Turn outbound prospects into qualifiedleads with complete visibility
Pre-Sales helps outbound sales teams source prospects, qualify companies, log conversations, schedule follow-ups, and convert interested prospects into formal leads through a structured sales workflow.
Prospect capture
Add outbound prospects with key details
Call-first tracking
Log calls, WhatsApp, and notes
Interest qualification
Identify interested and future potential
Lead conversion
Convert qualified prospects into Leads
How It Works
From outbound prospecting to lead conversion. Complete clarity.
Every prospect moves through a structured Pre-Sales journey before becoming a formal Lead.
New Inquiry
Prospect is added into the Pre-Sales module with company, contact, source, and basic qualification details.
Contact Attempted
Call, WhatsApp, email, or virtual outreach is logged against the prospect.
Connected
Conversation happens with the company contact. Interest level and next steps are captured.
Follow-Up Scheduled
Next follow-up date and mode are added, so no prospect is missed or forgotten.
Qualified to Convert
When interest is confirmed or a meeting is scheduled, the prospect becomes ready for Lead conversion.
Converted Lead / Closed
Qualified prospects move into the Lead Manager. Not interested or future potential prospects remain tracked for history.
Core Capabilities
Everything you need to manage Pre-Sales outreach.
Purpose-built for outbound teams that need speed, structure, and complete follow-up visibility.
Prospect Management
Capture company name, city, industry, revenue band, customer segment, contact person, mobile number, and source details.
Outbound Activity Logging
Track calls, WhatsApp, virtual calls, emails, in-person visits, notes, state changes, and follow-up dates.
Follow-Up Tracking
View upcoming and overdue follow-ups so every prospect gets contacted at the right time.
Interest Qualification
Mark prospects as interested, not interested, needs follow-up, or future potential based on actual conversations.
Structured Notes
Capture who was spoken to, current system, pain points, and next step in a clear structured format.
Convert to Lead
Move qualified prospects into the existing Convert to Lead flow with company, contact, and requirement details.
Benefits
What your team gains with Pre-Sales.
Real outcomes that improve outbound sales execution.
Faster Prospecting
Quickly add and manage outbound prospects without unnecessary form complexity.
Better Follow-Up Discipline
Upcoming and overdue follow-ups stay visible, helping teams avoid missed opportunities.
Higher Lead Quality
Only interested or qualified prospects move forward into the formal sales pipeline.
Complete Activity Visibility
Every call, note, status change, and follow-up is recorded in one place.
Manager-Level Control
Managers can view team records, track activity, assign prospects, and monitor conversion progress.
Cleaner Sales Handover
Qualified prospects move into Lead Manager with Pre-Sales source and activity context.
Why Pre-Sales
Manual prospecting vs. Pre-Sales module.
See how a structured Pre-Sales workflow improves outbound sales execution.
Manual Prospecting
Spreadsheet-based
Spreadsheet-based and scattered
Call logging
Notes maintained manually
Follow-up reminders
Easy to miss
Interest qualification
No structured status
Manager visibility
Limited team visibility
Lead conversion
Manual handover to sales
Source tracking
Difficult to identify source
Reporting
Manual calculations
Issues
Spreadsheet-based
Prospect tracking
Call logging
Call logging
Follow-up reminders
Follow-up reminders
Interest qualification
Interest qualification
Manager visibility
Manager visibility
Lead conversion
Lead conversion
Source tracking
Source tracking
Reporting
Reporting
Capability
Prospect tracking
Structured control
Call logging
Structured control
Follow-up reminders
Structured control
Interest qualification
Structured control
Manager visibility
Structured control
Lead conversion
Structured control
Source tracking
Structured control
Reporting
Structured control
Pre-Sales Module
Centralized prospect
Centralized prospect records
Call logging
Activity logs with date and owner
Follow-up reminders
Upcoming and overdue follow-up tracking
Interest qualification
Interest and process state captured
Team-aware visibility
My Records / Team View for managers
Lead progression
Converts into Lead Manager flow
Source tracking
Pre-Sales source and sub-source captured
Dashboard metrics
Dashboard metrics and export support
Outcomes
Centralized prospect records
Active process state
Activity logs with date and owner
Active process state
Upcoming and overdue follow-up tracking
Active process state
Interest and process state captured
Active process state
My Records / Team View for managers
Active process state
Converts into Lead Manager flow
Active process state
Pre-Sales source and sub-source captured
Active process state
Dashboard metrics and export support
Active process state
Ready to bring structure to your pre-sales process?
Book a live demo and see how Knowbuild helps your team capture, qualify, and convert prospects.
