CRM records
Accounts, contacts, activity, and outcomes
Platform Features
One workspace to run your sales motion
Prospectory combines research with available source context, reviewable scoring, multi-channel outreach, and response routing in one shared workspace.
Bring prospect context into one view
AI-Powered Research
Prospectory brings selected company, contact, technology, activity, and signal data into one record with available source context.
Data Enrichment
Company info, tech stack, funding, news, and social signals
Contact Intelligence
Decision-makers, reporting structure, and recent activity
Current Signals
Funding rounds, job changes, tech adoption, and website visits
Unified
account research
Focus on accounts with relevant evidence
Propensity to Buy Scoring
P2B combines five weighted company-research factors and keeps a reviewable explanation with each factor score.
Defined Factor Weights
Workflow maturity, business gaps, growth, competitive landscape, and timing
Factor Evidence
Inspect the explanation and available source context behind each scored factor
Prioritization
Review high, medium, and low account bands with their contributing factors visible
Ranked
accounts by five factors
Context-led campaigns across channels
Multi-Channel Outreach
Draft messages from prospect context, apply review and sending rules, and measure results across email, LinkedIn, and phone.
Email Sequences
Email drafts with prospect context and configurable follow-up rules
LinkedIn Workflow Planning
Reviewable drafts and team-defined handoffs for permitted LinkedIn activity
Call Scripts
AI-generated talking points and objection handling
Measured
campaign results by channel
From reply to the right next step
Intelligent Response Handling
Classify connected-channel responses, prepare follow-up drafts, and route each reply using your review and ownership rules.
Intent Classification
Classifies interested, objection, not now, and unsubscribe for review
Contextual Reply Drafts
Drafts grounded in the prospect record and the current conversation
Meeting Scheduling
Calendar links and routing rules for meeting requests
Routed
responses by intent
Everything else you need
Configure the workflow around your team, systems, and measurement plan
Identity and Data Planning
Review identity, access, data-handling, and retention requirements with the Prospectory team.
CRM Workflows
Configure CRM synchronization and keep supported workflow actions connected to the account record.
Regional Campaigns
Plan language, timezone, ownership, and channel rules for each market you serve.
Advanced Analytics
Track campaign activity and connect selected outcomes to CRM records.
A/B Testing
Test subject lines, messaging, and timing, then apply what performs against your chosen measure.
Team Collaboration
Share prospects, templates, and account context across your team.
Custom Templates
Create, save, and share templates that reflect your team's messaging guidance.
API & Webhooks
Build supported integrations and trigger workflows from configured events.
Smart Alerts
Get notified about selected account events, responses, and signal changes.
Role-Based Access
Assign access by role and workspace responsibility.
Workflow Refinement
Use team feedback and measured results to refine prompts, rules, and review steps.
Custom Fields
Track the data that matters to your business with custom properties.
Integration planning
Connect the records your sales motion needs
Start with one workflow and map the required records, owners, permissions, update direction, and exception path. Confirm the systems and fields supported for your implementation with our team.
- Define the source of truth for each field
- Test permissions, duplicates, opt-outs, and handoffs
- Choose supported webhooks or exports for downstream work
Supported sender and reply workflows
Calendar
Scheduling and meeting ownership
Sales channels
Selected outreach and response steps
Webhooks
Supported events for downstream systems
Exports
Selected data for reporting workflows