LeadOps: make lead intake manageable.
A usable, browser-only workflow pilot: import a CSV, classify requests, flag duplicates and export a review queue. No login, external API or paid software required. This is deterministic rule-based processing, not generative AI. Human review is required before contacting prospects or making CRM changes.
Discuss a paid pilot for your business →
1. Load inquiries
CSV must include a message or inquiry column; optional: email, name, company, budget. Max 2 MB, 2,000 data rows and 40 columns. Upload only data you have permission to process. Everything stays on your device.
2. Review results
Duplicates and ambiguous cases stay in the export and are flagged for human review. The tool never sends emails, writes to a CRM or deletes records.
| Contact | Suggested queue | Review flag |
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3. Make it a real business workflow
A paid pilot can connect your approved forms or inbox, map your CRM fields, introduce human approvals, logs and robust rules, and measure exceptions. No integration or savings are promised before feasibility and security review.
Request a scoped B2B pilot →