Spreadsheets drift
Lists get stale fast, and operators lose time reconciling versions.
Outbound execution layer
Outbound workflow software for clean execution
ProspectB2B gives outbound teams a focused execution layer: capture leads, run cadences, and keep pipeline visibility clean without CRM bloat.
Capture → cadence → Kanban
A clear loop that keeps outbound execution tidy.
The problem
Outbound breaks when execution lives in scattered tabs
Operators lose time reconciling lists, chasing handoffs, and rebuilding cadence context every day.
Ownership gets blurry
Handoffs disappear and follow-up falls between teammates.
Follow-up becomes inconsistent
Cadences break when tasks live across tabs and tools.
ProspectB2B keeps execution tight without CRM bloat.
Why this exists
Built for operators who need clean execution, not more tooling
Outbound teams already have a system of record. What they miss is a focused execution layer that keeps daily follow-up consistent, ownership visible, and data clean every week.
Less rework
Fix list quality before outreach, not after the cadence breaks.
Clear ownership
Keep accountability visible across handoffs and stage movement.
Predictable follow-up
Daily queues and weekly reviews keep execution steady.
What it does
Everything needed for daily outbound execution
The workflow is built for operators: capture leads, run cadences, and keep pipeline movement obvious.
Lead capture
Stop working stale lists. Required fields and fit signals keep capture tight.
Cadences
Keep follow-up predictable. Daily queues and due dates show the next action.
Kanban visibility
See stage movement instantly. Operators move leads without CRM bloat.
Ownership
Make handoffs obvious. Primary owner and last-touch keep accountability clear.
Data hygiene
Prevent drift with validation, duplicates checks, and weekly clean-up workflows.
Imports + exports
Import CSVs, export updates, and keep your system of record aligned.
How it works
A simple loop your team can repeat
Capture, execute, review. The loop stays tight so outbound never drifts.
Step 1
Capture leads with context
Import a small list, set required fields, and define owner responsibility.
Step 2
Execute the daily queue
Each step in a cadence becomes a daily task with due dates and visibility.
Step 3
Review in Kanban
Track status, keep next steps visible, and move deals without tab chaos.
Step 4
Clean the data weekly
Remove stale leads, log outcomes, and export clear updates for reporting.
What you get each week
- Cleaned lists with duplicates removed.
- Cadence completion visibility by owner.
- Export-ready status updates for reporting.
- A clear view of what moved and what stalled.
Execution guardrails
- Required fields keep capture consistent.
- Daily queues keep follow-up on time.
- Weekly reviews protect data hygiene.
What it replaces
Replace tab chaos with one execution layer
Less rework, fewer lost handoffs, and more predictable follow-up without heavy CRM overhead.
Before
- Spreadsheet lists that drift out of date within days.
- Multiple tabs for cadences, notes, and ownership.
- Manual handoff notes that get lost.
- Exports that require cleanup every time.
After
- One queue for daily follow-up.
- Clear ownership and last-touch visibility.
- Weekly hygiene reviews built into the loop.
- Clean exports ready for reporting.
Versus spreadsheets
Keep ownership and cadence context in one place instead of chasing versions.
Versus heavy CRM
Stay focused on execution without extra fields, views, and admin overhead.
Use cases
Built for outbound operators
Whether you run a team or work solo, ProspectB2B keeps daily execution tight.
SDR teams
- Keep cadence queues consistent across reps.
- Assign ownership and avoid follow-up gaps.
- Review pipeline movement every week.
Founders running outbound
- Capture leads quickly without a heavy CRM.
- Run a tight cadence loop with clear next steps.
- Review wins and losses in one Kanban view.
Agencies and service teams
- Manage multiple client lists with clean structure.
- Document outreach steps for accountability.
- Export status updates for client reporting.
Research hubs
Connect execution to real list building
Use these hubs when the workflow needs cleaner coverage, shortlists, and regional research.
Integrations
Integrations that fit your stack
Core imports and exports are available today, and the public API already documents Bearer API keys, webhooks, and the OpenAPI surface. Additional native syncs are prioritized from real operator demand.
Imports today
Bring CSVs in with mapped fields so every list follows the same structure.
Exports today
Export status updates and ownership fields for reporting or CRM updates.
Public API today
Public docs, OpenAPI, and webhook guidance are already available for the documented API surface.
Request an integration
Email us at [email protected] with your CRM or SaaS, what you want to sync, and your timeline.
Need API access?
Start with the public developer docs and OpenAPI, then contact us if you need rollout or integration planning for your stack.
FAQ
Product questions
Short answers focused on execution, hygiene, and ownership.
Can I import leads from spreadsheets?
Yes. Import CSV files, map fields once, and keep records consistent across the team.
How do cadences work?
Cadences are multi-step sequences with clear owners and due dates. Each step lands in a daily queue.
How is cadence ownership handled?
Every lead has a primary owner and a last-touch field, so handoffs are visible and accountable.
What does data hygiene include?
Required fields, duplicate checks, and weekly review workflows keep lists clean and ready for execution.
How do imports work with CSV mapping?
Map columns to your fields once, then reuse the mapping to keep imports fast and predictable.
Can I export for reporting?
Yes. Export clean status updates for leadership, clients, or syncing back into your system of record.
Is this a full CRM replacement?
Not always. Many teams use ProspectB2B as the outbound execution layer while another CRM stays the system of record.
Can I use ProspectB2B alongside a CRM?
Yes. Keep the CRM as the source of truth and use ProspectB2B for daily outbound execution.
Do integrations exist today?
Yes. Core imports and exports are available today, and public API docs, OpenAPI, webhooks, and scoped Bearer API keys are already documented for the public API.
What is the integrations roadmap?
We prioritize additional native syncs from real operator requests. Share the system, use case, volume, and timing and we will confirm feasibility and sequencing.
Ready to run outbound without drift?
Start with clean execution
Capture leads, run cadences, and keep weekly hygiene consistent without CRM bloat.
Outbound workflow, without driftClean data, clear ownership, predictable follow-up.
Start free trial →