Markets by zip code
A market is a lead list built around one zip code, with its own rows, filters and Refine runs.
Features
Pick a zip code, check what every business around it runs, and call the ones that are due. Lookups through paid services are made on your own keys.
Leads
Markets filled from the map
Build, check and sort a market in the lead table on the Leads page. The table has 36 columns to choose from and is laid out for a desktop screen.
Find businesses
Pull in the businesses around a zip code, one trade at a time, with their addresses and map points.
Location Integration
With your own Location Integration key, see how many locations a brand has and get the phone and website from its listing.
CSV import and export
Load a prospect file into a market, or export a market as a CSV file.
Model sort
Sort rows by fit to your ideal customer profile with a model on your own key. Rows are sorted a second time after the Refine checks.
AI enrichment
Pick rows and enrich them through AI on your own key, with company details by domain and the people at each company.
Custom data search
Search custom data with your own access and add the results to a market.
Shared business registry
Every rep's copy of a business is tied to one shared record, and the whole team reads and edits that record.
Refine
Checks on every business
Run Refine on a market to put each row through the checks below, with a log of every change. Each reading is stored with the date it was taken.
Website and phone
The website and the phone of each business, filled in where the row has none.
Current systems
The systems a business runs today, with how long it has run them.
Platform version age
How far behind the current release a business is.
Past systems
What a business ran before, and how often it has changed.
Financing and filings
What a business has financed and filed, and when the next date on each is due. Oklahoma today, more states as they are added.
Payroll
The monthly payroll a business has reported.
Competitor customers
Which businesses in a market a competitor already serves.
NAICS reading
NAICS industry code for each row.
Franchise matching
Business names matched to their franchise brand.
Volume floor
Businesses under a market's volume floor are left out of your working list.
Take Action
Calls sorted by due date
Each row is dated by the next change due ahead of it. Take Action shows the dated rows from every market, soonest first.
- 1 date per row, the soonest change due
- The reason beside every date
- All your markets in a single list
- Soonest date first
The lead table
A table built for the desk
36 columns
Choose the columns you want shown, and drag a column edge to resize it.
10 filter groups
Filter bar over the table, with 10 more filter groups under More.
Market mix chart
Ring chart and ranked bar over the table with the mix of each market.
Trash and restore
Removed rows are placed in the trash, and you can restore any of them.
Planner
Your week in time blocks
Plan the week in time blocks from the hours you work and the share each part of the job gets, then check the split on the charts.
- Time blocks across the whole week
- Based on your hours and the share each part of the job gets
- Charts of how the week is split
Calendar
Leads placed on days
Put lead rows on days as calls, visits, appointments and tasks. The day view is built for your phone and the week view for your desk.
- Calls, visits, appointments and tasks on days
- Day view for your phone, week view for your desk
- Marked outcomes counted on the Dashboard
- Suggested calls on the day each reading is due
Dashboard
First page of the web app
Dashboard has today's numbers, your goals, your streaks and a chart of the week.
- Daily numbers
- Goals
- Streaks
- A week chart
Android app
A native Android app
Sign in once on each phone with its own device token, and keep working without a signal.
- Native Android screens
- Usable offline
- Device token sign-in
- Same account as the web app
Your own keys
Paid lookups on your own accounts
Paid services are called with the keys you store. Every other check is included in your plan.
With your keys
Location Integration
Your API key: location counts, and the phone and website from a listing.
AI
Your API key: company and people enrichment for the rows you pick.
Model providers
Your key from AI Models: Model sort.
Custom data
Your own custom data access: business search added to a market.
Included in your plan
- Finding the businesses around a zip code
- What each business runs today and ran before
- Financing, filings and payroll readings
- The date of the next change due on each row
Start your next market from a zip code.
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