ZoomInfo prospecting
Search ZoomInfo for target companies and the people inside them, then save the ones worth pursuing to the prospect list. Saved contacts are what the sequencing tool will send to.
Contacts
Everything saved out of ZoomInfo. Contacts carry an enriched email address — this is the list the sequencing tool enrolls from.
Email templates
Reusable copy for sequence steps. Tokens are filled per recipient; the preview shows exactly what the sender will produce.
Sequences
Multi-step outreach to the prospect list. A reply stops the cadence and opens a deal in the pipeline.
Pipeline
Conversations that started. Deals open here automatically when a sequenced prospect replies, with the reply kept as the first note.
Files
Folders and uploads, mirrored into the Google Drive folder configured in Settings. This workspace is the record; Drive is the copy, and the copy is one-way.
Snippets
The paragraphs you type again and again — the pricing answer, the case study, the "here's my
calendar" close. Drop one into an email you're writing from a deal. They carry the same
{{tokens}} as templates, filled in for whoever you're writing to.
Mailbox
Everything sent and everything received, in one list — sequence steps, replies, bounces and mail written by hand. Open tracking is indicative, not proof: plain-text steps carry no pixel, some clients block images, and others pre-fetch them for everyone.
Chat
Conversations with people on consolo.bashara.pt, as they happen. Somebody who arrived from one of your emails is named before they type a word. Switch yourself available to appear in the widget as the person answering — with nobody available it still takes messages, it just stops promising a reply in the next minute.
Web Monitor
Who is on consolo.bashara.pt right now, and who has been. A prospect is named the moment they follow a link from one of your emails — and stays named on every later visit, however they arrive.
Customers
The companies you are delivering to. Each one is what Project Manager works inside, and the people you invite here can sign in to see that customer's projects — the gaps you found, what you propose, and how far each solution has got — and nothing else at all.
Project Manager
The audit and what came of it: every customer, the departments you walked, the process gaps you found ranked by what they cost against what they take to close, what you proposed, and the work that builds it. Customers can be invited to watch their own project.
Reports
The same question at three distances: did the sending work, did anybody come, and did any of it turn into money. Everything here is assembled from the records as they stand — nothing is stored, so a correction shows up the moment it is made.
Notifications
What happened while you were elsewhere. Allow browser notifications and these arrive on your desktop or phone even when the workspace is closed.
Settings
Your account, who else can get in and what they can see, and the credentials the workspace uses to reach ZoomInfo and your mailbox.