Hot Prospector

Client database, branded portals, form capture, and bulk actions for agencies
4.4 
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Start by turning scattered spreadsheets and inbox threads into a working roster you can trust. In Hot Prospector, bring in contact lists from CSV or paste rows right into the grid, then match columns in a few clicks. The importer flags duplicates, lets you choose the winning record, and applies tags as data lands. Save common mappings so the next upload is one step. Need to move data out? Download filtered slices or the entire book in seconds for backups, handoffs, or ad platform uploads.

Shape the database around the way you sell. Add your own attributes—text, numbers, dates, checkboxes, dropdowns—and require what matters. Group fields by teams, hide sensitive info behind permissions, and lock validation rules so phone numbers and emails arrive clean. Build smart segments with filters like last activity, source, and owner. From any view, run mass edits, assign reps, update stages, or merge duplicates without leaving the page.

Capture demand wherever it appears. Use the form builder to spin up intake widgets and landing-page blocks with custom questions, consent boxes, and conditional logic. Embed them on your site, attach UTM tracking, and route submissions to the right pipeline automatically. New entries can trigger alerts in Slack, send an acknowledgment email, create a follow-up task, and score the record based on answers. Sales can call, text, or email right from the profile while notes, files, and timelines stay in one place. more

Review Summary

Features

  • Scalable contact ingestion with deduplication
  • Custom attribute designer with validation and permissions
  • Segmentation, saved views, and mass actions
  • Visual intake form builder with conditional logic and UTM tracking
  • Auto-routing to pipelines with tasks, scoring, and notifications
  • Built-in calling, texting, and email from contact profiles
  • Brandable workspaces with custom domain and logo
  • Roles, access controls, and audit history
  • Templates for fields, forms, pipelines, and reports
  • Exports, scheduled summaries, and shareable dashboards
  • Integrations via webhooks and Zapier

How It’s Used

  • Onboard a new client: import legacy spreadsheets, map fields, tag records, and clean duplicates
  • Run a webinar signup: embed a form, pass UTMs, auto-assign to a rep, and trigger reminders
  • Launch a niche campaign: build a segment by industry and last activity, then queue outreach tasks
  • Field service intake: collect photos and consent, route by region, and dispatch same-day calls
  • Talent recruiting: track candidates by stage, share a restricted portal with the hiring manager
  • Data handoff: export a filtered list for an ad audience or a compliance request in one click

Plans & Pricing

Hot Prospector

Custom

Full Customizable Contact Manager
Inbound Marketing Campaigns
Your Customized Phone System
SMS Marketing System
Elite Level Email System
Booking Calendar

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4.4
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