CallingProspect

AI Sales Operating System

The AI Brain Behind Your Sales Operation.

Know exactly who to call, why they’d buy, and what to say.

CallingProspect connects prospect discovery, prospect research, business intelligence, personalized outreach, call strategy, sales conversations, follow-ups, sales simulations, coaching and client-facing reports — so every step builds on what you already know about the prospect.

Start freeSee how the AI Brain works

AI-assisted · Human-controlled · You approve every message

Luxury MedSpa — Prospect analysis

Business

Luxury MedSpa

Researching signals…

Business intelligence

  • Services & treatment menu
  • Luxury positioning
  • 412 reviews · 4.8 average
  • Daily social activity
  • Appointment-led business model
  • Small front-desk team
0/ 100

Opportunity score

High priority

Why they'd buy

High inquiry volume + small team + appointment-heavy services.

Best sales angle

Capture missed inquiries without adding another full-time employee.

What to say

"Saw you're booking consults through DMs — with 6 staff and 400+ reviews, missed after-hours inquiries are likely costing you consults. Worth a 10-minute look?"

The AI Brain

One intelligence layer, not a pile of disconnected AI tools.

The Brain carries what it learns about each prospect from one step to the next, so research informs outreach, outreach informs the conversation, and every conversation informs what you do next.

  1. 01

    Find

    Discover businesses that match who you sell to, and check what is already in your pipeline.

  2. 02

    Research

    Build an evidence-aware profile from the prospect’s public website and sources you add.

  3. 03

    Understand

    See likely needs, buying signals and a suggested angle — each tied back to its evidence.

  4. 04

    Reach Out

    Draft personalized outreach and an AI call strategy grounded in that research.

  5. 05

    Simulate

    Rehearse the conversation with an AI prospect before the real call.

  6. 06

    Converse

    Paste real replies into Conversation Copilot for suggested responses and next steps.

  7. 07

    Follow Up

    Keep statuses, follow-ups and next actions connected to each prospect.

  8. 08

    Improve

    Use scorecards and coaching to sharpen how you sell, attempt after attempt.

What changed?

New replies, status changes and research updates surface in one place instead of across tabs.

Which prospects need attention?

The Brain highlights prospects with pending replies, due follow-ups or strong signals.

What should happen next?

Each prospect gets a suggested next action based on its research and conversation history.

Why is that recommended?

Recommendations show the evidence behind them, so you can judge them yourself.

You stay in control. CallingProspect suggests and drafts; it never contacts prospects or makes business decisions on your behalf.

Capabilities

Everything in the sales operating system

What each capability does, who it is for, the problem it solves and where it fits in the workflow.

Find and understand prospects

Prospect intelligence that starts from real, public business information.

AI Prospect Research

Researches a business from its website and the public sources you add, then organizes what it finds.

For:
SDRs, founders and agencies preparing for outreach.
Solves:
Hours of manual tab-hopping before every first contact.
In the system:
The research feeds every later step — outreach, call strategy, simulations and reports.
Learn about AI Prospect Research

AI Sales Intelligence

Turns research into an opportunity view: likely needs, signals, priority and a suggested angle.

For:
Sales teams deciding where to spend limited time.
Solves:
Lists of businesses with no clear reason to call any of them.
In the system:
Gives the Brain the context it uses to suggest who needs attention next.
Learn about AI Sales Intelligence

B2B Prospecting

Takes you from finding a business to a researched prospect with a clear next action.

For:
Teams building pipeline in specific industries or locations.
Solves:
Prospecting that stops at a list instead of a plan.
In the system:
The entry point of the operating system: Find → Research → Understand.
Learn about B2B Prospecting

Business Intelligence

Summarizes a prospect’s services, positioning, audience and visible gaps, with sources noted.

For:
Anyone who needs to understand a business before pitching it.
Solves:
Generic pitches that ignore how the business actually operates.
In the system:
Shared context for outreach, conversations and client-facing reports.

Prospect Discovery (Find Prospects)

Searches public pages for businesses that may fit your request, flags ones already in your pipeline, and lets you choose which to research.

For:
Users who need new prospects in a niche or area.
Solves:
Starting from a blank list.
In the system:
Checks your existing CRM first, then suggests new candidates — you decide what to research.

Universal CSV Prospect Import

Imports prospect lists from common CRM and spreadsheet exports, mapping columns and keeping custom fields.

