorded for the campaign.
Optional WhatsApp Follow-ups
Set a nudge template, reopen template, delay, and maximum number of touches. Follow-ups run only for eligible leads when the channel and workspace are ready.
Reminders
Set a reminder on any lead and it shows up in your Work Queue on the right day — great for anyone who asked you to check back next week.
Manual Lead Creation
Got a number from a marketer or a business card? Add the lead directly — no discovery run needed. They go straight into the same pipeline as everyone else.
Close the deal
Let interested people pick a time on a Lead Intel booking page, then track the booking with the rest of the lead journey.
Personal Booking Links
Campaigns can include a personal booking link. The lead picks a time, and the booking is saved inside Lead Intel.
Central Bookings Dashboard
See all your meetings in one place. Need to move one? It takes two clicks. Paste your Zoom link right there.
Complete Funnel Reports
A simple report showing exactly what happened: Found → Contacted → Replied → Booked.
Daily Snapshot
A quick screen to check with your morning coffee. See new people found and fresh replies.
Multiple Products
Sell more than one thing? Every person and conversation stays organized under the right product.
Launch campaigns in minutes, not days
Describe what you want to say, review the generated draft, choose eligible leads, and send through the channels you have connected.
Campaign Drafts
Describe your goal in plain words and get an editable draft based on the product, campaign, lead, and other information available.
Campaign Blast
Select eligible leads and send a campaign message through the channels you have configured. WhatsApp, email, and SMS availability depends on setup and plan conditions.
Video Support
Attach a short video clip to a campaign. Great for product demos or testimonials that close faster than text alone.
Campaign Stats & Analysis
See available reply and funnel results. When enough history exists, request an AI-assisted summary of what may be worth changing.
Marketer Campaigns
Run a separate campaign targeting your marketers and sales partners — partners, agents, and introducers — with its own message set and tracking.
Clone & Reuse
Duplicate any campaign and adjust it for a different product or region. No need to start from scratch every time.
Send WhatsApp at scale, the right way
Meta requires approved templates for bulk WhatsApp sends. Lead Intel handles the drafting, submission, and sending — you just describe the message.
AI-Drafted Templates
Describe the message you want to send and create an editable draft in the required template format. Review it before submission.
Template Approval Tracking
Check the recorded review status and use a template only after the WhatsApp service marks it ready.
Send at Scale
Once approved, use the template in an eligible campaign and send to the selected audience within your plan and credit limits.
Marketer Templates
Keep a separate template library for your marketers and sales partners. Different message, different tone — same fast send.
Variable Personalisation
Templates support variables like the lead's name or business. The system fills them in automatically for each person.
Sample Media Upload
Templates with media may need a sample. Upload the requested sample in the template editor before submission.
Your whole team, one shared pipeline
Invite your team, assign roles, and let everyone work from the same lead list — no more siloed spreadsheets or duplicated effort.
Invite Team Members
Send an invitation by email. New members land straight in the right workspace — no manual account setup needed.
Role-Based Access
Workspace owners manage billing, members, and shared settings. Members work with the products and workflows available to the workspace.
Product Separation
Leads, campaigns, messages, and reports stay under the product they belong to, so different offers do not get mixed together.
Full Activity Log
A timestamped record of key lead, message, booking, and workspace activity.
Shared Work Queue
The whole team sees the same daily to-do list. Nobody doubles up on a lead or misses a follow-up because it sat in someone else's list.
Notification Centre
Real-time alerts for new replies, booked meetings, and leads that need attention — so nothing important waits until morning.
Learn what is actually working
Use recorded results to review messages, keywords, and lead types when enough history is available.
Reply Pattern Analysis
See which messages get replies and which ones get ignored. Real data from your actual sends, not generic benchmarks.
Keyword Performance
Find out which search keywords are finding the leads that actually convert. Cut the ones that waste credits, double down on the ones that work.
Score Improvement Over Time
When you opt in, selected AI requests can use a small set of recent positive and negative examples as prompt context.
Plain-English Summaries
Plain-English summaries of what the data means and what to do next. No spreadsheet skills required.
See how plan credits are used
Defined costly actions use credits. Your plan provides a shared workspace balance, and top-ups appear when they are enabled.
Credit-Based Usage
Discovery runs, AI drafts, and message delivery use configured credits. The application shows the relevant cost or charge record for each supported action.
On-Demand Top-Ups
When top-ups are enabled, workspace owners can add credits without changing the current plan.
Full Transaction History
Credit transactions record the action type and timestamp, giving owners a clear view of workspace usage.
Secure Online Checkout
Available plans and top-ups use the secure checkout options shown in your workspace.
Usage Dashboard
See the current credit balance and recent credit transactions for the workspace.
Cancel Any Time
Billing shows the available cancellation controls and the timing that applies to your current subscription.
Stop reading, start finding customers.
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