AI-Powered Sales Automation Platform

Find your next best customerbefore they find you.

Give your team one place to identify accounts, understand buyers, and act on current signals. Prospectory connects the workflow. Find the right buyer, at the right time, with the right context and message.

Trusted by sales teams at industry leaders

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Ranked
Account priorities
Five research factors
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The Brutal Truth About Sales

"I love prospecting,"
said no one. Ever.

Has sales become a tools operation role? When research, messaging, CRM updates, responses, and scheduling live in separate systems, reps lose context and managers lose a clear view of what is working.

Scattered
Sales context

Research and activity live in separate tools

Manual
Campaign handoffs

Reps move context from research to outreach by hand

Scattered
Account context

Across repetitive research and coordination tasks

A Connected Prospecting Workflow

One shared workflow

Keep the account, source, message, response, owner, and outcome connected from first review through follow-up.

Account research
Message drafting
CRM updates
Response review
Scheduling
Follow-up
Shared context at every handoff

Escape the spiral of
prospecting boredom

Give your sales team one place to research accounts, prepare outreach, route responses, and review outcomes, so they can focus on building relationships and advancing the right opportunities.

The Prospectory Difference

Bring account data, signals, messaging, and responses into one reviewable workflow. Route each next step to the right owner and measure replies, meetings, and accepted opportunities in your own systems.

The 3 R Framework

One Workflow for Research, Outreach, and Response

Prospectory connects prospect context with available sources, account priorities, message drafts, review rules, response routing, and campaign outcomes in one working view.

Research

Bring prospect context into one view

Rankedaccounts by five factors

Prospectory brings selected data and signals into a prospect record with available source context. Review accounts using the current five P2B research factors.

  • Available source context
  • Propensity to Buy scoring
  • Competitive intelligence
  • Current signal monitoring
AI-Powered Intelligence

What makes Prospectory different

Bring account evidence, prioritization, message preparation, response handling, and measurement into one workflow your team can inspect and refine.

Accounts

Account Intelligence

Review firmographic, technographic, organizational, and growth-signal context for each target account.

Prospects

Prospect Intelligence

Organize selected role, company, engagement, and communication context in one prospect record with available source context.

Signals

Signal Intelligence

Bring selected funding, job-change, technology, and intent signals into the account record with available source and recency context.

P2B

Propensity to Buy Scoring

Review five weighted company-research factors, inspect their explanations and available source context, and compare later outcomes by score band.

Channels

Multi-Channel Campaigns

Coordinate inbound and outbound campaigns across email, LinkedIn, SMS, and phone, then compare results by audience and channel.

Hub

Integration Hub

Plan supported CRM, email, calendar, channel, webhook, and reporting connections with clear field ownership and handoffs.

Connected Workflow

From account research to CRM outcomes

Review named accounts, prepare outreach, route replies, and compare later outcomes in one working sequence.

Step 1 of 10
Discover
01

Account Intelligence

Core Pillar

Shared account context

Bring selected company, technology, growth, and relationship context into one account record. Review available sources and dates before choosing an action.

Capabilities

Company ContextTechnology ContextRelationship HistoryDated Signals
1 of 10
4
Discover
Accounts, buyers, signals, research
3
Engage
Drafts, campaigns, replies
3
Close
Opportunity context and briefs
10
Workflow Steps
Configured for your sales motion
Illustrative Product Preview

See the working context behind each next step

This example shows how account research, score explanations, outreach planning, replies, and CRM context can appear together. It does not show customer results.

P
Prospectory Dashboard
Illustrative workspace
Example data
Account Intelligence
Tech StackAWS, Salesforce
Company Size250-500
Growth StageSeries B
Signal Intelligence
Funding eventSource available
Leadership changeReview date
Technology changeCheck context
Opportunity Context
CRM-linked fields

Stages and outcomes defined by your team

Outcome Review
Compare with baseline

Replies, meetings, opportunities, and opt-outs

Prospect Intelligence

P2B Scoring
S
Sample Account ABrief review
VP Engineering
High P2B
S
Sample Account BDraft review
Chief Technology Officer
High P2B
S
Sample Account CResearch
Operations Director
Medium P2B
S
Sample Account DNeeds context
Head of Operations
Medium P2B

Multi-Channel Campaigns

Configured channels
Email
Review rules
LinkedIn
Review rules
SMS
Confirm consent
Phone
Assign owner

Reply Review

Example
Engineering leader
Information request

Could you send the implementation details?

Technology leader
Route to owner

Please include our operations lead.

Operations leader
Not now

This is not a priority right now.

Example activity:
Account brief ready for seller review
Outreach draft awaiting approval
Funding event added with source context
CRM outcome field updated
Account owner assigned
Campaign review completed
Account brief ready for seller review
Outreach draft awaiting approval
Funding event added with source context
CRM outcome field updated
Account owner assigned
Campaign review completed
Built for GTM Teams

How Prospectory helps your team

Whether you're leading sales strategy or on the front lines, Prospectory has tools built for your specific needs.

Sales Leaders

VP Sales, CRO, Sales Director

Review account priorities, activity, and pipeline context from one workspace.

  • Current pipeline activity
  • Team performance dashboards
  • Forecast inputs from your CRM
  • Account priorities tied to visible evidence
Explore Sales Leaders solutions

Account Executives

Enterprise & Mid-Market AEs

Bring account research, buyer context, and follow-up steps into each deal view.

  • AI-researched prospect intelligence
  • Multi-threaded deal support
  • Rule-based follow-up workflows
  • Seller-ready account briefs
Explore Account Executives solutions

Sales Development

SDRs & BDRs

Research accounts, prepare outreach, and route replies from one prospecting workflow.

