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Short, practical guides to getting things done in HuntSales. Already inside the app? Open the help button and ask the assistant for instant answers.
Getting started
HuntSales is an outreach CRM for sales teams. The main areas are in the left sidebar: Dashboard (overview), Workspace (your call/follow-up queue), People Search (find new prospects), Campaigns (email sequences), Contacts and Companies (your data), Import (bring in a CSV), Analytics, and Billing. Most new users start like this: 1. Import or find contacts. 2. Connect a mailbox. 3. Build a campaign. 4. Work the queue in Workspace.
Importing contacts from a CSV
Go to Import in the sidebar, then follow these steps. 1. Upload your CSV file. You can select several CSV files at once if they share the same columns; they import together as one batch (files with different columns are skipped with a message, so import those separately). 2. Map each column in your file to a contact field (name, email, company, phone, title, and so on). Columns you do not map are skipped. 3. Run the import. 4. Review the summary of how many contacts were added and how many duplicates were skipped. Duplicates are detected automatically by email address and by normalised company name, so re-running an import to add new rows will not create duplicates of people already in your list. Imported contacts are private to your workspace and are never added to the shared prospect database. After the import, the Quick Actions panel lets you organise everything from that file in one click: assign to a team member, tag to a campaign, or add to a list. Campaign and list actions cover the whole file including rows that were already in your CRM. Assigning covers the new contacts by default; tick "Also reassign the contacts already in your CRM" to hand 100% of the file (including duplicates) to that person, for example when the list belongs to them. Tip: if you need to assign a file you imported earlier, just import the same file again; everything will be detected as already in your CRM and you can assign it all from the summary.
Finding new prospects with People Search
People Search lets you find new B2B contacts by filters such as job title, function, seniority, country, industry/company keyword, and company headcount. You can also describe who you want in plain English and the AI will set the filters for you. Revealing a contact's email or phone spends People Search credits (phone reveals cost more than email). Singapore is the default location if you do not pick one. Results can be saved straight into your Contacts. There are two tabs with two separate permissions. One tab searches the People Search database of business contacts: browsing and previewing it is free, and adding a contact from it to your CRM spends 1 People Search credit, covered by the "People Search" permission. The Live tab runs a real-time search and reveals fresh email/phone, which spends People Search credits, and is covered by its own "Live Search (uses credits)" permission. Because they are separate, an admin can let a teammate search and add from the database while keeping the credit-spending Live search turned off for them. Live is off by default for every role until an admin grants it. The Live tab has two search depths. Standard search runs on a large indexed database and costs 1 credit per page of 10 results - the everyday workhorse. Deep search is the premium option: it prospects live for the freshest profiles with extra filters (location and industry pickers, "recently changed jobs"), returns 25 results per page, costs 50 credits per page, and is available on the Hunter plan and above. You are asked to confirm the credits before every page, including when you page forward. Both depths cache your results: re-opening a page you fetched in the last 7 days is free and never re-charges you, and a page that comes back empty is fully refunded. In the People Search tab, tick "Hide contacts already in my CRM" under the filters to browse only people you don't have yet. The header checkbox selects every addable contact on the page, and the "Add max" button next to the result counts adds EVERY new contact matching your filters in one go; because each add spends 1 People Search credit, you confirm the credit cost first (up to 10,000 per run). Two related helpers: the Verify button next to a contact's email checks whether the address can receive mail, so you can clean a list before a campaign. It costs 0.5 credits per new address; re-checking the same address within 90 days is free. And enriching a company (the Match ACRA button on a company panel) can fill in its missing website, industry, and office phone number for 1 credit, fully refunded when nothing new is found - the office number is handy because the Call Queue can dial a company's hotline when a person has no direct number.
Find contact details in bulk
Find contact details in bulk is the companion to overnight list builds: a list build delivers new people with their name, job title, company and LinkedIn but no direct contact details, and this looks those details up for a whole selection in one action instead of one contact at a time. Select the contacts on the Contacts page (the header checkbox selects the whole page, or use select-all), open the Actions menu, and choose "Find contact details". This is available on the Hunter plan and above and needs the "Contact Enrichment" permission. You pick which details to look up with checkboxes, in any combination: work email (2 credits each), mobile (8 credits each - the most expensive, so it is never ticked for you), and company hotline (2 credits per company). You are shown the exact per-detail and total cost before anything is charged, and you confirm once. You are only ever charged for details we actually find - a lookup that finds nothing costs nothing. Direct mobile numbers are scarce in Singapore, so a mobile lookup returns a number for only a small share of contacts; as with every detail, you pay only for the ones found. A contact that already has a detail is skipped for free and never looked up again, and the window tells you exactly what was skipped and why. The company hotline is looked up once per company, not once per contact: if twenty selected contacts work at the same company, that is one lookup and one charge of 2 credits, applied to all twenty. Contacts that are not linked to a company are skipped. Small selections run instantly. A very large selection (more than 100 lookups) runs in the background instead - the credits are held up front, the window shows live progress, you can close it and carry on working, and we notify you when it finishes. Anything not found is refunded automatically. Monthly reveal allowances still apply to email and mobile lookups; if a run is bigger than what is left this month, it does as many as fit and tells you the rest were not attempted so you can run it again after the reset. There is an optional "Verify email deliverability first" step. Tick it and every email the run touches - the ones we find and the ones the routed contacts already have - is checked against the mailbox before anyone is enrolled, so a freshly-discovered address that would bounce never goes into a campaign and burns your sending domain. A check costs 0.5 credits per new address and is shown in the total before you confirm; an address checked in the last 90 days is free, and owner accounts are never charged. The full flow is discover, enrich, verify, add to list. Each address is marked Valid, Unknown or Invalid on the contact. This step is ticked for you by default when the destination is a campaign (the safe choice) and left off otherwise, and you can change it either way. You can also pick a destination so the found people are added somewhere automatically when the job finishes - no manual step, no watching it. Under "Then, automatically..." choose to add the found people to a contact list, or enrol them into a drip campaign. This is completely free; the only charge is the lookup and any verification. Adding to a list needs the "Manage Lists" permission and enrolling into a campaign needs the "Campaigns, Email Setup & Replies" permission. For a campaign, only people we find a work email for are enrolled - you cannot email someone with just a phone number - and anyone already enrolled or on your suppression list is skipped. When verification is on, an Invalid address is held back from the campaign but kept in your Contacts, flagged, never silently dropped, and the completion notice reports how many were held. So a job you started at 5pm can have its verified results dripping into a campaign by the time it finishes, whether you were watching or not.
Account Map: browsing the people at a company
Open any company from the Companies page (or a company panel) and use "People at this company" to see who works there, then save the ones you want straight into your CRM against that company. There are two depths, both with the cost shown on the button before you spend anything. 1. Show team (standard) is the default and works on every paid plan. It lists people from a large indexed database, 10 per page, and costs 1 credit per page. 2. Deep scan is the premium option and is available on the Hunter plan and above. It prospects live for a fuller, fresher team list, 25 per page, and costs 50 credits per page. On a plan below Hunter the button explains how to upgrade instead of charging you. You confirm the credits before every page, including when you load more, so there is never a silent charge. Re-opening a company you viewed in the last 7 days is free (the results are cached) and a page that comes back empty is fully refunded. Saving people into your CRM from here spends People Search credits at the same rate as adding from anywhere else (1 credit per contact), and skips anyone already in your CRM. Tick the people you want and choose Save to CRM; they are added and linked to the company automatically.
