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Prospectly CRM

An all-in-one outbound infrastructure and revenue workspace for B2B teams and agencies

CRM & Sales
vby vetusko
Prospectly CRM screenshot

About Prospectly CRM

Prospectly CRM is an AI-powered revenue workspace designed for B2B sales teams and agencies to unify lead prospecting, personalized outreach, and pipeline management. It eliminates the need for fragmented tool stacks by combining CRM execution with intelligent automation and AI-driven deal guidance.

Key Features

  • Lead Finder & Enrichment: Discover and validate contacts using advanced filters like industry, tech stack, and buying signals.
  • Evidence-Based Personalization: Generate tailored outreach messaging grounded in real-world business context, websites, and posts.
  • Opportunity-Based Pipeline: Track multiple opportunities per lead across different products or offers with independent stages and statuses.
  • AI Lead Copilot: An intelligent assistant that suggests next steps, drafts follow-ups, prepares call talking points, and summarizes relationship history.
  • Unified Workspace: Manage all actions—including calls, reminders, and status updates—from a single lead view.
  • Multi-Tenant Control: Built for agencies to manage multiple businesses or brands with clean data separation.
  • Automated Outreach: Execute multi-step sequences with built-in deliverability monitoring, A/B testing, and automatic reply detection.

How It Works

  1. Setup: Import your website to auto-generate your business profile and Ideal Customer Profile (ICP).
  2. Prospecting: Use advanced filters to find and enrich high-quality leads.
  3. Execution: Run personalized sequences and manage deals through the unified CRM pipeline.
  4. AI Guidance: Leverage the AI Copilot to determine the next best action and keep deals moving forward.

Frequently asked questions about Prospectly CRM

Is Prospectly suitable for agencies managing multiple clients?+

Yes, the platform includes multi-tenant control, allowing you to manage multiple businesses, brands, or clients with clean data separation and reporting.

How does the CRM handle leads interested in multiple products?+

Prospectly tracks opportunities by product or offer rather than just by contact. This allows one lead to have multiple independent stages and statuses simultaneously.

What kind of AI assistance does the platform provide?+

The AI Lead Copilot provides lead summaries, suggests next best actions, drafts personalized emails, prepares call talking points, and helps manage CRM workflows based on activity history.

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