Why outbound needs a follow-up CRM
Finding emails is useless if you cannot see who you already contacted. A Lead CRM next to Lead Search keeps names, titles, companies, and next steps in the same workspace — so you do not paste lists into a second tool every Friday.
B2BLead Lead CRM is built for that motion: people you found or imported, statuses you control, notes you write, follow-up dates (default today when empty), and mail you send from your own SMTP settings.
Pipeline stages that match real outreach
Use stages as honest labels, not vanity dashboards:
- New — just found or imported
- Contacted — you emailed or called
- Replied — they answered
- Qualified — worth deeper work
- Closed — done / won
- Not interested — stop pursuing
Send from CRM without inbox sync
Connect SMTP under Settings (server, user, password). From Lead CRM, open a contact with an email and Send — the same templates as Lead Search. Successful sends can move the contact to Contacted so the pipeline stays honest.
You do not connect Gmail OAuth for inbox reading. Threads live in your mailbox; B2BLead focuses on outbound send + activity matching.
Company team CRM
On company seats, contacts still belong to the member who found or imported them. Owners and admins see the full company CRM and can filter by user. Grant View team CRM on a dedicated seat when someone needs visibility without admin rights (they can view teammates’ contacts; only owners/admins edit others’ records).
How this fits the full stack
Lead Search and Local Finder feed the CRM. AI scoring and enrichment decide who deserves a reveal. Pricing covers Free through Growth and Team/Company seats. For importing existing lists, read Import B2B leads CSV into CRM.