Every person and
company has a record
Acme Corp
Company’s record
Each company in your CRM has its own record.
Tom Becker
Person’s record
Each person in your CRM has their own record.
GoogleTom Becker
Priya Patel
Nina Alvarez
Chris YangLink people and companies
Connect each person to their company, both ways.
Every app fills in
the company record
“Before a call I just open the company record and it’s all there, the last email, the open deal, who I spoke to last. It’s like having notes I never wrote.”
Everything your
sales team needs
Manage deals in pipelines
See where every deal stands, and drag it forward when it moves.
Hunter
Email finder & verifier
Apollo
Contacts & companies
Clearbit
Firmographic data
ZoomInfo
Intent & technographic
Dropcontact
Email finder & enrichment
Enrich lead data
Let WeldAgent enrich a company with its revenue, team size and more.
Hi {{first_name}},
I noticed {{company}} has been growing fast. Your renewal on {{renewal_date}} is coming up...
I’d love to walk your team through what’s new before then. Are you free for a quick call on {{best_time}}?
Set up outreach sequences
Build a follow-up sequence that runs itself until someone writes back.
Group leads into lists
Group leads into lists and take action on the whole group at once.
Nothing about
a record gets lost
Create tasks for leads
Keep a to-do list on every record so nothing gets forgotten.
GoogleDeal requirements
Team updates:
- @Sarah added pricing details
- @Mike updated technical requirements
Everyone on the team can add context, tag teammates, and keep deal notes up to date in real-time.
Notes are saved automatically and always linked to the contact.
Add notes to leads
Keep notes on the record so everyone knows what’s happened.
Sales AgentOwnerSupport AgentEditorResearch AgentEditorOutreach AgentViewerData AgentNo accessControl who sees what
Decide who can see each record, from full access to none at all.
