Lead and Client Finder

Track lead-generation spending, earnings, engagement, and high-potential leads in one place.

See your leads sorted into Cold, Warm and Hot columns by how they engage with their audit report. Open each lead's report analytics or contact record, and set the workflow for each stage.

Choose the workflow that runs when a lead reaches the Hot, Warm or Cold pipeline stage. Hot leads always get a timeline note; Warm and Cold act only when a workflow is selected.

Turn on the providers your lead automations pull leads from and the per-lead enrichments that add data to the audit PDF report. Configure field mapping for each active lead source.

Create and manage lead automations that pull leads from your enabled data sources on a schedule, add them to the CRM as contacts, and generate an audit report for each lead. Check costs and your wallet balance before saving.

Monitor your Widget, Add-on, and MCP credit usage and wallet activity.

View and manage all contacts generated by your lead-generation automations.

Browse, filter, and purchase ready-to-use business leads for your CRM.

Customize the public audit report your prospects see: branding, which sections appear, a white-label domain, pricing, a footer button and embedded widgets. Changes apply to every report link, new and existing.

Open a lead's branded website audit report, regenerate or retry the audit, and view report analytics such as views, visitors, time on page, scroll depth and section engagement.

Pull businesses from Google Places by category and location. Map the returned business fields, such as rating, review count and working hours, to contact custom fields.

Switch on per-lead enrichments such as Review Intelligence, Contact Finder, Page Speed and Decision Makers. Each enabled enrichment adds its data to the lead audit PDF report.

Manage license keys for the Lead Finder browser extension, which sends Google Maps leads into this sub-account's CRM. Generate, show, copy, rename, unbind or revoke keys and see each key's monthly usage. Key limits and allowances come from your plan.

Pull B2B people contacts with name, title, work email, mobile and LinkedIn, filtered by job title, seniority, industry and location. Map the returned fields to contact custom fields.

Pull lead records by audience keyword with state and column filters. Map the returned fields to contact custom fields.

Map the fields a lead source returns to your contact fields and custom fields. Auto-map fields, create missing custom fields in one click and save the mapping for your automations.

Choose which of your sub-account's products count as earnings. Sales of tracked products are credited back to the lead source that produced the contact. Add products with Configure Products and remove them with Stop tracking.

Browse marketplace leads as pins on a map or as a paged list. Hover a pin to see the business category, city, rating and which contact details are available, and see which leads you already own.

Narrow the marketplace by business name, category or city, region, minimum rating, verified email, website, report availability, and hide leads you already own. Clear all filters with one click.

Select leads one by one, by map group, or all in view, then buy them with Buy. The confirmation shows the total, lets you add an optional audit report tier, and delivers contact details to your CRM.

Follow a three-step checklist to enable a data source, create your first automation and pull your first leads. Shows how many free leads remain and links to topping up your wallet.

See all your lead automations with their sources, schedule, last run time and status. Pause or resume, run one now, view its history, edit or delete it, and open leads that were not added to the CRM.

Create or edit a lead automation in two steps: choose data sources and set their search filters, then name it, choose how often it runs, add an optional tag, pick the audit PDF custom field and a showcase snapshot.

Choose an audit report package (bundle price per report) or a custom mix of enrichments, such as Contact Finder, Email Verification, Review Intelligence and Local Rank Tracker. Only enrichments the selected source supports are shown.