AI app for sales · no coding needed
Verified prospect research and outreach coordination portal
Reduce duplicated prospecting work while keeping outreach accurate and compliant.
Made for: Sales and marketing teams that find, verify and engage potential customers
What it does for you
The problem
Prospect data, research, outreach and follow-up sit in separate rented tools, so teams re-check the same contacts and lose track of who contacted whom.
What it gives you
Reviewer-approved prospect lists and outreach drafts linked to each account record
What you give it
Permitted profile datafirmographic sourcescampaign historyteam rules
Build your own version of Success.ai, LinkedCRM AI and more
One app with what these 5 AI tools do, yours to keep and change: Success.ai, LinkedCRM AI, Unify AI for Sales Reps, pipl.ai, Autobound for Clay & n8n.
Everything these tools do, in one app
- AI-powered task prioritization Automatically organizes and schedules tasks to optimize daily workflows.Found in Success.ai
- Goal tracking Allows users to set and monitor personal or professional goals with real-time progress updates and reminders.Found in Success.ai
- Calendar and project management integration Connects with popular calendar and project management apps for seamless coordination.Found in Success.ai
- Automated insights and suggestions Provides actionable recommendations based on user behavior and task patterns.Found in Success.ai
- Team collaboration tools Facilitates communication and task delegation within teams.Found in Success.ai
- Automated lead generation Scans professional profiles to extract contact details and identify potential leads.Found in LinkedCRM AI
- Personalized outreach messaging Creates tailored messages to improve engagement rates with prospects.Found in LinkedCRM AI
- CRM integration Seamlessly manages and syncs data across customer relationship management platforms.Found in LinkedCRM AI
- Real-time data updates Keeps contact and prospect information current and relevant.Found in LinkedCRM AI, pipl.ai
- Analytics dashboard Monitors campaign performance and response metrics to optimize outreach strategies.Found in LinkedCRM AI
- AI research reports Provides tailored context on each account to help craft personalized messages and target the right prospects.Found in Unify AI for Sales Reps
- Chrome extension for prospecting Enables easy lead conversion directly through LinkedIn, streamlining the prospecting process.Found in Unify AI for Sales Reps
- Unified task dashboard Centralizes manual outreach activities such as calls, emails, and LinkedIn messages for better workflow management.Found in Unify AI for Sales Reps
- Integrated email replies Allows users to respond to emails from outbound campaigns without leaving the platform.Found in Unify AI for Sales Reps
- Manager oversight and configuration Enables sales managers to monitor and customize reps' workflows to align with team goals.Found in Unify AI for Sales Reps
- Person search Searches across multiple global databases to find detailed information about individuals.Found in pipl.ai
- Identity verification Verifies identities with high accuracy using comprehensive data sources.Found in pipl.ai
- API integration Allows seamless incorporation of search and verification capabilities into existing workflows.Found in pipl.ai
- Detailed reports Generates reports including contact details, social profiles, and background information.Found in pipl.ai
- Workflow automation integration Connects with platforms like Clay and n8n to automate go-to-market workflows.Found in Autobound for Clay & n8n
- Real-time insights Utilizes over 300 real-time insights such as SEC filings, hiring trends, and competitor activity to inform outreach.Found in Autobound for Clay & n8n
- Hyper-personalized message generation Instantly generates brand-safe, personalized outreach messages.Found in Autobound for Clay & n8n
- Moderation and compliance layer Provides built-in moderation and compliance controls for enterprise-grade safety.Found in Autobound for Clay & n8n
- No-code setup Enables users to automate outreach without programming skills.Found in Autobound for Clay & n8n
How it works, step by step
- Search permitted databases and professional profiles for potential leads
- Extract contact details and social profiles into a structured record
- Verify identity and contact accuracy against multiple sources
- Refresh contact and account data on a schedule
- Generate account research briefs from permitted sources
- Surface real-time insights such as filings, hiring trends and competitor activity
- Score and prioritize prospects against the team's criteria
- Draft personalized outreach messages per channel
- Queue calls, emails and social messages in one task dashboard
- Handle email replies inside the platform
- Track goals and progress with reminders
- Sync contacts, activities and outcomes to the CRM
- Show campaign analytics and response metrics
- Apply moderation and compliance checks before sending
- Let managers configure rep workflows and review queues
- Compare the reviewed result with the recorded baseline and value assumptions
- Capture corrections and named-owner approval before consequential use
- Export a versioned reviewer-approved prospect list and outreach draft set with source references and unresolved questions
Build it yourself with your AI system
Build this app yourself, no coding needed
Start with a quick version you can try in a few minutes. Like it? Then build the full app by copying and pasting our step-by-step instructions: everything is prepared for you.
Sign in to see how to build it yourself
Build a quick version to try, or get the full app pack for Verified prospect research and outreach coordination portal with the step-by-step building instructions. You don't need any technical skills: you copy, paste and answer a few questions. Both are included in the membership.