For:
Teams with existing lists in other tools.
Solves:
Re-typing prospects or losing fields when switching tools.
In the system:
Imported prospects can be researched, then flow into the rest of the workflow.
Learn about Universal CSV Prospect Import

Reach out and converse

Personalized outreach and conversation intelligence, with you approving every word.

Personalized Outreach

Drafts messages for email and social channels grounded in the prospect’s research.

For:
SDRs and founders writing first-touch messages.
Solves:
Templates that sound like templates.
In the system:
Uses the research and angle from earlier steps; you edit and send it yourself.
Learn about Personalized Outreach

AI Call Strategy

Builds a prospect-specific call plan: objective, opening, discovery questions, likely objections and next steps, each labeled by how well the evidence supports it.

For:
Anyone preparing for a sales call.
Solves:
Walking into calls with assumptions instead of evidence.
In the system:
Generated from completed research and editable before you use it.

Conversation Copilot

Analyzes the prospect’s reply — intent, objections, buying signals — and suggests a response you can refine.

For:
Reps managing live email or messaging threads.
Solves:
Losing momentum when you are unsure how to answer.
In the system:
Keeps the conversation tied to the prospect’s research and pipeline status.

Sales Follow-Up

Tracks statuses, follow-up dates and next actions for every prospect.

For:
Anyone juggling many open conversations.
Solves:
Deals that go quiet because nobody followed up.
In the system:
Feeds the Brain’s view of which prospects need attention now.
Learn about Sales Follow-Up

AI Sales Assistant / AI Sales Teammate

A personal assistant that reads your pipeline, plans your day and lets you talk a situation through with the Brain.

For:
Busy sellers who want a second opinion on what to do next.
Solves:
Knowing the data exists but not what it means for today.
In the system:
Answers from your own CRM data; it suggests, you decide. It never contacts prospects.

Practice and improve

Sales simulation and coaching that use real prospect context.

Sales Simulation

Practice a conversation with an AI prospect modeled on a researched business.

For:
Reps preparing for important calls and teams training together.
Solves:
Practicing on real prospects.
In the system:
Uses completed research, so the practice matches the real conversation.
Learn about Sales Simulation

Simulation Challenge

Send a structured sales conversation challenge and get a scorecard back.

For:
Hiring managers, trainers, sales schools and team leads.
Solves:
Judging sales skill from a CV or an interview answer.
In the system:
Challenge → AI Sales Conversation → Scorecard → Coaching.

AI Sales Coaching

Scorecards and coaching feedback after each simulation, plus a coach you can ask questions.

For:
Individuals and teams improving their technique.
Solves:
Feedback that is rare, vague or late.
In the system:
Closes the loop: what you learn here improves the next real conversation.
Learn about AI Sales Coaching

Deliver client-facing work

Turn prospect research into professional documents your prospects can read.

Client-Facing Reports

Create editable client documents from completed research, with your workspace branding.

For:
Agencies, consultants and service providers.
Solves:
Rebuilding the same audit or proposal by hand for every prospect.
In the system:
Internal scores and evidence labels stay private; only client-safe content is shown.

Business Audits

A structured review of a prospect’s business, positioning and opportunities.

For:
Consultants and agencies opening a conversation with value.
Solves:
Needing a credible reason to start the conversation.
In the system:
Drafted from research, then edited by you before sharing.

Website Audits

A client-ready review of a prospect’s website and what could be improved.

For:
Web, design and marketing agencies.
Solves:
Audits that take hours to assemble.
In the system:
Built from the same research that powers your outreach.

Growth Opportunity Reports

A focused report on growth opportunities you identified for the prospect.

For:
Growth consultants and agencies.
Solves:
Proposals that don’t show you understand the business.
In the system:
Shares a client-safe view of your research, with your recommended next step.
Compare CallingProspect pricing

Simulation Challenge

See how someone sells before it matters.

Send a structured AI sales conversation challenge. The participant handles a realistic prospect, and you get a scorecard with coaching — a practical aid for SDR training and assessment. It is not a certification and does not guarantee results.

  1. Challenge
  2. AI Sales Conversation
  3. Scorecard
  4. Coaching
Learn about sales simulation

Use cases

  • SDR hiring
  • SDR training
  • Promotion and upskilling
  • Sales schools
  • Team training
  • Objection handling
  • Response-speed assessment
  • Sales coaching

Client-facing reports

Turn prospect research into work your client can read.