  • Context-led outreach drafts
  • P2B account prioritization
  • Multi-channel sequences
  • Campaign learning by audience and channel
Explore Sales Development solutions

Revenue Operations

RevOps & Sales Ops

Connect prospect data, outreach activity, routing, and outcome measurement.

  • Shared prospect context
  • Reviewed CRM fields
  • Configurable workflow rules
  • Supported integrations and API
Explore Revenue Operations solutions

Marketers

Demand Gen & ABM

Align marketing and sales on target accounts with unified intelligence.

  • Account-based targeting
  • Intent data integration
  • Campaign performance tracking
  • Sales-marketing alignment
Explore Marketers solutions

Founders

CEOs & Startup Leaders

Give a focused team a repeatable account research and outreach process.

  • Shared work for a focused team
  • Editable GTM playbooks
  • Measured pipeline pilots
  • A workflow that can grow with your team
Explore Founders solutions
New AWS Marketplace Offering

Help your team sell through AWS Marketplace

Prospectory now supports marketplace GTM for teams that need to launch listings, identify AWS-ready accounts, run co-sell motions, and move buyers toward private offers.

Find AWS-ready buyers

Identify accounts with cloud spend, migration signals, technical urgency, and procurement reasons to buy through AWS Marketplace.

Activate co-sell

Turn account intelligence into AWS field narratives, qualification evidence, ACE-ready opportunity criteria, and seller-aligned outreach.

Move to private offer

Prepare pricing, approvals, CRM handoffs, and buyer next steps for marketplace transactions.

How It Works

How a measured outbound workflow comes together

Keep the account list, research, messages, owners, and outcome definitions visible from the first review through CRM measurement.

01

Define Accounts and Context

Choose the named accounts and buyer roles your team wants to review. Connect the CRM history and selected research sources needed for that sales motion.

  • Named-account list
  • Buyer roles
  • Selected sources
02

Review and Prioritize

Inspect account research, dated signals, P2B factor explanations, and available source context. Correct weak inputs before choosing the next action.

  • P2B factor review
  • Source context
  • Data corrections
03

Prepare and Coordinate

Prepare drafts from team-provided messaging and selected context. Your team reviews the recipient, claims, channel, timing, owner, and stop conditions.

  • Message drafts
  • Channel rules
  • Human review
04

Measure and Refine

Compare positive replies, held meetings, accepted opportunities, and opt-outs with the team's baseline. Expand only the workflows that meet the agreed criteria.

  • CRM outcomes
  • Baseline comparison
  • Workflow decisions

Seamlessly integrates with CRM systems like Pipedrive, Salesforce, HubSpot, and Zoho. Connect with cloud, social, and marketing platforms.

Customer Stories

Hear from Prospectory customers

See how customers use Prospectory for account research, prioritization, outreach, and meeting workflows.

As a startup VP of Marketing, Prospectory has been a game changer for our team. The platform takes our ideal customer profile and pinpoints organizations with a high propensity to buy, saving us countless hours on prospecting.
Kobi Blyer
Kobi Blyer
VP of Marketing
Rivery
Less manual prospecting
QBO Credit Plans

Match the Plan to Your QBO Volume

Each plan includes QBO credits for the billing cycle, plus channel and workflow allowances. Contact sales to match a plan to your account volume.

What is a QBO?

QBO = Qualified Business Opportunity. QBO credits are the plan usage unit shown in Prospectory.

Team Access

Included in current plans

Shared Records

Work from one account workspace

QBO Credits

Allocated for each billing cycle

Startup

Core account research, prioritization, and multi-channel workflows for small teams

100 QBO credits / billing cycle

Included in each billing cycle

Channels

EmailLinkedInSMSPhone

Agentic AI

Chat AgentOutbound Agent

Features

  • 5 sending email addresses
  • 1 LinkedIn account
  • 1 SMS Phone Number (1,000 messages)
  • 1 Dial-from-browser Phone (500 calls/month)
  • 30,000 Blended LLM Requests
  • +8 more features

Support: Self-Service onboarding + Email / Chat

Expanded Capacity

Growth

Additional channel capacity and AI-assisted research workflows

250 QBO credits / billing cycle

Included in each billing cycle

Channels

EmailLinkedInSMSPhone

Agentic AI

Chat AgentResearch AgentOutbound Agent

Features

  • 15 sending email addresses
  • 3 LinkedIn accounts
  • 3 SMS Phone Numbers (2,500 messages)
  • 3 Dial-from-browser Phones (1,000 calls/month)
  • 75,000 Blended LLM Requests
  • +3 more features

Support: Dedicated AE + SE + Email / Chat support

Enterprise

Higher allowances, added agent workflows, and guided onboarding

500 QBO credits / billing cycle

Included in each billing cycle

Channels

EmailLinkedInSMSPhoneAI Telesales

Agentic AI

Chat AgentResearch AgentWorkflow AgentInbound & Outbound Agents

Features

  • 25 sending email addresses
  • 5 LinkedIn accounts
  • 5 SMS Phone Numbers (5,000 messages)
  • 5 Dial-from-browser Phones (2,000 calls/month)
  • 3,750 AI call minutes/month
  • +5 more features

Support: Guided onboarding + GTM Growth Consultant

Need a custom solution?

We work with enterprise teams to build custom integrations, dedicated support, and tailored AI models that fit your unique sales process.

Talk to our Enterprise Team
FAQ

Frequently asked questions about AI prospecting

Learn how AI-powered prospecting connects account fit, current buying signals, outreach, and measurable sales outcomes.

Bring Your Sales Motion

Reform your sales process

Connect the accounts, buyers, signals, and context your team already uses. Review how Prospectory can support the work from research through measured CRM outcomes.

Multi-channel outreach
AI-enhanced leads
Scoped integration planning