Before Prospect
“Amy, do we have more clients getting onboarded soon?”
“Hi, I still need help with my taxes and expenses?”
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“I'm done, I am taking my portfolio elsewhere”
“TLDR? I didnt get my report”
“Soz, me again, How many emails and calls did you make today ?”
Client meeting cancelled
"We missed client invoices, how?"
"Our payroll is so high with nothing being done, help!"
Slow Client Acquisition
Scattered communication
Lost revenue
WITH Prospect
“Hi Boss, I've found 3 new clients, they are onboarded and invoices paid - what can I help with now?.”
Get started now
Get started now
Built for clarity and momentum.
Plays well with others.
Whether you’re pitching, planning, or presenting, Prospect keeps your numbers sharp and your story clear. Everything’s accurate, synced, and ready when you are.
See Integrations
See Integrations
Balance Summary
$84,000
available of $100,000
Spent
74%
Available
8%
Unallocated
18%
Insight without noise.
Prospect distills raw data into clean, visual summaries that actually make sense. No more spreadsheets, no more guesswork—just meaningful, real-time intelligence.
Explore Insight
Explore Insight
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Rated 4.97/5 from 500+ reviews
Prospect empowers your entire client acquisition, conversion and  retention needs -
all for one low monthly price.
Prospect handles the repeatable with precision—lead generation, prospect conversion and client nurturing —so you can focus on client delivery, not acquisition.

We provide this... and so much more
Request a Call
Request a Call
Email Outreach
We will set up your cold email machine including mailboxes, automations, custom copy for outreach and help you build or grow a direct email list.
LinkedIn Outreach
We optimize your profile, build authority, and run automated outreach campaigns that consistently connect you with qualified prospects.
Digital Ad Management
We create, schedule, and manage strategic content that builds trust, drives engagement, and turns followers into clients.
SEO for google and Chatgpt
We deploy AI-driven SEO strategies that boost visibility, attract high-intent traffic, and convert searchers into new clients.
Auto-nurturing CRM
We automate personalized follow-ups and workflows that keep prospects engaged and move them seamlessly toward becoming clients.
Automated Sales Development Rep
We deploy a trained SDR that qualifies leads, books meetings, and drives consistent sales opportunities without the overhead.
AI Client Management Employees
We build and manage intelligent client systems that streamline onboarding, communication, and retention so you can scale relationships with ease.
Sales and Client Call Analyzer
We analyze calls with AI to uncover insights, track performance, and optimize every conversation for higher conversions.
Custom Client Portals
We design and manage branded portals that give clients seamless access, improve retention, and enhance the overall client experience.
compare Prospect
What makes us better than the competition?
Prospect logo
Competitor
Onboarding time
~30 minutes
3–5 days
Real-time data sync
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Built-in approvals workflow
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AI-powered forecasting
Included
Add-on pricing
Setup cost
$0
$400+
Slack/Teams integration
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Smart automation rules
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User satisfaction (NPS)
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97%
54%
API access
Always
Who knows?
Regular updates
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Sporadic, at best
Need some help?
We’re here to provide support and assistance.
Contact our team
Contact our team
“We now rely on Prospect for all our software needs.”
Meet our Customers
Meet our Customers
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Rated 4.97/5 from 500+ reviews