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CRM preparation

Prepare structured business data for the system your team already uses.

Export consistent business fields, review and deduplicate the records, then map appropriate entries into any CSV-compatible CRM.

Illustrative product preview

CRM preparation

Ready
review and map fields

CSV for review and import

Records

Structured

Contacts

When found

Export

CSV

Consistent columnsReady
Duplicate reviewReview
Selected recordsReview

How it works

Create a clean, review-ready starting point for CRM qualification.

01

Define the market

Define the market, enable the enrichment you need, and retain the job context for review and handoff.

02

Review the result

Review the returned businesses, available contact details, and search status.

03

Export your list

Download the CSV, qualify the records, and move appropriate businesses into your existing workflow.

Where it helps

Spend less time assembling business details.

Feature 01

Consistent columns

Use a repeatable CSV structure instead of copied rows and disconnected notes.

Feature 02

Review before import

Preview records quickly and download the complete available file separately.

Feature 03

Team handoff

Give operations a structured file that is ready to clean, map, and import.

Before you reach out

A business match still needs your review.

Check that each business fits your offer and review its contact details before outreach. Follow applicable privacy and marketing requirements; finding a public contact does not by itself give permission to contact it.

Ready when you are

Build your next local-business list in one workspace.

Choose a business type and location, check library coverage, and prepare a list for review or export.

Prepare local-business research for your CRM | Lead Gatherer