AI-powered lead sourcing, enrichment, and multi-touch outreach — from a conversation to a fully written 7-touch campaign in minutes.
Every session follows a structured five-phase process — from conversation to fully written, personalized outreach ready for your CRM.
Conversational ICP building. The agent asks probing questions to understand exactly who you're targeting and why. Claude builds a structured ICP and confirms it with you before proceeding.
The reasoning layer analyzes your ICP and builds a dynamic strategy across Apollo, Exa, and Grok simultaneously. Returns a contact count before any credits are spent.
Pull up to 1,000 contacts. Claude scores each contact 0-100 against your ICP. Tier 1 (80+), Tier 2 (60-79), Tier 3 (<60). Results panel populates automatically.
Select what to retrieve per contact: emails, phones, LinkedIn URLs, full names, and 6 intelligence slots. Each slot searches the web for a specific category of organizational intelligence.
Generate a fully personalized 7-touch outreach sequence for every contact — 3 emails, SMS, LinkedIn DM, call opener, and follow-up calls. Upload any CSV, generate for your whole list at once.
The reasoning layer decides which sources to run based on your ICP — or you override manually. Results merge into one ranked list.
275M+ verified professionals. Best for finding decision-makers, executives, and operators by title, company size, industry, and geography. The foundational source for professional outreach.
Neural search across the live web. Finds listings, forum posts, classifieds, Reddit threads, news mentions, and profile pages. Best for intent signals that don't live in a contact database.
Live X/Twitter signal monitoring via xAI's Grok model. Catches intent signals within hours of posting. Two search tiers — Tier 1 is last 72 hours, Tier 2 is 4 to 30 days.
Every feature in one place — no switching between tools.
No forms. Describe your target in natural language. The agent extracts offer, role, org type, geography, quality signals, and timing — then confirms a structured ICP for your review.
Before any search runs, Claude analyzes your ICP and builds a dynamic sourcing strategy — deciding which sources to use, writing the actual queries, and explaining the rationale.
After ICP confirmation and after results come back, the platform surfaces specific refinement suggestions based on your target — actionable adjustments tied to your goal.
Apollo always returns a count first — no credits spent until you decide to pull. See the volume, narrow or widen until the number is right, then pull exactly what you want.
Every pulled contact is scored 0-100 against your ICP by Claude. Tier 1 🔥 (80+), Tier 2 ⭐ (60-79), Tier 3 (below 60). Score rationale visible on each contact card.
One click runs all enrichment steps simultaneously. Select exactly what to retrieve per contact — emails, phones, LinkedIn, names, and intel slots. Choose which contacts to target.
During a call, pull up any contact's enriched card. Real-time talking points, objection guidance, and context surfaced from their intelligence slots. Stays open alongside your call.
Download your full contact list at any stage — after pull, after enrichment, or after outreach generation. All fields included. Column headers match GHL and Effortless AI CRM custom field names.
Save any search state — ICP, contacts, sourcing plan, enrichment, and reference document — and resume from exactly where you left off. Sessions stored server-side, accessible from any device.
The platform searches the web per organization and populates up to 6 intelligence slots — the raw material for every personalized outreach message.
Every slot is configurable. Toggle any slot on or off, edit the label and research focus, or conversationally adjust the focus mid-session. One search per organization — all contacts at the same org share the intelligence automatically.
Cost: free for up to 25 contacts × 6 slots. $4 for 50 contacts × 6 slots. Deepening slots reduces cost proportionally — run only the slots you need.
Slots feed directly into outreach as source material — the Composer reads all 6 slots per contact when writing personalized messages, selecting the most relevant details for each channel.
Upload any enriched CSV — from a current session or a previous campaign — and the Composer generates a fully personalized, multi-channel outreach sequence for every contact. Parallel processing. Real progress. CSV ready for your CRM.
Plus a third email touch (Follow-up Email) generated for longer sequences — 8 message fields total in the output CSV.
The longest email in the sequence. Two generation modes — personalize your reference document with contact-specific details, or let Claude author a fresh comprehensive email from scratch.
A focused second-touch that assumes they've seen the first email. Opens with the strongest specific achievement from their intel slots and drives directly toward a call.
The third email comes from a completely different direction — budget, outcomes, timing, or competition — and softens the ask while keeping the conversation open.
Upload or paste your best-performing email, a brand voice guide, or any reference text. Claude learns your tone, vocabulary, and offer framing — then applies it across every contact. Saved with the session so you don't re-upload every time.
Every Email 1 includes a specific statement about why this offer and this recipient are a natural fit — reasoned from their intel slots, not templated. The reason varies because the reality varies. Newhouse reads differently than Abbey Road which reads differently than a culinary school.
The Composer sends contacts to the server in chunks of 25, processing 5 simultaneously per chunk. A real progress bar shows exactly where you are — not a spinner. For 238 contacts, expect 8-12 minutes total.
Upload any enriched spreadsheet — from the current session, a previous campaign, or a manually assembled list. The platform auto-maps your column headers to platform fields. No re-enrichment needed if intel slots are already populated.