4 Have it built for you days to a few weeks
Rather not do it yourself, or want it fully tailored to your data, your way of working and your brand? Nexibeo builds Verified prospect research and outreach coordination portal with you.
What's in the app pack
Included in the Complete AI Training membership.
- The building instructions your AI follows, step by step
- The questions your AI will ask you about your business before it starts
- A clickable demo you can open in your browser, to see how it should work
- A detailed blueprint of the screens, the information it keeps and the checks it runs
Become a member to get the app packAlready a member? Sign in
The files, for the technically curious
- START-HERE.mdHow to build it with your own AI (read first)3 KB
- README.mdOverview and links5 KB
- questions.mdQuestions to answer before you build2 KB
- prompt-cloudflare.mdThe full build prompt, hosted on Cloudflare27 KB
- prompt-vps.mdThe same build on your own server (Docker)27 KB
- spec.jsonData model, API, AI pipeline, acceptance criteria13 KB
- demo/index.htmlThe working demo on sample data197 KB
Questions
Do I need to know how to code?
No. You copy and paste the prompts on this page into ChatGPT or Claude, and the AI does the building. When it asks you something, you answer in your own words.
What does it cost?
The quick version, the app pack and the step-by-step instructions are for members: you pay the membership price, not a price per app (see the plans). Building the full app uses your own ChatGPT or Claude subscription. Putting it online is often cheap or no cost at the start, and your AI tells you before anything costs money.
How long does it take?
The quick version: about two minutes. The real app: an afternoon for a first version you can use, longer if you want every feature.
Can I change it to fit my business?
Yes. Tell your AI what to change in plain words, like “add a column for the price” or “use our logo and colours”. Or have Nexibeo build and customise it for you.
More detailsHow the AI works, safeguards and what to build first
Reduce duplicated prospecting work while keeping outreach accurate and compliant. For sales and marketing teams that find, verify and engage potential customers, convert permitted profile data, firmographic sources, campaign history and team rules into reviewer-approved prospect lists and outreach drafts linked to each account record. The benefit is a testable hypothesis, measured through verified contacts per research hour and reply-to-meeting conversion on approved sequences; do not assume that AI output alone produces business value.
Confirm the buyer's problem and scope, collect permitted profile data, firmographic sources, campaign history and team rules, then follow this sequence: 1. Search permitted databases and professional profiles for potential leads. 2. Extract contact details and social profiles into a structured record. 3. Verify identity and contact accuracy against multiple sources. 4. Generate account research briefs from permitted sources. 5. Draft personalized outreach messages per channel. Resolve uncertain cases with qualified reviewers, approve reviewer-approved prospect lists and outreach drafts linked to each account record, and measure verified contacts per research hour and reply-to-meeting conversion on approved sequences against a documented baseline.
How the AI works
Use AI to interpret permitted inputs, suggest structured mappings and generate candidate outputs for the search, research and drafting modules. Use deterministic code for deduplication, schema validation, suppression lists and reproducible tests. Review source-linked explanations and uncertainty before accepting results. One approved data-source set and one outreach channel mix; final contact accuracy and send decisions remain human. A model suggestion is never a verified fact, professional decision or authorization to contact a person.
Safeguards
Preserve contact consent, source attribution, suppression lists and outreach permissions. Named reviewers approve substantive changes and send scope. One approved data-source set and one outreach channel mix; final contact accuracy and send decisions remain human. Keep all consequential actions under authorized human control and do not fabricate missing inputs, permissions, professional judgments or market evidence.
What to build first
Pilot scope: One approved data-source set and one outreach channel mix; final contact accuracy and send decisions remain human. Implement one approved input format, a bounded representative case set and the first two task modules: search permitted databases and professional profiles for potential leads; extract contact details and social profiles into a structured record. Support the third module with operator review: verify identity and contact accuracy against multiple sources. Include source references, corrections, basic organization access, approval states, export and value measurement. Use managed operator assistance for unresolved exceptions. The cost estimate covers this narrow prototype, not unrestricted multi-tenant scale, complex production integrations, specialist certification or physical operations.
What it can connect to
Buyer-owned CRM, calendar and project management apps, email sending domains, workflow platforms such as Clay and n8n, and permitted data sources. Start with file exchange and validate destination specifications before promising direct CRM or sending integration. Start with authorized file exchange. Validate current provider access, usage rights and schema behavior before promising a connector.
The screens in detail
Primary screens: Prospect search and verification, Account research brief, Outreach queue and replies, Manager oversight. Use a filterable prospect table, a central account canvas, and a right-hand panel for sources, insights and compliance flags. Let users compare contact versions side by side. Display researched, verified, contacted and replied states. Provide a manager view of rep queues and approval states. Make the task-specific outcome reviewer-approved prospect lists and outreach drafts linked to each account record visible beside its evidence, review state and value baseline.