Create professional client documents from completed research. Internal scores, evidence labels and notes stay private — clients only see the content you approve.

  • Business Audits
  • Website Audits
  • Sales / Lead Generation Audits
  • Growth Opportunity Reports
  • Service Proposals

What you can do

  • Start from a template or an AI draft based on completed research
  • Edit, reorder, hide and rewrite individual sections
  • Preview exactly what your client will see
  • Share a private link with optional expiry and password, and revoke it any time
  • Export a PDF; eligible plans can export with their own agency branding
  • Create a visual summary card for social or email follow-up

Stop working across disconnected sales tools.

Your prospect data, research, outreach context, conversations, follow-ups, simulations, and sales activity should inform each other.

Traditional sales workflow

  1. Prospect data
  2. Research tabs
  3. Message drafts
  4. Conversation notes
  5. Follow-up lists
  6. Training tools

The CallingProspect workflow

  1. 1Find and research
  2. 2Understand the opportunity
  3. 3Prepare and reach out
  4. 4Learn from replies
  5. 5Follow up with context
  6. 6Improve with every activity

Whatever you sell. Whoever you sell to.

Tell CallingProspect What You Sell.

Three simple inputs. A sales intelligence engine built around your market.

01 — What are you selling?
02 — What industry are you targeting?
03 — What is your niche?

Be as specific as you want. Your niche helps CallingProspect make research and outreach more relevant.

Your CallingProspect context

Selling
SEO
Target
Dental
Niche
Local SEO for Dental Clinics

CallingProspect will use this context to help you:

  • Find relevant prospects
  • Identify buying signals
  • Understand business pain points
  • Prioritize opportunities
  • Prepare sales simulations
  • Create personalized outreach
Build my sales context

Tell CallingProspect what you sell, who you want to reach, and your niche — and build your sales intelligence around that context.

The platform

The AI brain behind your sales operation.

CallingProspect connects those signals so your team can move from finding a prospect to understanding, contacting, conversing, following up, and improving — without losing context along the way.

Prospect Intelligence

  • Business research
  • Owner intelligence
  • Business signals
  • Services
  • Reviews
  • Social activity
  • Positioning

Opportunity Engine

  • Opportunity Score
  • Buying signals
  • Pain points
  • Urgency
  • Likelihood to buy
  • Best sales angle
  • Recommended action

Sales Simulation

  • Realistic prospects
  • Difficulty levels
  • Objection handling
  • Conversation scoring
  • AI coaching

Outreach Engine

  • Instagram DM
  • Email
  • SMS
  • LinkedIn
  • Follow-ups
  • Curiosity hooks

Sales Command Center

  • Priority prospects
  • Follow-ups
  • Research history
  • Next best actions
  • Pipeline

Features

Every capability, shown working.

A connected AI sales intelligence platform for prospecting, conversations, follow-up, and improvement.

01

AI sales teammate

Know what deserves attention next

Your AI sales teammate watches the signals across your sales workflow and helps you understand what deserves attention next.

  • Priority recommendations and important observations
  • Next best actions with pipeline context
  • Sales activity awareness and goal progress

AI sales teammate

What needs you now

Luxury MedSpa

Reply now

Prospect asked about implementation

Northside Dental

Overdue

Follow-up was due yesterday

Glow Esthetics

Next best action

Send the prepared Instagram draft

18 / 25

Weekly follow-ups

Observation

Replies are strongest when outreach mentions booking friction.

02

AI prospect research

Research the context behind the opportunity

Research a business and uncover the context behind the opportunity with evidence and source awareness.

  • Business and publicly available owner or contact intelligence
  • Opportunity analysis, buying signals, and product fit
  • Outreach context with evidence and source awareness

Research run

https://luxurymedspa.com
Sourceluxurymedspa.com
IndustryMed Spa · Aesthetics
PositioningLuxury, results-led
ServicesInjectables, laser, facials
BookingDM + web form
SignalAfter-hours inquiries

03

Prospect discovery

Find prospects before you qualify them

Find potential prospects using public business information, then decide which ones deserve deeper research.

  • Public-business shortlist
  • CRM-first duplicate checking
  • User-controlled handoff to deeper research

Discovery identifies possible fits. You decide which prospects to research and qualify.

