PipelineAI CRM Workflows

Build a local B2B prospect list your team will actually call

Turn a trade and a town into real businesses with direct numbers, contact emails and named directors — then get them into the CRM.

5 min read

Bought lists go stale the day they are sold. Lead Finder B2B builds the list fresh from live map listings, fills in the contact details from each business's own website, and checks UK companies against Companies House so you are not calling a dissolved firm.

  1. 1

    Pick the trade you sell to

    Use a preset such as letting agents or warehouses, or type your own plain description.

  2. 2

    Name the town

    A town, city or postcode. Smaller areas give tighter, more callable lists.

  3. 3

    Leave enrichment on

    Email finding reads their own website; the Companies House check adds directors and company status.

  4. 4

    Work top down

    Leads are scored 0–100 on contactability, reputation and whether a named director was found.

  5. 5

    Push the good ones

    One tap sends a lead into PipelineAI CRM with the address, company details and a suggested opener already in the notes.

  6. 6

    Keep the book clean

    Saved leads are remembered, so two people never pitch the same business twice.

The strongest openers come from what is missing: no website, a rating under four stars, or a firm with great reviews and no booking system. All three are visible on the card before you dial.

Try the tools in this guide

PipelineAI CRM

Inbound lead intake, automated deal stages, and customer activity tracking.

Troubleshooting & FAQs