Research brief: AI account research on a company
Open any company from the Companies page and use the Research brief section to get a one-click AI account brief: what the company does, its momentum (growth, funding, hiring, news), workplace signals from employee reviews, and 2-3 concrete talking points on how to approach it. A brief costs 10 AI credits, shown on the button and confirmed before anything is spent, and the feature is available on the Hunter plan and above. If the research cannot find enough public information about the company, you are not charged. Each workspace can generate up to 5 briefs per day. The brief is saved on the company, so your whole team sees it when they open the drawer. Press Refresh to write a new one (another 10 AI credits). The research gathered about a company is kept for 30 days, so refreshing within that window reuses it and is faster. A company with a website saved gets noticeably better research, so enrich the company first if the brief looks thin.
Filling in missing titles and companies
When you import a CSV that has names but is missing job titles or companies, the import summary offers an optional enrichment step to fill those gaps. It appears as a "Fill in missing titles & companies" panel on the final step, available on any paid plan. It tells you how many of the just-imported rows are missing a title or company, and the button shows the cost before you spend anything: 4 credits per matched contact. You are only charged for rows we can actually match to a person; rows we cannot match are free, and if nothing matches at all you are not charged anything. You confirm the total before it runs, so there is never a silent charge. Enrichment looks up each incomplete contact by their name (and email or company if present), and when it finds them it fills in the missing job title and links them to their company. It runs on the newly imported contacts from that file, up to a batch per run. It does not touch rows that already have both a title and a company.
Identifying an unknown sender in Replies
Sometimes a reply lands in your Replies inbox from an email address that is not yet a contact in your CRM. When you open that conversation, an "Identify sender" button appears in the thread header, with its 10-credit cost shown right on the button. It is available on any paid plan. Click it and confirm, and we look up who is behind that email address and, when we find them, save them into your CRM as a new contact (with their job title and company) and link the conversation to them. You are charged 10 credits only when we successfully identify the sender; if we cannot identify them, it is completely free and you can still reply to them from the inbox as usual. The cost is always confirmed before it spends, so there is no silent charge.
Credits: People Search vs AI
There are two separate monthly credit pools, both shown in the Usage meter at the bottom of the sidebar and on the Billing page. (1) People Search credits power contact and company lookups and email/phone reveals. Adding a prospect to your CRM spends 1 People Search credit; browsing and previewing the People Search database stays free. Each plan also includes a monthly reveal allowance sized to what its credits can buy if the whole allowance went to one reveal type, so the two figures are alternatives rather than a pair you can hit at once: up to 12 email or 3 phone reveals on Free, 125 or 31 on Scout, 750 or 187 on Hunter, and 5,000 or 1,250 on Apex. Within your plan credits you will never hit it; it matters mainly when spending large top-up packs on reveals. A phone reveal costs 7 credits and an email reveal 1 credit (plus 1 to collect the contact); the allowance resets on the 1st of each month, and a blocked reveal shows exactly how much is left and when it resets. Searching also uses this pool: a standard Live search page costs 1 credit, a Deep search page (25 fresh live results, Hunter plan and above) costs 50 credits, and re-viewing a page you fetched in the last 7 days is free. (2) AI credits are a separate pool that powers the AI features: the Copilot, the AI email writer, AI search parsing, and AI reply classification (which sorts your campaign replies by intent and costs 1 AI credit per reply). The two pools do not share a balance. Both reset at the start of each month, and the Usage meter shows how many days until the reset. If you run out, you can wait for the monthly reset or upgrade your plan for a larger allowance. Two smaller actions to know: enriching a company's missing website, industry or phone (the Match ACRA button on a company panel also runs this step) costs 1 People Search credit and is fully refunded when nothing new is found, and verifying a contact's email (the Verify button next to their address) costs 0.5 People Search credits per new address, with re-checks of the same address within 90 days free.
Connecting a mailbox
To send campaign emails you connect a sending mailbox under Campaigns / email settings. You can connect Gmail or Microsoft/Outlook accounts. Each plan allows a certain number of mailboxes (Free 1, Scout 3, Hunter 10, Apex unlimited). Connecting more than one mailbox lets you spread sending volume and protect deliverability. Newly connected mailboxes go through a warmup period to build sender reputation.
Managed Inbox (coming soon)
Managed Inbox is a planned add-on where HuntSales provisions ready-to-send mailboxes and warms them up for you, so you can scale sending without buying and configuring your own domains and inboxes. It is not released yet; you will see it marked "Coming soon" in Email Settings. Until it ships, connect your own Gmail, Microsoft/Outlook, or SMTP mailbox under Campaigns / email settings, which is fully supported today.
Building a campaign and sequences
A campaign is an email sequence: one or more steps sent to a list of contacts over time. Create a campaign under Campaigns, choose your contacts, write the steps (you can use the AI email writer to draft them and use variables like first name and company name for personalisation), set the timing between steps, then start it. You can also restrict when emails go out with a send window (days, hours, timezone) and optionally skip public holidays for Singapore, Malaysia, Indonesia, and Philippines timezones. Replies are detected automatically and stop the sequence for that contact so you never email someone who already replied. Replies show up in the Replies tab under Campaigns, where AI sorts them by intent (interested, wants a meeting, question, not interested, and so on) so you can spot hot replies fast; each reply is classified for 1 AI credit. A/B testing and sequences are available on paid plans. For A/B testing you add a variant B to a step: the "Generate A/B" button in the email editor writes variant A (if it is empty) plus a distinct variant B in one click, or you can write variant B yourself on its own tab (the Generate, Improve and other AI buttons act on whichever variant tab you are viewing). Set the split, meaning the share of contacts who receive variant B. If you try to launch with an incomplete variant B (a subject but no body, or a body but no subject) the app warns you first, because that group would otherwise fall back to variant A's content; you can fix variant B or choose to launch anyway. Once a step has enough sends you can declare a winning variant, and the rest of the audience receives the winner. When you launch a large campaign the campaign goes live immediately and its contacts are enrolled in the background over the next minute or two, so the Launch button confirms right away instead of waiting for every contact; a smaller campaign enrols instantly and shows the exact count. Either way, actual sending then starts on the campaign's normal schedule and send window. Follow-up steps can also target by engagement: when adding or editing a step (from step 2 onward), "Send this step to" lets you choose Everyone (default), only openers of previous steps, only clickers, only repliers, or only contacts who did NOT open previous steps (useful for a different-angle retry). Contacts who do not match simply skip that step and continue to the next one. The repliers option is special: normally a reply ends the sequence for that contact, but if a later step targets repliers, a contact who replies branches to that step instead of stopping.
Skipping public holidays in a campaign
Each campaign can skip sending on public holidays. Turn on "Skip public holidays" in the campaign's Settings tab (in the Send Window section) or when creating a campaign. The holiday calendar follows the campaign's send window timezone: Singapore, Malaysia, Indonesia (Jakarta), and Philippines (Manila) are supported; for any other timezone the toggle has no effect and shows as disabled. When a send would land on a public holiday, it is deferred to the next allowed day at the start of the send window, so nothing is lost. The setting is off by default on every campaign, and the built-in calendar currently covers 2026 holidays.
Per-day send times and saved schedule presets
A campaign's send window (in the Settings tab, Send Window section) can use a different time range for each weekday. Turn on "Different time per day" and set a start and end for each selected send day — for example Monday to Thursday 09:00 to 17:00 but Friday only 09:00 to 12:00. Days you leave untouched use the campaign's main start and end time. When it is off, one window applies to every day, exactly as before, so existing campaigns are unchanged until you opt in. You can also save the whole schedule — days, hours, timezone, and any per-day times — as a named preset with "Save current" in the same Send Window section, then re-apply it to any campaign later from either the Settings tab or the launch dialog. Presets are shared across the workspace. Emails due outside a day's window are never dropped; they are held and sent at the next allowed time.