Prospect discovery

Med spas · North West · appointment-led
1

Harbor Aesthetics

Med spa · Manchester

2

North & Co Dental

Dental clinic · Leeds

3

Lumina Skin Studio

Aesthetics · Liverpool

04

Universal CSV import

Bring your existing prospect list

Bring your existing prospect list into CallingProspect without rebuilding the work you already have.

  • Apollo, HubSpot, Salesforce, and Google Sheets exports
  • Custom CSV files with reviewable field mapping
  • Imported fields preserved for user-controlled research

CSV import review

prospects-september.csv

Columns detected automatically · Review before import

First NameContact first name
Owner EmailContact email
LinkedIn URLLinkedIn
Account OwnerCustom field

236

Ready

12

Matched

0

Credits

05

Personalized outreach

Relevant outreach, not generic templates

Turn real prospect context into relevant outreach instead of generic templates.

  • Prospect-specific hooks and channel-aware drafts
  • Messages grounded in available research
  • Review, edit, and control every message before use

Outreach engine

Business signal→Context→Personalization
Instagram DM

Saw the spring tox event — with 6 staff, who's answering the DMs that land after close? That's usually 3–5 consults a week.

Cold email

You're running a promotion while booking through DMs and a web form. The gap is after-hours inquiries — here's what that's worth for a 6-person team.

SMS

Quick one — do after-hours consult requests at Luxury MedSpa get answered same day, or Tuesday?

LinkedIn

Noticed Luxury MedSpa is consult-led with a small front desk. I help spas capture the inquiries that arrive outside opening hours.

06

Sales simulation

Practice the conversation before the real conversation

Practice realistic sales scenarios at a natural response pace, then turn the scorecard into focused improvement.

  • Realistic scenarios and objections
  • Scoring across strengths and weaknesses
  • Specific coaching for the next attempt

Sales simulation

BeginnerIntermediateAdvancedExpertElite
Prospect · MedSpa owner

We already have something for that.

You

Totally fair — most spas do. Out of curiosity, when a consult request comes in at 9pm on a Saturday, who picks it up?

Prospect · MedSpa owner

Honestly? Nobody until Tuesday.

Conversation scoring

Discovery
84
Objection handling
72
Rapport
91
Closing
68
Overall
82

07

Conversation Copilot

Know what a reply means and what to say next

When a prospect replies, know what to understand, what matters, and what to say next.

  • Conversation analysis and response suggestions
  • Tone and objective controls
  • Next actions and follow-up context

Conversation Copilot

Prospect

It sounds useful, but we already have a booking system. How is this different?

Intent

Evaluating

Objection

Existing tool

Signal

Asked a question

Recommended response

That makes sense. Your booking system handles scheduled visits — the gap we solve is responding to enquiries before they become bookings.

08

CRM & follow-up

Keep every follow-up connected

Keep prospects, conversations, statuses, and follow-ups connected in one follow-up CRM.

  • Status tracking from new through closed
  • Follow-up queue with due dates
  • Notes, tags and complete research history

Sales command center

87Luxury MedSpa
74Northside Dental
81Serenity Day Spa
62Bright Smile Clinic
90Glow Esthetics

3 follow-ups due this week · notes, tags and full history attached

09

Sales momentum & goals

See whether sales activity is moving forward

See whether your sales activity is moving forward and what deserves attention.

  • Live activity-derived progress
  • Personal and shared goals
  • Clear attention signals

Sales momentum

+24%

Activity momentum

7 actions completed today

Follow-ups18 / 25
Conversations9 / 15
Simulations4 / 5

10

Personal AI assistant

Ask what to work on today

Ask your AI sales teammate who needs a response, what is overdue, and what to do next.

  • Live CRM awareness
  • Priority and overdue guidance
  • Grounded answers from your sales context

Personal assistant

You

What should I work on today?

Three prospects are ready today:

  • · Luxury MedSpa — 87, replied 2 days ago
  • · Glow Esthetics — 90, follow-up due
  • · Serenity Day Spa — 81, consult prep
Who needs a reply?Coach my next call

11

Reports & sharing

Turn sales intelligence into a clear deliverable

Create professional prospect intelligence reports and simulation scorecards for review or sharing.

  • Prospect intelligence reports
  • Simulation scorecards and PDF exports
  • Sharing and applicable agency or enterprise branding

Reports & sharing

Luxury MedSpa intelligence report

87/ 100

Opportunity

High-priority fit

Copy secure link
Download scorecard
Export PDF
Share controls active

AI-assisted. Human-controlled.

