Our all-in-one solution
The Complete Prospecting Toolkit for
Financial Pros
Find the exact people who are perfect for your business and build real relationships so you can get more clients – all from one automated platform.
Our Opportunity
Find and reach your ideal customers
Locate potential buyers quickly and easily with Prospect’s comprehensive and extensive database.
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m+
Contacts
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m+
Companies
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m+
Numbers
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k+
Customers
Our focus
Financial service
professionals
Hundreds of financial companies of all sizes—from startups to Fortune 500s—use Prospects’ software and APIs to attract, engage, and enroll more customers into their financial service businesses.
- CPAs
- Accountants
- Bookkeepers
- Financial Planners
- Financial Analysts
- Advisors
- Claim Adjusters
- Insurance Brokers
- Mortgage Brokers
- Loan Officers
- Investors
- Traders
- Actuarys
- FinTech & more…
Our features
Connecting with your leads
couldn’t be easier
Whether direct messages, InMails, or inviting people to connect, you can personalize your outreach strategy. And with further View & Follow features, maximize your ability to keep track and get results.
Linkedin outreach
You are empowered to create prospecting campaigns as you see fit. Create sequences for specific degree-connections and include ultra personalizations in your invites, messages, and InMails.
What’s more, the number of steps and time delays are entirely up to you. Once you have it all set up, just relax and watch the leads build up in your account.
Learn more about our Linkedin automation features
Email outreach
Bring together your email and LinkedIn outreach with one, user-friendly sequence all in your Prospects account.
Discover low-effort, high-reward prospecting. Combine personalized emails with LinkedIn automation (or not), adding as many steps as you want. Simply select the time delay between the emails and wait for the leads to respond.
Learn more about our email outreach features
Real-time data enrichment
Get the accurate lead data that you need to get deals closed! Our huge database and market-leading automation make multi-channel outreach simple and effective.
Prospects provides key prospect data including:
- Verified work email
- Personal email
- Direct phone number
- Company phone number
- Company funding
Learn more about our real-time data enrichment features
Personalized automated videos
Prospects integrates first of its kind automated video activities into your outreach campaigns to create dynamic workflows that enhance outbound success through video communications.
Video outreach gives your campaigns a dynamic new tool to enhance your ability to connect with prospects. Cut through the noise of traditional text-based messaging with personalized, dynamic video content and make a bigger impact with your target audience.
Learn more about our personalized video features
Pipeline management
Use Prospects’ internal, fully customizable Pipeline or natively connect your CRM to manage your prospects with direct two-way sync. Prospects helps manage hot leads from cold to closed.
Learn more about our pipeline management features
Our integrations
Integrated with
the tools
you
know and love
Seamless integrations to ZoomInfo, and Crunchbase, you will have access to personal, financial, and strategic data from your new prospects.
With Prospects’ advanced data points, you will be able to tailor custom messages and close deals sooner.
Learn how Prospects integrates with your favorite tools
Workspace
Salesforce
Outlook
Zoho
Hubspot
_zapier
Workspace
Salesforce
Outlook
Zoho
Hubspot
_zapier
Workspace
Salesforce
Outlook
Zoho
Hubspot
_zapier
Workspace
Salesforce
Outlook
Zoho
Hubspot
_zapier
Workspace
Salesforce
Outlook
Zoho
Hubspot
_zapier
Workspace
Salesforce
Outlook
Zoho
Hubspot
_zapier
Workspace
Salesforce
Outlook
Zoho
Hubspot
_zapier
Workspace
Salesforce
Outlook
Zoho
Hubspot
_zapier
Workspace
Salesforce
Outlook
Zoho
Hubspot
_zapier
Workspace
Salesforce
Outlook
Zoho
Hubspot
_zapier
Notion
pipedrive
slack
webhooks
Calendly
Pipeline.so
Notion
pipedrive
slack
webhooks
Calendly
Pipeline.so
Notion
pipedrive
slack
webhooks
Calendly
Pipeline.so
Notion
pipedrive
slack
webhooks
Calendly
Pipeline.so
Notion
pipedrive
slack
webhooks
Calendly
Pipeline.so
Notion
pipedrive
slack
webhooks
Calendly
Pipeline.so
Notion
pipedrive
slack
webhooks
Calendly
Pipeline.so
Notion
pipedrive
slack
webhooks
Calendly
Pipeline.so
Notion
pipedrive
slack
webhooks
Calendly
Pipeline.so
Notion
pipedrive
slack
webhooks
Calendly
Pipeline.so
GMail
GDocs
GDrive
GCalendar
LeadConnector
GMail
GDocs
GDrive
GCalendar
LeadConnector
GMail
GDocs
GDrive
GCalendar
LeadConnector
GMail
GDocs
GDrive
GCalendar
LeadConnector
GMail
GDocs
GDrive
GCalendar
LeadConnector
GMail
GDocs
GDrive
GCalendar
LeadConnector
GMail
GDocs
GDrive
GCalendar
LeadConnector
GMail
GDocs
GDrive
GCalendar
LeadConnector
GMail
GDocs
GDrive
GCalendar
LeadConnector
GMail
GDocs
GDrive
GCalendar
LeadConnector
Our customers
Hear how they
rave about us
An average Prospect client experiences growth of $100k+ in annual revenue while saving 42 hours per month.
*based on clients who complete a 12-month subscription with Prospects.
“All the customizable tags make the message stand out from your everyday generic LinkedIn messages.”
Charles Chang
“The automation is so amazing and very easy to use. Highly recommend it!”
Chris Fizzani
“Smart Sequences have quite literally given me everything I’ve needed ALL IN ONE PLACE!”
Mark Hamilton
“Prospects.so’s vast range of features has helped our complex outreach systems operate smoothly.”
Dustin Neufield
“Prospects.so automation allows us to get connected and start conversations in a very simple and cost-effective way!”
Dominique Russo