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Lisko

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Lisko is a CRM for agencies that make B2B prospecting calls on behalf of their clients, and it comes with the prospect lists. For each client, the Lisko team defines the ideal customer profile with the agency and its client, then builds the list of companies and contacts to call and delivers it directly into that client's portal. New deliveries are marked New and placed at the top of the list, so agents know where to start. Each delivery carries up to six business signals chosen for that client, such as a hiring push, a new director or a funding round, each with a suggested action. Signals add points to a score that grades every company Hot, Warm or Cold, and the Today page and the call queue are ordered by that score. Each client has its own portal, with its own address, name, icon and color. The agency works every portal from one agency space and sees each client's progress and each agent's results. Calls, emails, follow-ups and meetings are logged on each record, and each month the client reads a report by shared link or as a PDF: meetings booked, meetings held, deals won and the return on prospecting. Data is hosted in Canada, in Toronto. Access is set by role in each portal, every support action is recorded in a log with its reason, and the tools for Quebec's Law 25 are built in.

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