Sending limits
Only the Free plan has an enforced monthly send cap (200 emails); the app stops sending once you hit it, with a prompt to upgrade. Paid plans (Scout, Hunter, Apex) have no monthly account cap, so the Sending Limits tab shows monthly usage as "Unlimited" and your volume follows your own mailbox limits rather than a platform throttle. To protect your sender reputation, each mailbox still has its own daily safe-send limit (set per mailbox under Email Settings, with optional warm-up that ramps it up gradually). Spreading sends across multiple mailboxes and warming them up helps deliverability. Each mailbox also has a Send interval (a minimum and maximum number of seconds between sends): instead of firing its whole batch at once, the mailbox waits a random gap in that range before each next send, which looks more human to inbox providers and protects deliverability, especially on new or warming mailboxes. The default is 90 to 180 seconds and you can change it per mailbox under Email Settings. Because each mailbox paces itself, using several mailboxes on a campaign still sends quickly overall while no single inbox bursts.
Verified opens, bounces, and the recipients list
The campaign Analytics tab shows Total Sent, Open Rate, Click Rate, Reply Rate, Bounce Rate, and Unsubscribed. Click any of those cards to see exactly WHO is behind the number: the recipients list shows each person, when they engaged, how many times they opened, which link they clicked, their reply intent, bounce type, or unsubscribe reason, plus which teammate's mailbox sent to them, and clicking a person opens their contact record. Open and click rates show a second "manual" figure: opens and clicks by real recipients acting themselves. Email providers and security tools generate automated activity (corporate scanners pre-click every link, some services pre-load images), so the raw number can overstate real interest. Every open and click is classified: manual actions count toward the manual figure; automated hits from security scanners and instant prefetches are excluded; opens through Apple's Mail privacy relay are shown separately as "privacy proxy" because Apple pre-loads emails for every Apple Mail user whether or not they actually opened (no email tool can confirm those). A click or a reply from a real person is the strongest signal of genuine interest. Bounces are detected on both sending paths: platform sends report bounces directly, and connected mailboxes (Gmail, Microsoft, SMTP) have their bounce-back "mail delivery failed" messages read from the inbox by the reply sync. A hard bounce (address does not exist) automatically marks the contact's email invalid, adds them to the unsubscribe list, and stops their sequence so dead addresses never receive follow-ups; a soft bounce (mailbox full, temporary issue) is recorded but sending can continue. Out-of-office auto-replies do not count as replies (or opens) and do not stop the sequence, but they DO confirm delivery: the person is just away, so follow-ups continue as scheduled and the send is marked delivered. A reply that asks to unsubscribe is honoured automatically: the contact is added to the opt-out list, not just labelled. One connection note: a Gmail mailbox connected via Google sign-in is send-only (Google restricts inbox reading), so replies and bounces are not synced back for it. Connect Gmail with an app password instead to get full reply + bounce sync.
Send priority when the daily cap is reached
Each campaign has a Send priority setting that decides which emails go out first when you run out of daily send allowance and cannot send everything that is due. Set it when creating a campaign or later in the campaign's Settings tab (in the Send Window section). There are three modes: "Even (oldest first)" is the default and sends whatever has been waiting longest, treating first-touches and follow-ups equally; "New contacts first" pushes brand-new first emails ahead of follow-ups, so you keep reaching fresh prospects; "Follow-ups first" pushes later sequence steps ahead of new first emails, so you finish conversations you have already started before opening new ones. This only changes anything on days when your daily send limit binds and some emails have to wait until tomorrow; if you have plenty of allowance, everything sends regardless and the order does not matter. The setting is Even by default on every campaign, so existing campaigns behave exactly as before unless you change it.
Pipeline, statuses and logging calls
The Pipeline board tracks prospects across statuses: Prospect, Contacted, Follow-Up, Appointment Scheduled, Converted, Not Interested, Do Not Call, and Invalid. The Workspace is the day-to-day view of contacts that are due for a call or follow-up, so telemarketers and reps can work a focused queue. There are two ways to change a contact's status, and they do different things. 1. Log a Call (on the contact's panel). Use this whenever you have just spoken to or tried to reach the prospect. Pick the outcome and save: the status updates automatically, and the call, your notes and the follow-up date are recorded on the timeline. The follow-up date is optional: use the +1d/+3d/+7d shortcuts, pick any date, or choose None if no follow-up is needed (the contact then leaves the follow-up queue). This is the path that feeds call analytics, Team Pulse and conversion goals, so always log real calls here rather than changing the status by hand. 2. The status dropdown (top right of the contact's panel). This changes the status only; no call is recorded. Use it for changes that happened off the phone: a prospect who booked a meeting by email, correcting a wrong status, a cancelled appointment, or reactivating an old contact. There is also a Follow-up section on the contact's panel where anyone can set or change the next follow-up date without logging a call: pick a date, use the +1d/+3d/+7d shortcuts, or choose None if no follow-up is needed (the contact then leaves the due queue and won't show as overdue). Rule of thumb: if it happened on a call, log the call and let the status follow. If it happened off the phone, set the status from the dropdown and the next step in the Follow-up section.
Contacts, companies and lists
Contacts and Companies hold your data. You can organise contacts into Lists (for example by campaign, territory or segment) from the Contacts page, and superadmins can share a list with specific teammates. Edits to a contact's email or phone may require approval depending on your role. Exporting contacts to CSV is controlled to protect your lead data: it requires the "Export Contacts" permission, which is off by default for EVERY role including Super Admin (grant it per role under Team in the Permissions tab; admins can grant it to their own role), and it is available on the Scout plan and above (the Free plan cannot export). The same rule covers exporting list views, People Search results, the suppression list and campaign engagement exports (on an email campaign's Contacts tab you can export the Openers, Clickers or Repliers as CSV), and every export is recorded in the audit log with who exported and how many rows. Report exports (such as the activities report) are controlled by the separate "Export Reports" permission.
Adding team members and seats
Invite teammates under Team. Billing is per seat: the first user is included and each additional user is charged. The Free plan is limited to 1 user; paid plans allow more. When you add or remove a user, your subscription updates automatically. Roles (superadmin, consultant, telemarketer) control what each member can see and do, and the fine-grained permissions behind each role are managed under Team in the Permissions tab, where the matrix is grouped to mirror the sidebar. Two permissions worth calling out: "Automations" lets a role build, edit and run workflow automations on the canvas, including AI agent steps, connectors and scheduled triggers; because running automations can send email, edit contacts and spend AI credits, grant it deliberately. "Watchlists & Signals" lets a role subscribe to signal-catalog presets and create or run watchlists, whose scheduled runs may add companies and contacts and send notifications. Also note the permission formerly named "Workspace" is now "Workspace & Call Queue": it covers both the Workspace (lead stages and follow-ups) and the Call Queue page that works a contact list one call after another. Workspace-wide customisation lives on the Settings page (Admin section of the sidebar, at /settings/workspace): restricting prospects to their assignee, allowing multiple assignees per contact, the organisation timezone used to bucket report hours, the default tab a contact opens on, notification preferences that mute chosen alert types for the whole workspace, revenue forecast defaults, the Fireflies meeting-sync integration, and pointers to the other options you can tailor (signal groups on the Signals feed, conversion goals, data contribution to the shared contact pool, and each member's light or dark theme). Everyone also has a personal section there with browser notification reminders and a product tour replay; the workspace section is admins only.
