Products
Keep lists of people and companies
Build lists, add columns that fill themselves, import and export CSV, and ask Outreach to find leads.
The CRM keeps lists of people and companies, as fast grids. A list can have columns that fill themselves: an AI answer, a score, or a work email. Outreach can find leads for you, each with the page that shows that it fits. This page tells how to build and fill lists.
Before you begin
- The CRM is a product. A person sees it only when it has the product. See Invite people and choose their roles.
- Finding leads needs Outreach in the troop. The page offers Hire Outreach when you have none.
- The email columns use your own Hunter key. See Hunter.
The parts of the CRM
Open CRM from Products. The sidebar lists its parts while the CRM is open:
| Part | What it holds |
|---|---|
| Lists | Your lists of people or companies. |
| Contacts | Each person, or each company with the tab at the top. |
| Campaigns | Email campaigns. See Send email campaigns. |
| Customers | Who pays the business. See Understand your customers. |
One record exists for each person and each company. Troopy finds a record again by its email, its LinkedIn, its Apollo id or its domain. Thus a person on two lists is one record, and Troopy enriches it one time.
Make a list
- On Lists, select New list.
- Type the List name, and pick what Each row is: People or Companies.
- Pick how to start:
| Start | What it does |
|---|---|
| Empty list | A grid with no rows. Type rows in, or import a file later. |
| Import a CSV file | Reads a CSV file in your browser. The first row names the columns. |
| Find leads | Asks Outreach to find people or companies that fit, with Who do you want to reach? |
| Local businesses | Businesses By kind and city, from open places data. No AI plan is used. |
| Customers from Stripe or PostHog | People who Paid, left or signed up, from your own data. |
- Select Make list.
Import a CSV file
- Select Choose file. A file has 20 MB at most.
- Under Where each column goes, match each column of the file to a column of the list, or Leave out.
- Confirm. Troopy sends 1,000 rows at a time, and goes on where it stopped after a pause.
Find leads with Outreach
- On Lists, type in Who do you want to reach?, such as "Independent dental clinics in Austin, TX that book online".
- Say a little more: what they do, where, and what makes one a fit.
- Send it. Outreach makes a list with a Fits column, and works on it.
A bar over the list shows the orb while Outreach works. Outreach adds the ones that fit, each with the page that shows it. When it has a question, the bar shows it. Then pick Looks good, Find 10 more, or ask for something else.
Outreach checks each lead against what its run saw. That is the page that shows the fit, the site, and an email or a phone on a page that it read.
Columns that fill themselves
- Select Add column, then It fills itself.
- Pick what it fills in:
| Kind | What it gives |
|---|---|
| A short answer, a score, a choice, or Yes or no | An AI answer from the site of each row. Say What should it work out for each row? |
| Contact email | The published email of a company. |
| Work email | The email of a person, from the site of their company, checked with Hunter when connected. |
| Email check | Whether each email reaches its person, with Hunter. |
- Select Try it on 10 rows to see answers first.
- Then fill the rest from the menu of the column header.
| Action of the header | What it does |
|---|---|
| Try it on 10 rows | Fills 10 rows. |
| Fill every empty cell | Fills only rows without an answer, after an estimate. |
| The rows shown | Fills the rows that you picked. |
| Fill every row again | Gives each row a fresh answer, except cells someone typed. |
| Stop filling | Stops the column. |
A cell shows the orb while it works. A cell is filled, Nothing found or Failed. The note and the sources of a cell show under the grid. A fill never changes a cell that a person typed.
Work in the grid
- Type in a cell to change it. The arrow keys move between cells.
- Each column header sorts and filters. Search the list finds rows.
- Columns shows or hides columns.
- Export as CSV downloads the list as a CSV file.
- Remove from list takes the picked rows off the list. The records stay.
A list has 100 columns and 100,000 rows at most. A workspace has 200 lists.
Do not contact
A person on do-not-contact gets no email from a campaign. Anyone adds an entry. Owners and admins take an entry off, except an unsubscribe or a forgotten person. See Send email campaigns.