Frequently Asked Questions

Prospectory is an AI-powered sales intelligence and outreach platform that connects account research, prioritization, multi-channel engagement, response handling, and measurement in one workspace.

AI prospecting uses artificial intelligence to support account research, prioritization, and outreach. Prospectory organizes selected account and contact context, shows factor explanations with available source context, and helps teams prepare and review coordinated messages.

Signal-based prospecting triggers outreach from current account evidence instead of a static list. Prospectory brings leadership changes, funding, hiring, technology changes, website activity, and other selected signals into the account record so your team can decide why an account is timely. Compare conversion by signal type in your own CRM to learn which signals matter for your sales motion.

Prospectory brings selected public, licensed, first-party, and connected account sources into a shared record. It can rank accounts with P2B scoring and prepare multi-channel outreach drafts for review under the team's own rules.

Prospectory gives new reps a shared account brief, visible prioritization criteria, and reviewable outreach drafts. Managers can teach one workflow, inspect the evidence behind each recommendation, and measure ramp using completed tasks, approved messages, held meetings, and opportunity conversion in the team's own systems.

Prospectory P2B is an account-level weighted score. It reviews current 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.

Prospectory supports selected public, licensed, first-party, and connected sources. Review source permissions, access, retention, suppression, and regional requirements for your use case with our team.

Yes. You can provide your templates, tone guidance, value propositions, and messaging frameworks. Prospectory uses those inputs and selected prospect context to prepare drafts that your team can review and test.

Prospectory records available contact fields and enrichment status. Evaluate match coverage, bounce rate, and contact quality on a representative sample of your own target accounts before expanding a campaign.

Prospectory supports coordinated workflows across email, LinkedIn, SMS, and phone. Teams configure the permitted channels, sequence steps, review rules, stop conditions, and ownership for each campaign.

Buying signals are observable events that may make an account timely, including funding rounds, leadership hires, technology changes, relevant job postings, and website or content engagement. Prospectory connects selected signals to the account record, shows available source and recency context, and lets your team compare downstream outcomes by signal type.

Signal-based selling uses current account events as context instead of relying only on a static list. Prospectory adds selected signals to the account record alongside the separate P2B factor review and outreach draft. Reps review the source and relevance, then compare replies, meetings, opportunities, and opt-outs by signal type.

Use the account-level P2B score as one prioritization input. Review the factor explanations and available source context, correct weak evidence, and let the account owner decide the next step. Compare later CRM outcomes by score band to decide how much weight the score should carry in your process.

Prospectory helps cloud marketplace sellers organize account signals, procurement context, partner activity, and buying-committee research in one workflow. Teams can coordinate co-sell outreach and track accepted opportunities and marketplace outcomes in their own systems.

Prospectory offers Startup, Growth, and Enterprise plans with QBO credits allocated per billing cycle, plus channel, agent, integration, and support allowances. Contact sales for current pricing and a plan matched to your workflow.

Contact our sales team for a personalized demo and to discuss which plan is right for your team. Our team will walk you through the platform, show you relevant use cases, and help you get set up quickly.

Plans differ by QBO credits per billing cycle, sending accounts, channel allowances, agent access, integrations, and support. Review the pricing page or contact sales for the current limits and services in each plan.

Any onboarding, integration, migration, or training services are described in your proposal before purchase. Contact sales for a quote based on your implementation scope.

Plan changes follow the terms in your current agreement. Contact your Prospectory representative to review capacity or feature changes.

Contact sales for current annual and multi-year options. Any discount and billing terms will be stated in your proposal.

Contact the Prospectory team for current documentation, control details, and the materials available for your vendor review.

Prospectory supports source controls, suppression workflows, access controls, and data-processing terms. Confirm the data sources, regions, retention rules, and contract requirements for your use case with our team.

Data hosting and residency requirements are reviewed during solution design. Contact us to confirm the regions and architecture available for your plan and use case.

Prospectory does not sell customer data for cash. We use service providers to operate the service. Some U.S. laws classify certain analytics or advertising cookie disclosures as a sale or sharing; visitors can opt out through Cookie Preferences or the data-rights contact listed on the site.

After termination, you can download supported customer data during the export window stated in your Terms of Service. We may then delete it. Records that must remain for legal, billing, or other stated purposes follow the published retention schedule.

Contact sales to confirm the identity providers, SSO options, and provisioning features available for your plan.

Prospectory supports CRM-connected workflows. Contact sales to confirm the available connector, objects, fields, update direction, refresh behavior, and plan requirements for your CRM.

Yes, we support Gmail, Google Workspace, Outlook, and Office 365 with OAuth authentication. This allows you to send emails directly from your inbox while tracking opens, clicks, and replies in Prospectory.

Prospectory provides API and webhook options for supported integrations. Contact sales to confirm access, scope, and documentation for your plan.

Contact sales to confirm whether your automation tool and intended workflow are supported. Bring the events, fields, and destination you need to the implementation review.

Connect supported LinkedIn workflows during implementation, then configure account ownership, review, timing, and stop rules for your team. Contact sales to confirm current capabilities and requirements.

Prospectory supports shared prospect pools, template libraries, permissions, and team analytics. User capacity and access controls are defined by plan.

Define routing rules using fields such as geography, company size, industry, or account ownership, then test the assignments before expanding the workflow. Contact sales to confirm the options available for your plan.

Access options depend on your plan. Review roles, permissions, identity requirements, and available audit history with the Prospectory team during implementation planning.

Teams can use shared templates and create variations for specific audiences and offers. Define who can edit the source template, then compare each variation against the same outcome measure.

Each plan includes a QBO credit allowance for its billing cycle. Contact sales to map your target-account volume and campaign workflow to the right plan.

Start with a baseline from your current motion, then run a defined pilot. Track delivered messages, positive replies, held meetings, accepted opportunities, conversion by score band, rep review time, and opt-outs. Segment the results by audience, signal, message, and channel before deciding what to expand.

Bring a representative account list to your evaluation. Confirm supported file formats, required fields, enrichment scope, and CRM import options before implementation.

Recency varies by source and signal. Prospectory records timestamps and source context where available so your team can review freshness before using a data point.

Supported exports depend on the data object and plan. Contact sales to confirm the fields, formats, destinations, and delivery method needed for your workflow.

Support options vary by plan and may include email, chat, phone, or a dedicated account team. Your proposal states the channels and service levels included.

Onboarding can include documentation, guided setup, and team training. The format and scope are matched to your plan and implementation needs.

Product documentation and implementation guidance are provided during onboarding. Contact support if you need documentation for a specific feature or integration.

Use the in-app feedback option or email support@prospectory.ai to report a problem or share a product request.