Research before you reveal
Search by company, role, location and seniority. Save the relevant people to a shortlist, then choose which contact details to request.
Sales CRM · Conversations & Acquisition
Apollo Prospecting
Find the right people. Bring the right ones into your CRM.
Research buyers by company, role, location and seniority, then review the people you want to work with before adding them to your pipeline.
app.quipcom.ai
Apollo prospectingIllustrative example
Operations leaders · Travel · India
Shortlisted prospect · fictional data
AM
Alex Morgan
Operations lead · Harbour Line
Company matchReviewed
Contact detailsApproval before reveal
CRM checkCompare before adding
Selected prospect Owned CRM lead
In detail
What Apollo Prospecting does
Part of Conversations & Acquisition in QuipCRM — Sales CRM. Find buyers with Apollo, call with Doocti and prepare messages in the apps your team uses. Keep outreach actions and follow-ups attached to an owned lead.
Keep reveal spending under control
Workspace owners and admins approve paid reveals within configured credit limits. Your connected Apollo account supplies the access and credits.
Add the records you reviewed
Compare provider values with existing CRM records before applying selected fields or adding companies, contacts and leads. Research does not automatically send outreach.
Where it fits
Find your buyer, make the call and prepare the follow-up
Apollo Prospecting is 2 of 8 modules in this area. Each one works on the same record.
The Sales CRM workflow, end to end
Apollo Prospecting supports this flow alongside the other Sales CRM modules.
- 01
Find & capture
Review prospects in Apollo, add selected records, or capture leads through forms, imports and your API-connected sources. Give each lead an owner and a next step.
- 02
Call & follow up
Call through a configured Doocti phone, then prepare a WhatsApp or email draft with the lead’s details. Log the outreach action and schedule the next follow-up.
- 03
Manage
Deals move through eight stages on a visual pipeline. Weighted value recalculates as they move, and high-value negotiations route to a manager for approval.
- 04
Close & learn
QuipAI flags the deals about to slip and the process problems behind the losses. Win/loss analysis turns each closed quarter into something the next one can use.
Who uses it
Who works with Apollo Prospecting
Sales Admin
Imports, exports, bulk operations, templates, scoring setup and data maintenance.
- Apollo connection, reveal approvals and credit limits
- Calling setup and role-based number visibility
- Imports, templates and provider access managed for the workspace
Related
More in Conversations & Acquisition
app.quipcom.ai
Apollo prospectingIllustrative example
Operations leaders · Travel · India
Shortlisted prospect · fictional data
AM
Alex Morgan
Operations lead · Harbour Line
Company matchReviewed
Contact detailsApproval before reveal
CRM checkCompare before adding
Selected prospect Owned CRM lead
Integrations Hub
Prospecting, calling and outreach around the same lead
app.quipcom.ai
Doocti callingIllustrative example
Lead context
Harbour Line
Alex Morgan · Discovery
Doocti phone inside the CRM
Number visibilityRole controlled
Example outcomeCallback requested
Next follow-upFriday · assigned to Alex’s rep
Customer context stays with the lead.
Doocti Calling
Make the call with the lead already in front of you.
app.quipcom.ai
WhatsApp follow-upIllustrative example
Harbour Line · Follow-up draftReview first
Hi Alex, thanks for sharing your team’s sales process. Would Friday work for a walkthrough of your pipeline and follow-ups?
Lead detailsReusable template
Open in WhatsApp
The CRM logs the app-opening action. The rep sends from their own app.
WhatsApp Follow-ups
Start your WhatsApp follow-up from the lead.
Bring one real sales workflow.
We’ll map your prospecting, calling and follow-ups to one pipeline, including the Apollo and Doocti setup your team needs.