Prospectory Product Information

# Prospectory

> B2B sales intelligence and outreach software that connects named accounts, buyer context, selected signals, reviewable prioritization, multi-channel activity, response routing, and CRM outcomes.

Website: https://prospectory.ai
Demo: https://prospectory.ai/demo
Pricing: https://prospectory.ai/pricing
Comparison guide: https://prospectory.ai/compare

## What Prospectory Does

Prospectory gives GTM teams one workspace for the specific accounts and buyers they want to reach. It connects selected research and dated signals to each account, helps teams review account priorities and buyer context, prepares outreach drafts, coordinates channel steps, routes replies, and records outcomes in the CRM workflow.

People remain responsible for account strategy, message claims and tone, nuanced replies, exceptions, opt-outs, and buyer relationships. Teams configure review, routing, timing, and stop rules for each workflow.

## Core Definitions

### Qualified Business Opportunity (QBO)

QBO stands for Qualified Business Opportunity. Prospectory uses QBO credits as a plan usage unit for account-opportunity workflows.

Startup, Growth, and Enterprise plans allocate QBO credits for each billing cycle. Contact sales to see what consumes a credit and match the allowance to your account volume.

### Propensity to Buy (P2B)

P2B is an account-level weighted score. The current model evaluates solution and workflow maturity, business gaps, growth indicators, competitive landscape, and market timing. Each factor includes a score, a reviewable explanation, and available source context.

### Propensity to Convert (P2C)

P2C is an account-level weighted score for potential conversion from a current solution. The current model evaluates replaceable solutions, contract timing, dissatisfaction signs, implementation complexity, and strategic alignment. Each factor includes a score, a reviewable explanation, and available source context.

### Buying Signals

Buying signals are dated account or buyer events that may make an account timely. Examples include first-party website activity, funding or leadership changes, hiring activity, technology changes, product engagement, and licensed intent data. Prospectory keeps available source and recency context with the signal so a seller can review its relevance.

## Core Workflow

1. Define the named accounts and buyer roles the GTM team wants in pipeline.
2. Connect selected research, account history, and dated signals to those records.
3. Review account-level P2B and P2C scores with factor explanations and available source context.
4. Prepare messages from the context the team selects and review them before sending.
5. Coordinate configured email, LinkedIn, SMS, and phone steps.
6. Classify replies and route conversations to the appropriate owner.
7. Compare positive replies, held meetings, accepted opportunities, and opt-outs against the team's baseline.

## Product Capabilities

- Named-account and buyer workspace
- Account and prospect research with available source and recency context
- Weighted P2B and P2C account scoring with factor explanations
- Multi-channel campaign coordination across supported channels
- Message drafting and template management
- Reply classification, response drafts, and owner routing
- CRM-connected activity and outcome tracking
- Site visitor and selected signal workflows
- Team permissions, shared templates, and activity dashboards

## Pricing

Contact sales for current pricing: sales@prospectory.ai

Startup, Growth, and Enterprise plans include different QBO credit, channel, agent, integration, and support allowances. Contact the Prospectory team for current plan limits, add-ons, implementation scope, and commercial terms.

## API and Integrations

- Read-only access for supported QBO, signal, and sequence reporting data
- Tenant-scoped developer endpoints for documented Lead Pack and Account Intelligence workflows
- Webhook event streams and supported data exports
- CRM, email, calendar, communication, and automation integrations scoped during evaluation
- Confirm connector availability, objects, fields, direction, refresh behavior, and plan requirements before implementation

Developer resources: https://prospectory.ai/developers
Integration planning: https://prospectory.ai/signal-intelligence/integration-hub

## How to Evaluate Prospectory

- Use a representative named-account sample and one agreed sales motion.
- Keep the audience, offer, channels, owners, review rules, and measurement window consistent.
- Review contact-field coverage, enrichment status, correction handling, and bounce rate.
- Inspect factor explanations and compare later CRM outcomes by score band.
- Track seller research and message-review effort.
- Measure positive replies, held meetings, accepted opportunities, and opt-outs.
- Expand only the workflows that perform better against the team's own baseline.

## Product Comparisons

Use the buyer evaluation guide at https://prospectory.ai/compare. Compare every provider with the same account sample, workflow, integrations, governance requirements, current written quote, and outcome definitions.

## Vendor Review

Contact Prospectory for current documentation about identity, hosting, data regions, retention, suppression workflows, available controls, and contract terms. Map those details to the requirements of your use case.

## Selected Resources

- Stop Paying SDRs Per Meeting: A Comp Redesign for the AI Era: https://prospectory.ai/resources/sdr-compensation-redesign-pipeline-quality
- Account-Based Marketing: Four Foundations for an AI-Orchestrated GTM Motion: https://prospectory.ai/resources/how-to-use-prospectory-account-based-marketing
- ABM + Sales: How to Align Marketing and Sales on Target Accounts: https://prospectory.ai/resources/account-based-marketing-sales-alignment
- Propensity to Buy Scoring: A Practical Guide to Account Prioritization: https://prospectory.ai/resources/propensity-to-buy-scoring-guide
- Multi-Channel Outreach: A Practical Coordination and Measurement Guide: https://prospectory.ai/resources/multi-channel-outreach-strategy
- Sales Email Templates: Six Testable Frameworks for B2B Outreach: https://prospectory.ai/resources/sales-email-templates-that-convert
- How to Use AI for Better Cold-Call Preparation: https://prospectory.ai/resources/cold-calling-ai-scripts
- Objection Handling: How AI Can Support Better Sales Conversations: https://prospectory.ai/resources/objection-handling-ai
- AI SDRs: A Practical Guide to Human-Guided Sales Development: https://prospectory.ai/resources/ai-sdr-future-sales-development
- LinkedIn Commenting for Social Selling: A Practical Playbook: https://prospectory.ai/resources/linkedin-comments-social-selling

## Contact

- Website: https://prospectory.ai
- Demo: https://prospectory.ai/demo
- Pricing: https://prospectory.ai/pricing
- Email: sales@prospectory.ai

## Blog Articles

- [The 11-Minute Speed-to-Lead Window: Instrument It, Then Prove It](https://prospectory.ai/resources/eleven-minute-speed-to-lead-window)
- [When Product Ships Faster Than Sales Can Learn: A Research Loop for GTM](https://prospectory.ai/resources/sales-research-keeps-pace-with-product)
Last updated: September 2026