Control who can spend credits
You decide which team members are allowed to use each feature that spends credits, so credits are not burned by accident. Open Team, then the Permissions tab, and look at the Credit usage category in the matrix. Every credit-consuming feature has its own switch there, granted or removed per role: Email Verification (0.5 credits per new address), AI Research Brief (10 AI credits per brief), Account Map deep scan (50 credits per page), and Contact Enrichment (fill a missing email or phone, enrich imported contacts, and identify inbound senders, priced per enriched contact). Turn a switch off for a role and members with that role can no longer start that spend; the feature's buttons explain they do not have access instead of charging. Two more credit-spending capabilities live in their own categories: People Search Live reveals and searches sit under the Discover category (the "People Search Live" switch), and subscribing to or running signals and watchlists, including the paid market and LinkedIn signals, sits under the "Watchlists & Signals" switch. If your plan supports per-member overrides you can also grant or remove a capability for one person without changing their whole role. Super Admins and the workspace owner always keep access. Because these switches gate who can spend, review them when you add a new teammate so a new rep starts with exactly the credit-spending features you intend.
Plans and billing
Plans are Free, Scout, Hunter and Apex, billed monthly or annually (annual is cheaper per month). You can change plan or manage payment under Billing. During the launch there is a discount and contacts are unlimited on every plan. Higher plans include more mailboxes, more People Search and AI credits, higher or unlimited send caps, and more advanced features.
Using the AI Copilot
The Copilot is the floating assistant inside the app. It can answer questions about your own CRM data and help you take actions (for example summarising a contact, checking your queue, or drafting a campaign), asking you to confirm before it changes anything. Each Copilot message spends AI credits. The Copilot is different from this support chat: this support chat answers how-to questions about using HuntSales. The Copilot can run your outreach end to end. It can build contact lists (including adding leads from People Search, which spends People Search credits), create draft campaigns, write and edit sequence steps, set the sending mailbox and send window, enrol a whole contact list into a campaign, pause or resume a campaign, and launch it. It can also do live research beyond your CRM: ask about a company's background, recent news, or a market, and it looks the answer up on the spot. Research lookups are included in the normal Copilot message price (no extra charge) and are limited to 3 lookups per message. Anything that spends credits, enrols contacts, or starts real sending shows you a summary and waits for your explicit confirmation first. Draft creation and step edits are low-risk because a draft never sends anything until you launch it. One step stays manual: connecting a mailbox (the Google, Microsoft, or SMTP sign-in) is always done by you under Email Settings; the Copilot then works with whichever mailboxes are already connected.
Connect your own AI (MCP keys)
You can connect your own Claude, ChatGPT, or any MCP client to HuntSales with an API key and have it run your CRM for you. This is separate from the built-in Copilot: here you bring your own AI and point it at HuntSales over MCP (Model Context Protocol). Full setup steps are at /docs/mcp. How to connect: open Admin, then Developer, and create an API key. Every member can do this, the page is not admin-only. Give the key a name, copy it (it is shown once), and add it to your AI client. You can revoke your own keys any time from the same page. Keys are personal and inherit your role. A key can do exactly what YOUR role can do in the app, no more: there is no scope picking at creation, and every API call re-checks your CURRENT role permissions. If an admin changes your role, all your keys follow immediately; if a member is removed from the team, their keys stop working entirely. Admins (superadmins) see every key in the workspace under Developer with its owner, and can revoke any of them. A superadmin's own keys can do everything. What the role ceiling means in practice: searching prospects and revealing their emails/phones over the API needs the Live Search permission (reveals spend People Search credits). Adding People Search prospects needs People Search, and each add spends 1 People Search credit. Creating and updating contacts, moving pipeline stages, and building lists needs Edit Contacts. Building campaigns, enrolling contacts, and launching needs Campaigns, Email Setup & Replies. Managing webhook endpoints over the API needs Automations. Reading your contacts, pipeline, contact lists, connected mailboxes, and credit balances is available to every member's key, but if your role lacks View All Contacts, your key reads only the contacts assigned or co-assigned to you plus unassigned ones, exactly as in the app. Mailbox reads cover the address, provider, status, and daily limit only; credentials are never exposed. Safety model: the tools that add, spend, or start real sending (adding prospects, creating a list from a filter, enrolling a list, launching a campaign, and resuming a paused or editing a live one) run a dry-run preview first and then wait for your explicit confirm before doing anything. Creating a draft campaign, adding contacts to a list, and editing a draft apply straight away because a draft never sends until you launch it. Revealing prospect contact details spends credits on each call over the API. Per-call caps apply: adding is capped at 500 prospects per call and enrolling individual contacts at 2,000 per call. Launching checks the campaign has at least one step, a sending mailbox, and enrolled contacts, then only flips it live; your normal mailbox warm-up, daily and monthly send caps, and send window still pace the actual sending exactly as they do in the app. Connecting a mailbox stays a manual step you do in Email Settings; the AI can list your connected mailboxes but never sees their credentials. Writes fire your automations and webhooks exactly as the same action in the app would, so moving a contact's stage over the API can trigger any automation you have set up for that stage change. Every write the AI makes is recorded in the audit log, and revoking the key cuts access immediately. A typical end-to-end ask, if your role includes the adding and campaign permissions, is something like: find HR managers in Singapore in People Search, add 200 into a new list, draft a 2-step campaign on your connected mailbox, enrol the list, preview the launch, and launch it once you confirm.
Automations (the canvas builder)
Automations are in beta and still under active development, so the canvas builder will keep changing while we refine it. Automations run a sequence of steps automatically when something happens in your CRM. Build them on a visual canvas at Workflows in the sidebar. Available on the Hunter and Apex plans. The Automations page has two tabs. "Your automations" lists what you have built, grouped by status (Active, Paused, Drafts) with run counts. "Recipe catalog" is a gallery of ready-made automations grouped by job (Popular, Notifications, Follow-ups, Deliverability, Scheduled, Sync and connectors, AI plays), for example "Reply, then stop campaigns for that contact", "Deal won, then log to Google Sheet", or "Every Monday 9am, then pipeline review task". Click "Use this" and it drops a fully wired draft you can tweak and activate. Each recipe card shows small app icons for the tools it touches (Slack, Discord, Telegram, WhatsApp, Google Sheets, Calendar, a webhook, a schedule, or the AI agent) plus a cost chip: green "Free" for recipes with no AI step, or the estimated AI credits per run for AI plays, so cost is visible before you pick one. A search box at the top of the catalog filters every recipe by app or keyword, so typing "google sheets" surfaces every recipe that writes to a sheet. How to build one from scratch: open Workflows, click New automation, then drag nodes from the left palette onto the canvas and connect them top-to-bottom. Every automation starts with one Trigger (for example "Reply received", "Deal won", "Contact created", an Incoming webhook, or a Schedule), then flows into Logic and Action steps. Click any node to configure it in the right-hand panel. Click Save to keep a draft, or Save & activate to turn it on. Node types: Triggers start the automation (16 CRM events, an incoming webhook URL you can POST to, or a Schedule that fires daily, weekly, or monthly at a Singapore time you pick, for example every Monday 09:00). Logic nodes shape the flow: Branch (an if/else with a true and a false output), Filter (stop unless a condition holds), and Delay (wait minutes, hours, or days before continuing). Action nodes change your CRM: set a pipeline stage, assign a teammate, add or remove from a list, add to suppression, stop campaigns, enrol the contact in another campaign (the engine behind "openers or repliers flow into my next campaign" loops; suppression and stop-on-reply still apply), create a task, or send an in-app notification. Connector nodes reach other tools: Slack, Telegram, Discord, ClickUp, WhatsApp Business, Google Sheets (append a row to a spreadsheet), Google Calendar (create an event, optionally inviting the contact), and a generic HTTP request node. Slack, Telegram, Discord, ClickUp, and WhatsApp are connected by pasting a webhook URL or token once via the Connections button in the editor (stored encrypted). Google connects with one "Connect Google" sign-in in the same Connections dialog; a single Google connection powers both the Sheets and Calendar steps. WhatsApp specifics: the WhatsApp step uses your own Meta Cloud API credentials (an access token and phone number ID from developers.facebook.com, pasted once as a connection, plus an optional default recipient). It sends either a free-form text, which Meta only delivers inside the 24-hour window after the recipient last messaged your WhatsApp number, or a template message, which works any time using a template you have approved in your WhatsApp Manager (the node fills the template's first placeholder; Meta bills your Meta account per template message, roughly a few US cents). HuntSales itself charges nothing for the step. Variables: in any text field you can insert values from the trigger with double curly braces, for example {{trigger.contactName}} or {{trigger.contactEmail}}; the editor shows one-click chips (Name, Email, Company, Deal size) under each message box so you don't have to type them. On the Google Sheets step, click "Load columns from sheet" and the editor reads your sheet's own header row and shows one labelled box per column, so you map data to your real column names exactly like Make or Zapier; "Edit as list" switches back to the raw one-cell-per-line view. Runs are durable: each run is checkpointed, so a delay resumes later and a failed step retries a few times before pausing the run for your attention. See every run, its steps, and retry a failed one under Run history. Each plan includes a monthly run allowance (Hunter 2,000, Apex 10,000). AI steps: add an AI agent node to have an assistant read your CRM context and draft or decide, then an Approval node to pause for your yes or no before anything is sent. The agent runs on a hard per-run budget and spends AI credits (a small base plus a step charge, capped per run), and is available on the Hunter and Apex plans. Only AI agent steps cost credits — every other step (actions, connectors, logic) is free — and the editor header shows the estimated AI-credit range for the whole workflow before you run it. Anything that leaves your CRM (an email, a booking) always waits for your approval. Test run: while editing an automation, click Test run to send a synthetic trigger signal through the whole flow once and see the result. It runs against your most recent contact so the steps have a real target, executes every step for real (so a Slack or Google Sheets step actually posts, which confirms the connection is wired), does not use up your monthly run allowance, and reports pass or fail with the failing step if any. See the full run under Run history.