AI does the thinking. You stay in control.

CallingProspect uses AI for research, analysis, prioritization, drafting, simulation, coaching, and conversation assistance. It does not contact prospects on its own.

AI helps with

  • Research
  • Analysis
  • Prioritization
  • Drafting
  • Simulation
  • Coaching

You decide

  • Which prospects to research
  • Which prospects to contact
  • Which messages to use
  • When outreach happens
  • What actions are taken

Watch CallingProspect Turn Context Into Action.

One website in. A complete, defensible sales decision out — with every step visible.

  1. Input

    Business website

  2. Research

    Business intelligence

  3. Signals

    Small team · High appointment volume · Active promotions · After-hours demand

  4. Opportunity

    87 / 100 · High priority

  5. Strategy

    Best angle: capture missed inquiries

  6. Simulation

    Practice the conversation

  7. Outreach

    Personalized message

  8. Action

    Contact prospect

Personal assistant

Your personal AI sales teammate.

The assistant answers from your own CallingProspect research, prospects and follow-ups — not from the open internet.

  • Which prospects should I contact today?
  • Show me my highest-value prospects.
  • Why is this prospect high priority?
  • What should I say to this owner?
  • Which prospects haven't been followed up with?

Personal assistant

You

Which prospects should I contact today?

Three prospects are ready today:

  • · Luxury MedSpa — 87, replied 2 days ago
  • · Glow Esthetics — 90, follow-up due
  • · Serenity Day Spa — 81, consult prep
Show me my highest-value prospects.Why is this prospect high priority?What should I say to this owner?Which prospects haven't been followed up with?

Export & sharing

Turn Research Into Professional Intelligence.

Export a clean, client-ready report and choose exactly what it contains.

  • Prospect research summary
  • Opportunity Score
  • Sales recommendations
  • Outreach messages
  • Notes

Report export

Include in report

  • Prospect research summary
  • Opportunity Score
  • Sales recommendations
  • Outreach messages
  • Notes

Luxury MedSpa — Prospect report

Generated by CallingProspect

Who it's for

Built for Anyone Who Sells.

CallingProspect helps sales teams, agencies, consultants, and service businesses understand who they're selling to, uncover buying signals, and know exactly what to say next.

If you sell it to a business, CallingProspect can help you sell it smarter.

Agencies

SEO, web development, branding, marketing, AI, automation and more.

Software & SaaS

CRM, POS, AI platforms, workflow tools and business software.

Professional Services

Consulting, legal, accounting, recruiting, finance and advisory services.

Marketing & Growth

SEO, paid advertising, social media, lead generation and growth services.

Technology & Development

Websites, applications, integrations, custom software and technical solutions.

Business Services

Outsourcing, staffing, operations, security, training and other B2B services.

From healthcare and professional services to SaaS, agencies, local businesses, and everything in between.

What do you sell?

CallingProspect adapts to your offer.

SEOWeb DevelopmentApplicationsAICRMPOSMarketingConsultingSaaSRecruitingAutomationCybersecurityAccountingDesign+ Anything Else
Then tell us who you're targetingYour target industry

Pricing

Plans for Every Stage of Your Sales Operation

Start free, then choose the plan that matches how much research, practice and client reporting you run each month.

AI credits refresh every month on every plan. Quarterly and annual billing change how often you pay, not how many credits you receive.

Free

Try the complete CallingProspect workflow on real prospects

$0forever

  • 25 AI credits / month
  • 1 seat
  • 3 Sales Simulations / month
  • 1 Client Report / month
Start free
See all 19 features
  • AI Prospect Research
  • Business Intelligence
  • Owner Intelligence
  • Opportunity Analysis
  • Product/Service Fit
  • AI Call Strategy
  • Personalized Outreach
  • Follow-Up CRM
  • AI Brain
  • Ask the Brain
  • Conversation Copilot
  • Sales Simulation
  • Sales Scorecards & Coaching
  • Simulation Challenge
  • Prospect Discovery
  • CSV Prospect Import
  • Client Reports
  • Standard shareable client reports
  • Sales Momentum & Goals

