ProspectB2B is an execution-layer tool that helps outbound teams capture leads, organize daily follow-ups, and manage B2B outbound workflows. Its core goal is to organize the process from "who to contact" to "booking a meeting" into three steps: finding the right companies and contacts, automating follow-up via email and SMS, and moving each deal forward in a readable kanban pipeline.
Main capabilities include:
- Company and contact search: users tell the system the type of target customer, and the system searches for companies, contacts, and consumers according to a set schedule, controlled by a daily budget.
- Automated follow-up with email and SMS sequences: users build a multi-step sequence once, and each lead receives the next touch on time, with replies going to the inbox.
- Kanban pipeline and daily task queue: each lead has an owner, stage, and next action, and the daily queue shows who needs to be contacted that day.
- Working with a CRM: keep the existing CRM as the system of record, and use ProspectB2B to run day-to-day outbound; lead lists can be imported and exported at any time.
How to use it: users apply for a free trial via email, and after gaining access, import a small batch of lead lists and get the first daily task queue the same day. The system automatically runs lead discovery according to the configured search schedule and daily budget, and executes email and SMS follow-up sequences. The team can view the progress of each opportunity in the kanban.
Use cases: SDR teams, founders doing their own outbound, agencies, and B2B service companies. The free trial is 7 days, no credit card required, and can be canceled at any time. During evaluation, teams can confirm whether they can use the daily queue, keep the next action in each record, and review progress in the kanban without falling back to spreadsheets.
Security and trust: it adopts a least-privilege approach, with session permissions scoped only to the minimum experience required, and monitors abnormal access patterns; data remains within the owning account and workspace to avoid unnecessary sharing; role-driven access, visible ownership, and change awareness make handoffs transparent; responsible disclosure and review are handled through a designated email address.
Limitations and missing information: official materials do not provide detailed information such as pricing, specific search data sources, SMS coverage regions, integrated CRM lists, language support, or user count limits, and these details are not currently provided.
