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For CROs, business development, sales development, and revenue operations

Prospecting

Create relevant outbound conversations at scale and hand sales the full context.

Round Infinity discovers and enriches target accounts, generates personalized messaging, coordinates approved outreach across channels, responds to replies, qualifies interest, assigns owners, and hands engaged prospects to sales.

Business developmentSales developmentRevenue operations
Prospecting teams creating qualified sales conversations
Who gets the value
Prospects receiving relevant outreach
Teams reaching more qualified accounts
Sales receiving context-rich handoffs
Business impact

What automated prospecting changes.

Research, personalization, outreach, reply handling, qualification, and routing run as one controlled operation instead of disconnected campaigns and rep tasks.

Reach the right accounts with relevance

Use account, contact, industry, role, trigger, and prior-interaction context to generate messaging specific to each prospect.

Respond while intent is fresh

Classify replies, answer approved questions, honor opt-outs, schedule next steps, and escalate buying signals without waiting for a manual queue.

Give sales a qualified handoff

Assign the right owner with the full account, contact, message, response, qualification, consent, and next-action history attached.

From target account to personalized outreach, qualified conversation, and sales handoff.

Campaign rules, consent, suppression, frequency limits, message approvals, responses, and ownership remain traceable across every channel and interaction.

1

Define Audience and Guardrails

Set the ideal customer profile, segments, regions, roles, products, channels, cadence, consent rules, exclusions, and success criteria.

Campaign workflow · Consent · Suppression controls
2

Discover and Enrich Prospects

Identify target accounts and contacts, validate available details, remove duplicates, and combine CRM, third-party, and interaction context.

Research AI · Enrichment integration · Deduplication
3

Generate Personalized Messaging

Create channel-specific messages using the prospect's business, role, relevant trigger, approved offer, evidence, and brand guidance.

Generative AI · Templates · Content approval
4

Run Outreach and Manage Replies

Coordinate email, voice, SMS, messaging, and other approved channels; classify responses; answer governed questions; and adjust the sequence.

Omnichannel orchestration · Auto-response · Scheduling
5

Qualify, Assign, and Hand Off

Score fit and intent, gather missing information, auto-assign by territory or capacity, create the opportunity, and transfer the complete history to sales.

Qualification AI · Routing · CRM handoff
Platform capabilities working across the complete prospecting flow
Audience, consent, and campaign controls
Account and contact data integration
AI research and personalization
Email, voice, SMS, and messaging orchestration
Reply handling, qualification, and routing
Prospecting and conversion dashboards

AI agents research, personalize, engage, qualify, and hand off within your outreach rules.

Each agent follows configured audiences, consent and suppression rules, approved channels, brand guidance, frequency limits, confidence thresholds, escalation paths, and human-review requirements.

Account Discovery Agent

Finds target accounts and contacts, validates fit, enriches available data, and removes duplicates before outreach.

Research and Personalization Agent

Builds a relevant prospect brief and generates role-, account-, trigger-, and channel-specific messaging from approved content.

Outreach Orchestration Agent

Runs approved multichannel sequences, observes timing and frequency rules, and adjusts activity when engagement changes.

Response Management Agent

Classifies replies, answers approved questions, handles opt-outs, schedules meetings, and escalates sensitive or uncertain responses.

Intent and Qualification Agent

Scores fit and engagement, gathers missing information, identifies buying signals, and determines when a prospect is sales-ready.

Assignment and Handoff Agent

Routes qualified prospects by territory, product, priority, and capacity, then creates the sales record with the full interaction history.

See governed prospecting running across your channels, data, and sales process.

We will map your audiences, data sources, outreach channels, message rules, reply types, qualification logic, assignment rules, CRM handoff, and reporting.

Book a focused walkthrough