Starter

For sellers building their own pipeline

$49/month

$49/month · $125/quarter · $410/year

  • 500 AI credits / month
  • 1 seat
  • 20 Sales Simulations / month
  • 6 Client Reports / month
Choose Starter
See all 20 features
  • AI Prospect Research
  • Business Intelligence
  • Owner Intelligence
  • Opportunity Analysis
  • Product/Service Fit
  • AI Call Strategy
  • Personalized Outreach
  • Follow-Up CRM
  • AI Brain
  • Ask the Brain
  • Conversation Copilot
  • Sales Simulation
  • Sales Scorecards & Coaching
  • Simulation Challenge
  • Prospect Discovery
  • CSV Prospect Import
  • Client Reports
  • Standard shareable client reports
  • Sales Momentum & Goals
  • Credit top-ups

Starter Pro

For full-time prospecting

$79/month

$79/month · $199/quarter · $659/year

  • 750 AI credits / month
  • 1 seat
  • 40 Sales Simulations / month
  • 12 Client Reports / month
Choose Starter Pro

Everything in Starter

See all 20 features
  • AI Prospect Research
  • Business Intelligence
  • Owner Intelligence
  • Opportunity Analysis
  • Product/Service Fit
  • AI Call Strategy
  • Personalized Outreach
  • Follow-Up CRM
  • AI Brain
  • Ask the Brain
  • Conversation Copilot
  • Sales Simulation
  • Sales Scorecards & Coaching
  • Simulation Challenge
  • Prospect Discovery
  • CSV Prospect Import
  • Client Reports
  • Standard shareable client reports
  • Sales Momentum & Goals
  • Credit top-ups
Most Popular

Growth

For sellers who want to improve conversion

$99/month

$99/month · $249/quarter · $829/year

  • 1,000 AI credits / month
  • 1 seat
  • 75 Sales Simulations / month
  • 20 Client Reports / month
Choose Growth

Everything in Starter Pro

See all 20 features
  • AI Prospect Research
  • Business Intelligence
  • Owner Intelligence
  • Opportunity Analysis
  • Product/Service Fit
  • AI Call Strategy
  • Personalized Outreach
  • Follow-Up CRM
  • AI Brain
  • Ask the Brain
  • Conversation Copilot
  • Sales Simulation
  • Sales Scorecards & Coaching
  • Simulation Challenge
  • Prospect Discovery
  • CSV Prospect Import
  • Client Reports
  • Standard shareable client reports
  • Sales Momentum & Goals
  • Credit top-ups

Growth Pro

For high-volume sales workflow

$149/month

$149/month · $379/quarter · $1,249/year

  • 1,500 AI credits / month
  • 1 seat
  • 120 Sales Simulations / month
  • 35 Client Reports / month
Choose Growth Pro

Everything in Growth

See all 20 features
  • AI Prospect Research
  • Business Intelligence
  • Owner Intelligence
  • Opportunity Analysis
  • Product/Service Fit
  • AI Call Strategy
  • Personalized Outreach
  • Follow-Up CRM
  • AI Brain
  • Ask the Brain
  • Conversation Copilot
  • Sales Simulation
  • Sales Scorecards & Coaching
  • Simulation Challenge
  • Prospect Discovery
  • CSV Prospect Import
  • Client Reports
  • Standard shareable client reports
  • Sales Momentum & Goals
  • Credit top-ups

Agency

For teams and client-facing sales agencies

$199/month

$199/month · $499/quarter · $1,669/year

  • 3,000 AI credits / month
  • 5 seats
  • 250 Sales Simulations / month
  • 100 White-Label Client Reports / month
  • Standard Client Reports included
Choose Agency

Everything in Growth Pro, plus

See all 16 features
  • White-Label Client Reports
  • Agency Branding
  • Agency Logo
  • Custom Agency Name
  • Custom Generated-By text
  • Custom PDF Footer
  • Custom Brand Color
  • Client Shareable Reports
  • Visual Share Cards
  • Team Management
  • Team Roles & Permissions
  • Credit Allocation / Spending Limits
  • Team Prospect Visibility Controls
  • Simulation Challenge
  • Sales Momentum & Goals
  • Credit top-ups

Agency Pro

For agencies running sales operations at scale

$499/month

$499/month · $1,269/quarter · $4,199/year

  • 10,000 AI credits / month
  • 15 seats
  • 500 Sales Simulations / month
  • 500 White-Label Client Reports / month
  • Standard Client Reports included
Choose Agency Pro