Webhooks (connect n8n, Zapier, Make)
Webhooks let HuntSales send an HTTP POST to a URL you own the moment something happens in your CRM, so you can trigger n8n, Zapier, Make, Slack, or your own service. Set them up in Settings, then Developer, under Webhooks: paste an https URL, tick the events you want, and save. The signing secret is shown once when you create the endpoint, so copy it then. Events you can subscribe to: reply received, contact created, contact stage changed, contact assigned, campaign launched, campaign completed, email opened, email clicked, email bounced, contact unsubscribed, call completed, meeting scored, deal created, deal won, watchlist match, and credits low. Every event carries a small JSON payload with the ids and key display fields for that event (never full contact notes). Each delivery is signed so you can trust it came from us: the request carries an X-HuntSales-Signature header holding an HMAC-SHA256 of the exact body using your endpoint secret, plus an X-HuntSales-Event header naming the event. Verify by recomputing the HMAC on your side and comparing. Deliveries are reliable, not fire-and-forget. If your endpoint is down or returns an error, we retry up to three times with a growing back-off before giving up. Open the Deliveries view on any endpoint (Settings, then Developer, then Webhooks) to see the recent deliveries with their status codes and attempt counts. Prefer to manage endpoints from code (for example an n8n trigger node)? An API key can create, list, and delete your webhook endpoints over the API, so a workflow can register its own endpoint automatically. Keys are personal, so this works when the key's owner holds the Automations permission (superadmin keys always can). Note: task due-date events are not available yet.
Suppression list and deliverability
The Suppression List holds addresses that should never be emailed (unsubscribes, bounces, do-not-contact). Contacts on it are skipped by every campaign. Superadmins can also add do-not-contact rules by exact email, by company name, or by domain. A domain rule like "abc.com" blocks that whole domain; a rule starting with a dot, like ".gov.sg", blocks that domain and every subdomain (moe.gov.sg, iras.gov.sg, and so on), and applies to future contacts too. Keeping a clean list, warming up mailboxes, and stopping on replies all protect your sender reputation and deliverability.
Verify email addresses before sending
You can have HuntSales check that each recipient address is real before a campaign sends to it, to reduce bounces and protect your sender reputation. Turn it on under Email Setup, Email Settings, "Verify email addresses before sending" (an admin with the Manage team permission or the workspace owner controls the toggle; it is off by default and applies to the whole workspace). When it is on, each recipient's address is checked just before the send. A check costs 0.5 credits per new address, and each address is re-checked at most once every 90 days, so re-sending to the same person within 90 days is free. The charge applies whether the address turns out valid or not. If an address comes back clearly undeliverable, that send is skipped and the contact's email is marked invalid, so you never bounce on it; anything inconclusive still sends. You can also check a single contact any time from the Verify button on their email in the contact drawer, at the same 0.5 credits per new check (cached re-checks are free), and the workspace owner is never charged. Two things to know. First, if your credit balance is too low to pay for a check during a campaign send, that check is skipped and the email still sends, so sending never stops because of verification credits. Second, verifying an address confirms the mailbox can receive mail; it does not guarantee your email lands in the inbox rather than spam. Inbox placement still depends on your sender reputation, warm-up, content, and authentication.
Email Verification page and bulk verify
The Email Verification page (in the sidebar under Data) checks a whole list of addresses at once so you can clean it before a campaign. Verification never runs on its own and never spends credits without your say-so: you pick an existing contact list or upload a CSV of emails (uploading only builds the list, it does not verify), and then HuntSales shows an exact cost estimate before anything is charged. The estimate tells you how many addresses are new checks (0.5 credits each), how many were already checked in the last 90 days (free), and your current balance. Nothing is spent until you click Verify; if your balance is short, the page shows Top up and Upgrade buttons and keeps Verify disabled. The workspace owner is never charged. Every contact carries a single email deliverability status, shown as a coloured chip: Valid (green, the mailbox is real and accepts mail), Unknown (gray, not checked yet, or the provider could not give a clear yes or no, for example a catch-all domain), or Invalid (red, undeliverable). An address is only ever marked Valid when it actually passes a check. The same chips appear on contact rows and in the contact drawer, and you can filter the Contacts list by deliverability status. Very large lists are verified in batches; when a run hits the per-run limit it tells you how many are left and offers Verify remaining, which shows a fresh estimate and asks you to confirm again before spending. You can also verify a selection straight from the Contacts list: tick some contacts, open Actions, and choose Verify emails, which shows the same estimate and confirm step. Bulk verification is available on paid plans (Free and expired trials are prompted to upgrade), while the single Verify button on one contact stays available to everyone at 0.5 credits per new check; re-checking the same address within 90 days is free. Three clean-up helpers sit alongside an invalid result: Move invalid to list gathers the invalid-status contacts in your selection into an "Invalid emails" list; Add to Suppression List stops every campaign from ever emailing them; and in the contact drawer an invalid address can be corrected inline and re-verified with the Verify button. Verifying confirms a mailbox is real and can receive mail; it does not guarantee inbox placement over spam. Verification never runs automatically. Adding, importing, or uploading contacts spends nothing; you always pick an action, see the exact cost, and click to confirm before any credit is used. Campaigns use the same statuses to protect your sender reputation: the "Email deliverability filter" checkboxes in a campaign's Settings choose which statuses may be enrolled and sent to (Valid, Unknown, and Invalid; new campaigns start with Valid and Unknown ticked). A contact whose status is outside your selection is skipped, never enrolled or emailed, so a known-bad address never burns your sending domain.
Workflow automation
Workflows (Hunter and Apex plans) automate repetitive CRM work with if-this-then-that rules: for example when a contact reaches a stage, create a task; when a reply is classified as interested, notify the rep or enrol the contact in a follow-up campaign. Build them under Workflows in the sidebar by picking a trigger, optional conditions, and one or more actions.
