Help Center

What is Prospecting Free Tier in Agency Sub-Accounts?

The Prospecting Free Tier allows agencies to use core prospecting tools directly within their designated Sub-Accounts. This feature gives you access to lead generation, audit reports, and CRM syncing without needing a Premium subscription. It enables a more streamlined workflow by keeping prospecting activities within the same environment where your contacts, pipelines, and automations are managed.

Key Benefits

Using the Prospecting Free Tier in your Agency Sub-Accounts offers several advantages for your sales and marketing processes.

Unified Workflow: Manage prospecting alongside your existing CRM data and automations in one place.
Rapid Deployment: Start generating leads and reports immediately without a premium upgrade.
Seamless Data Flow: New prospects are automatically added to your Sub-Account's Contacts and Opportunities.
Automated Engagement: Trigger email campaigns, SMS sequences, and other workflows directly from new leads.
Efficient Operations: Reduce the need to switch between different views or accounts.
Strategic Tiering: Use the Free Tier for internal agency prospecting while reserving Premium for client work.

Eligibility and Access

Access to this feature is subject to specific requirements.

The feature is available only for Sub-Accounts that have been marked as "Agency Sub-Accounts."
You must have the $497 Agency Plan to mark a Sub-Account as agency-owned.
The Prospecting feature must be enabled via the Labs toggle within the Sub-Account.
It is not enabled by default for all Sub-Accounts.

Available Features

The Free Tier within Agency Sub-Accounts includes the following core prospecting capabilities.

Business search and lead generation
Creation of audit reports
Management of prospect accounts
Syncing leads directly into the Sub-Account's Contacts and Opportunities
Access to the Prospecting section, including tabs for Prospect Accounts, Prospect AI Widgets, Report Builder, and Settings

How to Set Up Prospecting Free Tier

Step 1: Mark a Sub-Account as an Agency Sub-Account

From the Agency view, navigate to your list of Sub-Accounts. Find the specific Sub-Account you want to enable, click the three-dot menu icon (usually located at the bottom right of the account card), and select the option "Add as Agency Sub-Account."

Step 2: Access Prospecting in the Sub-Account

Open the Sub-Account you just marked. Go to the Marketing section and select Prospecting. You can then click "Add Prospect" to start generating leads or creating audit reports.

Using Prospecting in Your Sub-Account

Once set up, you can use prospecting tools directly within the Sub-Account. Search for businesses and generate detailed audit reports. New prospects are automatically created as contact records and can be added to your opportunity pipeline. This integration allows you to instantly trigger automated workflows for email outreach, SMS follow-ups, and nurture sequences, ensuring prompt engagement with new leads.

Free Tier vs. Premium Prospecting

It's important to understand the difference between the two tiers to choose the right option for your needs.

Free Tier (in Sub-Accounts): Best suited for internal agency prospecting and integrating with your own CRM workflows.
Premium Tier: Designed for client-facing services, white-label reporting, and accessing advanced, scalable features.

Frequently Asked Questions

Why don't I see the Prospecting option in my Sub-Account?

First, confirm that the Sub-Account has been marked as an Agency Sub-Account. Then, check that the Prospecting feature is enabled via the Labs toggle within that Sub-Account.

Does the Free Tier replace Premium Prospecting?

No. Premium Prospecting is still required for advanced features and client-facing use cases.

Can all of my Sub-Accounts use this feature?

No. Only Sub-Accounts that have been specifically marked as Agency Sub-Accounts are eligible.

Is there a specific plan required?

Yes, you must be on the $497 Agency Plan to mark a Sub-Account as agency-owned.

Do leads sync automatically into the CRM?

Yes, prospects you generate will automatically sync into the Contacts and Opportunities sections of the Sub-Account.

Can I run automations on the leads I generate?

Yes, you can configure workflows and campaigns to trigger immediately after a new lead is created.