Everything in Agency

See all 31 features
  • AI Prospect Research
  • Business Intelligence
  • Owner Intelligence
  • Opportunity Analysis
  • Product/Service Fit
  • AI Call Strategy
  • Personalized Outreach
  • Follow-Up CRM
  • AI Brain
  • Ask the Brain
  • Conversation Copilot
  • Sales Simulation
  • Sales Scorecards & Coaching
  • Simulation Challenge
  • Prospect Discovery
  • CSV Prospect Import
  • Client Reports
  • White-Label Client Reports
  • Agency Branding
  • Agency Logo
  • Custom Generated-By text
  • Custom PDF Footer
  • Custom Brand Color
  • Client Shareable Reports
  • Visual Share Cards
  • Team Management
  • Team Roles & Permissions
  • Credit Allocation / Spending Limits
  • Team Prospect Visibility Controls
  • Sales Momentum & Goals
  • Credit top-ups

Enterprise

For organizations running CallingProspect across larger sales operations

Custom

  • Custom AI credit allocation
  • Custom seats
  • Custom Sales Simulation capacity
  • Custom Client Report capacity
  • Custom White-Label Report capacity
  • Custom commercial terms
Contact Sales

Everything in Agency Pro, including

See all 30 features
  • AI Prospect Research
  • Business Intelligence
  • Owner Intelligence
  • Opportunity Analysis
  • Product/Service Fit
  • AI Call Strategy
  • Personalized Outreach
  • Follow-Up CRM
  • AI Brain
  • Ask the Brain
  • Conversation Copilot
  • Sales Simulation
  • Sales Scorecards & Coaching
  • Simulation Challenge
  • Prospect Discovery
  • CSV Prospect Import
  • Client Reports
  • White-Label Client Reports
  • Agency Branding
  • Agency Logo
  • Custom Generated-By text
  • Custom PDF Footer
  • Custom Brand Color
  • Client Shareable Reports
  • Visual Share Cards
  • Team Management
  • Team Roles & Permissions
  • Credit Allocation / Spending Limits
  • Team Prospect Visibility Controls
  • Sales Momentum & Goals

Prices in USD. Credit top-ups: 50 credits for $5, 100 credits for $10, 500 credits for $50. Enterprise is arranged with our team.

FAQ

Questions about CallingProspect

CallingProspect is an AI sales operating system. It connects prospect discovery, prospect research, sales intelligence, personalized outreach, call strategy, conversations, follow-ups, sales simulations, coaching and client-facing reports in one workspace.

It is one connected system for the sales workflow rather than a set of separate AI tools. Context gathered in one step — such as research on a prospect — is reused in the next, from outreach to simulation to follow-up.

It reads a business’s public website and any public sources you add, then organizes services, positioning, likely needs and buying signals, noting where each finding came from. You can edit or enrich the result.

You can discover businesses that may fit, import existing lists by CSV, research them, see which deserve attention and why, and move each one to a clear next action — while you stay in control of every contact.

A prospect-specific call plan created from completed research: objective, natural opening, discovery questions, likely objections, value positioning and next steps. Items are labeled as confirmed, indicated or needing confirmation.

A practice conversation with an AI prospect based on a researched business. When it ends you get a scorecard and coaching, and you can ask the coach follow-up questions.

A structured sales conversation challenge you can send to someone — for example a candidate or a trainee. They complete an AI sales conversation and the result comes back as a scorecard with coaching. It is an assessment aid, not a certification.

Yes. The Agency plan supports a shared workspace with roles (Owner, Admin, Manager, SDR), feature permissions, data visibility rules and credit limits from one shared credit pool.

Yes. You can turn completed research into business audits, website audits, sales and lead generation audits, growth opportunity reports and service proposals, then edit, share by private link or export as PDF.

Yes. The CSV import handles common CRM and spreadsheet exports, lets you map columns and keeps extra fields as custom data.

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The story

From First Signal to Booked Conversation.

  1. 01

    Know Exactly Who to Call.

    Research businesses and discover the strongest prospects.

  2. 02

    Know Why They'd Buy.

    Turn business signals into actionable sales context.

  3. 03

    Know What to Say.

    Generate highly personalized outreach based on real context.

  4. 04

    Practice Before You Have the Conversation.

    Use Sales Simulation to handle objections and improve your sales skills.

  5. 05

    Know What to Do Next.

    Use the CRM, follow-ups and recommendations to turn intelligence into action.

Start with one prospect.

Research a business, see the score, read the message CallingProspect writes for it — then decide.

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