Upload one or two enriched CSVs and the platform detects duplicates using email, phone, LinkedIn URL, and fuzzy name + company matching. Merges intelligently — always keeps the richer value, higher score, and all intel slots. Outputs a clean master list plus a merge report.
Choose how messages are written: fully personalized with real names and details (for immediate send), template with CRM merge tokens (for GHL/Effortless AI sequences), or both versions generated simultaneously for every contact.
From ICP to CRM-ready outreach — every step, every credit cost, in order.
Narrow or widen until the number is right. No credits spent at this stage.
Pull a test batch. Claude scores and tiers automatically. See the quality distribution before committing to a larger pull.
Choose what to retrieve: email (Apollo credit), phone (free), LinkedIn (free), name (free), intel slots (free). Target Tier 1 only to focus credits on best-fit contacts.
One click runs all selected enrichment steps simultaneously. Emails, phones, LinkedIn, names, and all 6 intel slots filled. Save the session — it persists with your reference document.
Upload your enriched CSV. Select output style (fully written or merge tokens), choose Email 1 mode (personalize your reference doc or generate fresh), and select which channels to generate.
Click Generate. Real progress bar tracks chunk by chunk. For 250 contacts expect 10-15 minutes. When complete, download the CSV — all original columns preserved, 8 message columns appended.
CSV column headers match GHL and Effortless AI CRM custom field names exactly. LinkedIn URLs are tab-prefixed so Excel doesn't mangle them. UTF-8 BOM ensures em dashes and smart quotes render correctly.
The platform is architected to accept any structured data source as a search origin. Standard integrations ship with the platform. Custom integrations for specific verticals are available by arrangement.
Native webhook integration. Contacts push directly from the lead queue into any GHL workflow. All custom fields mapped — contact data, intel slots, scores, tiers, and all 8 outreach message columns included.
Available NowCSV export with column headers matching each CRM's field naming conventions. Templates generated with the correct merge token syntax per platform. Import directly without reformatting.
Available NowConnect your MLS credentials via RESO Web API, Spark API, or Trestle/CoreLogic. Pull fresh agent-represented listings with FSBO filtering directly into the lead queue.
Custom IntegrationConnect to institutional wealth management data sources — accredited investor databases, family office directories, high-net-worth prospect lists — as a primary search source alongside Apollo and Exa.
Custom IntegrationAny structured data source can be connected as a search origin — legal directories, medical professional databases, financial advisor registrations, licensing boards, public records.
Custom IntegrationAny outbound webhook trigger on pull, enrichment complete, or score threshold. Connect to any downstream automation — SMS sequences, calendar booking, Slack alerts, or custom CRM workflows.
Coming SoonMost of the platform is included in your plan. Credits are only spent when you explicitly choose to enrich.
| Action | Tool | Cost |
|---|---|---|
| ICP briefing conversation | Claude API | Plan included |
| Apollo contact count | Apollo | Free |
| Apollo search → pull contacts | Apollo | ~1 credit / contact |
| AI scoring, all contacts | Claude API | Plan included |
| LinkedIn URL retrieval | Exa | Free to search |
| Email reveal per contact | Apollo | ~1 Apollo credit |
| Phone reveal per contact | Exa | Free |
| Exa Intel — 25 contacts × 6 slots | Exa | $4–$8 |
| Exa Intel — 50 contacts × 6 slots | Exa | $8–$16 |
| Grok social signal search | xAI API | Plan included |
| 7-touch outreach generation — per contact | Claude API | Plan included |
| Email 1 icebreaker generation | Claude API | Plan included |
| CSV download | Internal | Free |
| GHL webhook push | Internal | Free |
| Clean & Merge CSVs | Internal | Free |
Understanding constraints helps you use the tool more effectively.
Exa finds emails from public web sources — these are unverified. Apollo reveal produces verified, deliverable emails and costs ~1 credit per contact. For bulk sending, Apollo-verified emails are strongly recommended.
The platform surfaces what organizations and individuals choose to publish — web pages, press, social posts, listings, profiles. It cannot access private data, internal systems, or non-public records.
Grok has live access to X/Twitter content. It does not search Instagram, LinkedIn, or other platforms. For professional audiences less active on X/Twitter, Exa will surface more intent signals.
For 250 contacts generating all 8 message fields, expect 10-15 minutes. The platform processes 5 contacts in parallel per chunk. A real progress bar tracks completion — not a fake spinner. Do not close the tab during generation.
Saved sessions, client profiles, campaign data, and reference documents are stored in the database — not browser storage. Access your saved work from any device or browser after signing in.
Intelligence is gathered per organization, not per person. All contacts at the same company share the same intel. This keeps costs proportional and avoids redundant searches for large-org campaigns.
The Composer generates better messages when intel slots are populated. Contacts without Hook, Tension, or Timing data will receive generic outreach. Run enrichment first for best results.
Always open exported CSVs using Excel's import wizard rather than double-clicking. This lets you set column types explicitly — preventing Excel from auto-formatting phone numbers, LinkedIn URLs, or long text fields.