Intelligence: scoring, analytics, AI briefs
The Analytics page (Hunter and Apex plans) is the analytics suite, with five lenses: Outreach (send/open/reply performance), Pipeline (deal movement and win probability), Prospects/Market (where your contacts come from and which segments convert), Reply quality, and Team. The Intelligence page is its sibling hub, holding Signals, Audiences, the Engagement Leaderboard, the ICP Builder and an Insights dashboard. On top of the analytics dashboards: automatic lead scoring ranks contacts by engagement (replies, reply intent, pipeline stage, opens, call outcomes, website visits and recency) on a 0 to 100 scale, with the full ranked list on the Hot Leads tab of Analytics. By default a contact scoring 70 or more is Hot and 40 or more is Warm, and admins can change both cutoffs under Settings, Hot lead score thresholds (the change applies workspace-wide, including the badge in the contact drawer); anomaly alerts email your superadmins (a daily check) when a metric moves unusually; and AI briefs (weekly outreach brief, weekly pipeline brief, monthly market brief, 5 AI credits each) summarise what changed and what to do, and can be emailed to you on a schedule. What sets this apart from generic sales AI: it runs on your own data, not a database we sell you. The ICP learns your winning-customer profile from your own converted contacts and won deals, describes the pattern (for example "your wins cluster in computer programming, 11 to 50 staff, under 10 years old") and flags monthly when it drifts. The scores are deterministic, unit-tested math, so every deal-win-probability breaks down into the factors that moved it (stage, reply intent, engagement, close-date slip) with no invented numbers, and the briefs are built strictly from your data. It also tells you when not to send: ghost detection flags a warm contact who went silent after your follow-ups, and anomaly alerts catch a bounce spike or reply collapse early.
Signals: market triggers matched to your CRM
Signals (a tab under Intelligence, Hunter and Apex plans) watches for things happening outside your CRM and matches them to your pipeline, so you reach out, or stop, at the right moment. It pulls eight live sources today. Company risk: a company already in your CRM that ACRA shows as struck off, wound up, or cancelled is flagged so you stop emailing a dead entity before it bounces. New ICP matches: companies that just incorporated in Singapore whose sector matches your saved ICP, surfaced as fresh prospects to add before competitors do. Visitor intent: website visitors scored by how strongly they are buying (pricing-page views, repeat visits, recency, depth), so the warm ones rise to the top. Hiring and growth: companies posting roles on Singapore's MyCareersFuture jobs portal are expanding, a timely reason to reach out. Grant fit: how many of your contacts look like Singapore SMEs eligible for schemes such as PSG and EDG, linking straight to the grants reference under Resources. Engagement spike: a contact heating up on your own outreach (recent opens, clicks or replies), the warmest hand-raise you have. Prospect left: an email to one of your contacts that just hard-bounced, so you find their replacement at the company before the relationship goes cold. Deal going cold: a contact in an active pipeline stage that has gone quiet, nudging you to re-engage before it stalls. Each signal shows its reasons and a one-click next action, and the most urgent ones (like a company in your CRM going struck off) also push a bell alert so you never miss them. You can tailor which of the eight groups appear: anyone with the Manage team permission sees a Manage signals button at the top of the tab, opening a panel to show or hide each group. The choice applies to the whole workspace, and a hidden group is skipped entirely (not computed), so hiding Hiring, say, also drops that group from everyone's feed until it is turned back on.
Watchlists: tell HuntSales what to monitor
Watchlists (under Intelligence, Hunter and Apex plans) let you decide what to watch in the market, and HuntSales checks it for you and feeds you the matches. The page has two tabs: My signals (work the matches from what you already watch: run, expand, auto-add) and Signal catalog (browse and subscribe, filtered by category). The fastest way is the Signal catalog: a set of ready-made, pre-tuned signal cards you Subscribe to, grouped into New businesses, Growth & funding, Hiring, Buying signals, Government, Brand & IP, and Your CRM (pick a category to see just that group). Nothing runs until you subscribe, so you only get the signals you actually want. Most signals are free. The three Growth & funding signals (Recently funded companies, Fast-growing companies, and Companies on a technology you choose) draw on a premium company database and cost 1 People Search credit per NEW match delivered: you are only charged for matches you have not seen before, at most 25 per run, and each card and Run button shows the price before anything is spent. These premium signals run weekly (free signals run daily). The tech-stack signal asks you for the technology to watch (for example Shopify, HubSpot, or AWS) when you subscribe. Each card shows what the signal means, who it is for, and a plain-English line on how a company or contact qualifies. Phase one signals are New company incorporation (ACRA), Companies hiring salespeople / finance / marketing / engineers (MyCareersFuture), and Your warming-up contacts (your own CRM engagement). You can also still build your own watchlist: pick a source we can reach and type free-form criteria, or describe it in plain English (for example "F&B companies hiring chefs in the east") and the AI fills in the source and filters. The sources are Companies hiring (roles on MyCareersFuture), Newly incorporated companies (ACRA, by sector keywords or all sectors), Engaged contacts (your CRM contacts above a score you set), Won a government tender (companies awarded a contract on GeBIZ, with optional agency or keyword filters), Filed a new trademark (companies that just filed a trademark with IPOS, a brand or product launch tell, with optional brand or class filters), Companies hiring fast (companies posting several roles at once, a scaling signal), and three first-party signals on your own CRM: Prospect left (a contact's email hard-bounced, so they likely changed jobs), Deal gone cold (an active-stage contact gone quiet), and At-risk companies (a company in your CRM that is struck off or in liquidation at ACRA). There are also LinkedIn-powered signals: Hiring on LinkedIn (Singapore companies advertising the roles you watch on LinkedIn job boards), LinkedIn buying signals (posts asking for vendor or service recommendations), and Pipeline contact changed jobs (a contact in your active pipeline changes jobs, so you can win them again at the new company and backfill the old account). The two LinkedIn market signals (Hiring on LinkedIn and LinkedIn buying signals) each cost 2 People Search credits per keyword every run: the card and the Run now button show the cost before anything is spent, so if you watch three keywords a run costs 6 credits. Pipeline contact changed jobs is priced separately under job-change tracking. Every subscription and watchlist runs automatically once a day, and you can press Run now any time. Switch on notifications and the workspace owners get a bell alert when new matches turn up. Matches are deduped so you only see what is new; company matches link to People Search to add to your CRM, and contact matches open straight in your Contacts. On people signals (engaged contacts, prospect left, deal gone cold) you can also set Auto-add: expand the watchlist, pick a contact list, and every new match is dropped into that list automatically, ready to enrol in a campaign. Pause or unsubscribe any time. More signals (new trademarks and others) are on the way. The Hiring category also carries Companies hiring recently (Singapore), which is free to run and covered in its own article.
