Prospecting · Accounts

Accounts

Every company you're tracking — added manually, via Google Maps search, or by CSV import. Each row carries its brand-profile + GBP + tech-stack audit state.

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Manage pipelines

Workflow definitions for different sales motions.

Pipeline name *
Description

Stages

Define the columns on the kanban. Drag to reorder. The key is the stable identifier stored on each account (lowercase a-z 0-9 - _). The label is the column header. Color tints the column bar.

Outreach sequence

The email cadence that runs while accounts move through this pipeline.