Own the CRM and the send: your domain, your reputation

When an agency runs the work for you, relationships often live on their infrastructure. Self-serve tools should park contacts in your Lead CRM so the pipeline stays on your side.

That matters for deliverability, compliance, and long-term ownership of the relationship. Paid plans include send caps and credit pools — contact sales for a quote.

Use marketing templates for Local Finder and Lead Search follow-up. From Lead CRM you can compose to saved people the same way. Track activity (sends, calls) so the team sees what already went out — without handing the inbox to a third-party SDR team.

Unlocked contacts land in Lead CRM with stages (New → Contacted → …), notes, follow-up dates, and a contact history of stage changes, calls, and activity.

Company seats can share a team CRM view: owners/admins see every seat and filter by user; members see only their own unless granted View team CRM. Import CSV always lands on your seat. Need more seats or credits? Individual and company plans are on Pricing.