Companies hiring recently (Singapore) signal
Companies hiring recently (Singapore) is a signal in the Hiring category of the Signal catalog (Watchlists, under Intelligence, Hunter and Apex plans). It tells you which Singapore companies have just started hiring, which is one of the clearest signs a business is spending, growing a team, and open to a conversation. How it works. Every day HuntSales reads new job postings from MyCareersFuture, Singapore's public government jobs portal, and groups them by the employer behind each posting. Each employer is then matched to the ACRA company register on its UEN, so you are looking at a real, identifiable Singapore entity rather than a name on a job ad. Postings placed by a recruitment agency on behalf of a client are excluded by default, so a staffing firm is never mistaken for the company that is actually hiring. Because both sources are public and refreshed daily, matches are usually a day or two behind the real posting. What it costs. The signal is free. It runs on free government data, so there is no per-match credit charge and no cap on matches: it is included with your plan (Hunter and above, the same as every watchlist) rather than metered. Subscribe to it, run it as often as you like, and none of it touches your credit balance. The one paid step is optional and always asks first, see below. What you can set. When you subscribe you can narrow it by how recently the roles were posted (14 days by default), the role categories to watch, the seniority levels, a minimum monthly salary, industry or SSIC keywords, and a minimum number of new roles per company if you only want companies hiring at pace rather than filling a single seat. What you see. Each match is a company with a short derived summary: how many new roles it posted in your window, when the most recent one went up, the role categories and seniority levels involved, the salary band, and its ACRA standing (for example live on the register and the year it was incorporated). We deliberately do not reproduce the job listings themselves, so you will not see job titles, descriptions, or advertisement text: the terms of the jobs portal do not allow republishing listing content, and the insight is what matters for prospecting anyway. From a match you can jump into People Search to add the company to your CRM. Finding the decision-maker. Each match has a Find decision-maker button. This looks for the senior person who owns the function the company is hiring for (a sales hire points at the sales leader, and so on), then reveals their work contact details and saves them into your Contacts against the same company. This step is the only part that costs credits, and it is charged at the normal People Search reveal rates: 2 People Search credits for the work email, or 9 if you also ask for the mobile phone. The exact cost is shown before you confirm, phone is a separate opt-in, and nothing is charged if we cannot find a decision-maker or the reveal comes back empty.
Grant schemes your SME clients can tap
HuntSales keeps every main Singapore SME support scheme in one place under Resources, Grants in the sidebar, so you can see what your business is entitled to without trawling agency sites. Adopt and upgrade: the Productivity Solutions Grant (PSG, up to 50% on pre-approved IT and equipment, capped S$30k a year) and the Energy Efficiency Grant (EEG, up to 70% on energy-efficient equipment for SMEs in the eligible sectors, with an all-sector expansion announced for 2026). Build capabilities: the Enterprise Development Grant (EDG, up to 50% on core-capability, innovation or market-access projects, with sustainability projects up to 70%; "up to 80%" is not an official rate). Go overseas: Market Readiness Assistance (MRA, rising to 70% from 1 Apr 2026, capped S$100k per market). Train and convert talent: the Career Conversion Programme (CCP, up to 90% salary support, up to around S$45k per trainee, the scheme BizGrants Consulting runs end-to-end for you) and the SkillsFuture Enterprise Credit (SFEC, a S$10k credit that stacks on other grants, expiring 30 Nov 2026). Startups and deep tech: Startup SG Tech (proof-of-concept up to S$400k, proof-of-value up to S$800k) and Startup SG Founder (a capital grant up to S$50k, matched 1:1 to the founder's own capital, for first-time founders). Tax incentives: the Enterprise Innovation Scheme (EIS, up to 400% tax deductions on R&D, IP and training). Note that PSG, EDG and MRA are being consolidated into a single EDGE grant in the second half of 2026. Figures are indicative and change, so confirm current terms on the agency pages before quoting a client. The Signals tab under Intelligence also surfaces how many of your contacts look like Singapore SMEs (roughly 200 staff or fewer, live on ACRA) as a ready shortlist that links straight to this reference. There is no public feed of who actually received a grant, so this is a targeting and timing hook, not a per-company award alert.
Website visitor tracking
Website Visitors (under Intelligence in the sidebar) shows the people from your CRM who are browsing your website. Install the small tracking snippet on your site (instructions on the page). Identification happens when a visitor submits a form carrying their email: that visit is matched to the contact, the pages they viewed are kept on the record, and they can be dropped into a re-engagement list. Visitors who never identify themselves stay anonymous, so this does not name companies from IP addresses. Visits that match contacts or ICPs in your CRM are flagged so reps can follow up while interest is hot, and high-intent visit patterns also raise a bell notification.
ICP targeting
ICP & Targeting (under Intelligence) lets you define ideal customer profiles: title, industry, company size, country and more, with autocomplete from your own data. You can also let the AI draft an ICP from your converted customers in one click. Every new prospect is automatically tagged with the ICPs it fits, match lists are ranked by engagement, and a monthly drift check tells you when your winning profile is changing shape.
Suggested Audiences: who to target
Suggested Audiences (the Audiences tab under Intelligence) is the forward-looking partner to ICP targeting. ICP matches the contacts already in your CRM; Suggested Audiences tells a newer customer who to go after when they have no win history yet. From your industry, your SSIC, and a short "what do you sell" line, it recommends the buyer personas worth targeting, expressed as the job titles and seniorities that prospect search can actually find (for example a training provider gets L&D and HR managers; a cybersecurity vendor gets IT managers, CISOs and CTOs). Each card shows the personas, why they are the buyer, and a live count of how many matching people are in your market. Previewing that count is always free. When you like an audience, Build list adds those people into a brand-new contact list (this spends People Search credits, 1 per contact), ready to enrol in a campaign. The free count only covers people already in the People Search database, which is a subset of the market. Each card also has a "Find more in People Search" link that opens a Live search pre-filtered to that audience to discover people not yet in the database; that path uses People Search credits, and nothing is charged until you run the search. The first suggestions are generated for free from a curated map of common Singapore industries; the "Suggest more (AI)" button asks the AI for extra, more tailored audiences and costs 2 AI credits. The AI can only pick from the same fixed menu of job functions and seniorities, so every audience it suggests is one you can actually search and build. Set your industry and what you sell in onboarding (or Settings) for the sharpest suggestions; with nothing set you still get three safe default audiences (founders, finance and operations leaders).
Engagement Audiences from post engagers
Engagement Audiences (the Ad Audiences tab under Intelligence, on any paid plan) turns the people who reacted to or commented on a LinkedIn post into a reusable contact list. Paste the post's link, give the list a name if you like, and Build audience. The people found are saved as a new contact list linked in your Contacts, ready to enrol in a campaign or export. It costs 1 credit per engager found, and you only pay for engagers we actually return: the cost is settled to the real number every time. If the post has no public engagement, nothing is saved and nothing is charged. Because the number of engagers is unknown before we look, you confirm an upper limit first (up to 250 engagers per post), then you are only charged for what comes back. Saving those people into your CRM as a list does not cost extra, and anyone already in your CRM is matched to their existing record rather than duplicated. Want their emails or phone numbers too? Reveal them from People Search or the contact panel the usual way once the list is built.
Ad Audience Export (hashed emails)
Ad Audience Export (the Ad Audiences tab under Intelligence, on any paid plan) turns one of your contact lists into a file of SHA-256 hashed emails you can upload as a custom audience on Meta, Google, or LinkedIn Ads. The file contains only the hashes — never names, emails, or any personal data — so you can match your audience to an ad platform without sharing raw contact details. Pick a contact list and choose Export hashed audience. Contacts that already have an email are hashed on the spot for free. Contacts without an email use a privacy-preserving identity match to get a ready-hashed identifier, which costs 3 credits per matched contact; contacts we can't match cost nothing. You confirm before it runs, and the cost is settled to the number actually matched. The download is a single-column CSV of hashes, deduplicated. If you run low on credits mid-way, the export still gives you all the free known-email hashes and tells you the rest weren't matched. Exports are limited to 2,000 contacts per run, so split very large lists first.
Overnight list builds
Overnight list builds (People Search, on the Hunter plan and above) turn your current search filters into a large list in one go, without paging through results one screen at a time. Set the filters you want in People Search Live, click Build big list, name it, and choose a target size from 50 up to 25,000 people. We build it in the background and, when it is ready, add the people to a brand-new contact list and send you a notification. It costs 2 credits per person you request, reserved up front so the build can run. You only pay for the people we actually deliver: if your filters match fewer people than the target, the unfilled remainder is refunded to you automatically when the build finishes. If nothing matches, nothing is charged. The list is ready to enrol in a campaign or export; reveal emails and phone numbers the usual way once it is built. Large builds can take a while, so you do not need to keep the page open. You can start more than one build; each lands in its own list when done.
Job-change tracking (Champion Tracker)
Job-change tracking (on any paid plan) keeps an eye on a contact's LinkedIn profile and alerts you when they move to a new company, so a champion who leaves becomes a warm lead at their new employer and a fresh contact to make at the old one. Open a contact, and under LinkedIn choose Track job changes. Turning tracking on is free. From then on it costs 2 credits per tracked contact per month, charged monthly, and the contact shows the next charge date so there are no surprises. When the person changes jobs, a signal appears in your alerts so you can act on it. Turn tracking off any time to stop future charges. Tracking runs on a monthly cadence only. A contact needs their LinkedIn profile saved for tracking to work. If your credits run out, tracking pauses and we let you know so you can top up and resume.
Light and dark mode
The CRM ships in a dark theme by default. To switch, tap the sun/moon toggle in the top bar: it flips the whole app between light and dark in one tap. Your choice is saved on the device you're using, so each team member can pick what suits them without changing it for anyone else. The public marketing site stays light; only the signed-in CRM follows your toggle. The product tour points the toggle out on your first visit, and you can switch back any time.
Per-rep conversion goals and Team Pulse
Managers can define what counts as a conversion per role or per member (for example a telemarketer's conversion is an appointment secured, a closer's is a deal won). Configure this under Team in the Permissions tab; each member can also have an individual override. The Team Pulse view then measures every rep against their own goal, so telemarketers and closers are compared fairly.
Calling: softphone, numbers and talk time
Calling lives under Outreach in the sidebar and is included on the Hunter and Apex plans, with one calling seat per user on your subscription. It has three parts. Numbers. Under Calling, open the Numbers tab to buy a local number (Singapore, Hong Kong, Australia, UK or US; call Malaysia from a Singapore number) without leaving the CRM: search live availability, pay a one-time activation plus a monthly rental per number via secure Stripe checkout, then allocate the number to a rep as their caller ID. Number prices vary by country: Singapore is US$7.50 one-time + US$7.50/month, and UK and US local numbers start from US$1.50. Before your first number, your workspace completes a one-time calling verification: business details, a photo or scan of the authorised person's NRIC or passport, a signed liability acknowledgement (you are responsible for all calls on your numbers and indemnify HuntSales and BizGrants Consulting Pte Ltd for misuse), and a quick automated identity check (Persona). The BizGrants team then reviews and approves your workspace, usually quickly; once approved you can buy numbers freely. Buying is blocked until verification is approved. The first time you buy a number you accept a short calling acceptable-use policy (call responsibly, comply with the Do Not Call registry and telemarketing law, no spam or fraud); this is a one-time acknowledgement per workspace. Your team can hold as many numbers as it has users. Releasing a number stops its monthly charge. Calling lines. Up to 10 outbound calls can run at the same time across the platform, and up to 5 at once within a single workspace (inbound is unlimited). If every line is busy you'll see a brief "all lines are busy, try again in a moment" message; this limit is raised as volume grows. Talk time. Calls are prepaid: top up calling credit (presets or any amount from US$10) on the Numbers tab and calls deduct by the minute. The rate card is published right there, for example Singapore is US$0.047 per minute, billed in 1-minute blocks. The card shows your balance, a low-credit warning, and a recent-activity list of every top-up and call deduction. When credit hits zero, dialing pauses until you top up. Making calls. Reps sign in to the softphone (the phone button at the bottom left) with their allocated number as caller ID. Call any contact with the Call button next to their phone number, or key/paste a number into the softphone's dial box. Singapore numbers work without the country code (for example 9123 4567); other countries need the code (for example +60 12 345 6789). You can dial Singapore, Malaysia, Indonesia, the Philippines, Thailand, Vietnam, Hong Kong, Macau, Taiwan, China, Japan, South Korea, India, Australia, New Zealand, the United Kingdom, Ireland, the United States and Canada, Germany, France, the Netherlands and the UAE; premium-rate and satellite numbers are blocked for fraud protection, and any other destination can be switched on if you ask support. When a call ends the rep tags the outcome (Connected, Voicemail, Callback, No answer, Not interested) and notes. Call Log and recordings. Every call lands in the Call Log under Calling: agent, contact, duration, what it cost, the outcome, and a recording. Reps see their own call history; owners see the whole team. Hearing recordings is a separate permission, "Listen to Call Recordings", which is OFF by default: members see their call history but cannot play recordings unless an admin ticks that permission in Team to Permissions. A member with it hears only their own calls' recordings; the Super Admin can always hear every recording. Calls are recorded automatically. Inbound calls to your numbers are logged too: if the caller matches one of your contacts you'll see who called by name, and the rep holding that number gets a missed-call notification in the bell. Inbound talk time is billed per minute (US$0.015/min). AI call summaries. With auto-summary on (toggle in Calling → Numbers, on by default), answered calls over 30 seconds are automatically transcribed and summarised into the contact's timeline with a buying-temperature read (hot, warm or cold). You can also summarise any call by hand from the Call Log using the Summarise button. Each summary costs 2 AI credits plus per-minute call transcription (US$0.011/min) drawn from your calling credit; the platform owner is exempt.
Call Queue (telemarketing mode)
The Call Queue lives in the sidebar under Main and is built for working calls one contact after another. It has two tabs. Work a list is telemarketing mode. Pick one of your contact lists from the dropdown and the queue loads every member with a callable number: the contact's own phone or mobile (badged "direct"), or their company's office line (badged "office") when the person has no direct number. Members with no number at all, suppressed contacts, and Do Not Call contacts are left out, and the counts above the queue show how many were excluded. Hit Start dialing to begin at the top of the list. For each contact you see their name, title, company, stage and number, with these actions: Call (dials through the softphone), Log outcome (record the call result and notes, which updates the contact's pipeline stage exactly like logging a call anywhere else), Skip (move on without calling), Open profile (the full contact panel in a side drawer), and Stop session. Auto-advance keeps you moving: when you save a call outcome for the current contact (in the softphone wrap-up after a call, or via Log outcome), the queue marks them as called and moves to the next contact after a 3-second countdown. Press Pause during the countdown if you need a moment, then Next contact when you are ready. The session header tracks how many you have called and skipped and how many remain. No calling plan? You can still work a list. Without the softphone (no take-calls permission, or a plan without calling) the number becomes a tap-to-dial link for your desk phone or mobile, and you record each result with Log outcome; auto-advance works the same way. Follow-ups due is the second tab: your assigned contacts due or overdue for a follow-up, grouped by urgency (overdue, due today, upcoming), with quick actions to log a call, snooze, skip, or mark not interested. Note: the dialing session itself is not saved. The called/skipped progress lives only in the open browser tab, so finish a session before closing or refreshing the page. Every logged call, outcome and note IS saved to the contact as you go; only the position in the queue is temporary.
Welcome reward (homepage spin wheel)
New visitors to the HuntSales homepage can spin a sure-win welcome wheel. Every spin lands on a real prize: +500, +250 or +200 People Search credits, +100 AI credits, or a 2x multiplier on your first credit top-up. How it works. Spin, sign up for a free account, then upgrade to any paid plan (Scout or higher) within 7 days of signing up. The reward is delivered automatically the moment that paid plan starts. You do not need a code: credit prizes are added to your account when the subscription goes live, and the top-up multiplier applies to your first credit top-up after that. The rules. One reward per customer. A paid plan is required to claim it; the reward is never delivered on the free plan. The 7-day window starts at signup and cannot be extended, and once it lapses the reward expires. We send reminder emails while the reward is still claimable, and a banner appears on your dashboard with a countdown. The wheel prizes are credits, not discounts, so they never affect or stack with our launch promotion. Full terms are at /welcome-terms.
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