Complete product guide — everything in one document

The complete guide to MageTech Lead Intelligence

Purpose, features, workflows, roles, lifecycles and a step-by-step start guide — all the details you need to understand and use this application, in one elegant document.

0
Purpose-built modules
0
Team roles
0
Lead lifecycle stages
0
AI fit score (0–100)
What this application is

Purpose & what you get

MageTech Lead Intelligence is an all-in-one, AI-assisted workspace for revenue teams. It replaces the spreadsheets, scattered tools and guesswork with one clean platform.

The problem it solves

Leads arrive from many places. Most teams drown them in a spreadsheet, score them by gut feel, chase them with manual emails, and lose track of the pipeline entirely.

The result: wasted hours, missed follow-ups, duplicate records and unpredictable revenue.

This application gives your team one source of truth that does the heavy lifting:

  • Clean, duplicate-aware lead import with preview before commit.
  • AI fit scoring with clear reasons, a sales angle and recommended services.
  • Automated campaign sequences with smart wait days and reply detection.
  • Email validation, suppression and bounce control for healthy delivery.
  • A CRM pipeline covering opportunities, meetings and proposals.
  • Account-based marketing and a grounded knowledge base.
  • Live analytics and one-click CSV export for reporting.
1 source of truth
Data, outreach & pipeline together
AI built-in
Scoring, answers & suggestions
Less manual work
Campaigns, dedupe & replies auto-handled
Team-ready
Roles, permissions & shared workspace
How it works

The working flow of the application

From the first lead to the signed deal — one continuous flow with no tools to switch between.

Create workspace Import leads Validate & enrich AI score Run campaigns Track replies & meetings Proposals & win Measure & repeat

Every stage feeds the next — imports feed scoring, scoring feeds campaigns, replies feed the CRM, and the CRM feeds your dashboard.

The eight movements, step by step

1
Start

Create your workspace

Register with company name, your name and a password. Your first account automatically becomes the Owner, and you land on a modern dark dashboard.

2
Bring data

Import leads safely

Upload CSV/Excel. The wizard suggests column mapping, previews rows, detects duplicates (by email, LinkedIn, company domain or company+contact) and lets you import, merge or skip each one.

3
Clean

Validate & enrich

Emails get syntax + MX validation and are marked Valid / Invalid / At Risk. Companies unify by domain and pick up technology signals automatically.

4
Decide

Score with AI

Every lead receives a 0–100 fit score, positive signals, risk notes, a suggested sales angle and recommended services — with a built-in rules engine as fallback so it always works.

5
Engage

Launch campaigns

Reuse email templates in campaigns with multi-step sequences and wait days. Start / pause / resume / complete anytime. The engine sends on schedule, honors suppresssion and tracks opens & replies.

6
Respond

Handle replies

A reply is recorded, the sender is suppressed from future sends, and the campaign + lead are marked Replied — an opportunity can even open automatically.

7
Close

CRM: proposals & win

Move opportunities across six stages, schedule meetings, send proposals with line items. Winning or losing syncs the lead status automatically.

8
Repeat

Measure & grow

KPIs, breakdowns and import history on the dashboard; one-click CSV export; refreshed ABM targets. Start the next cycle with data.

Feature tour

Every module in full detail

Grouped the same way the application's navigation is organized — Overview, Data, Selling and Email.

📊

Dashboard

Your live control room.

  • KPI cards: total leads, valid/invalid email counts, suppressed, companies, imported, duplicates
  • Charts by lead status, industry, country and technology
  • Recent import history
  • Quick actions to jump anywhere
📇

Leads

The heart of the system — every contact with full detail.

  • Search, filters (country, industry, status, email status, tags, segments)
  • Inline create & edit, tags and segments
  • AI intelligence panel on the detail page
  • Campaign-membership guard before delete
  • One-click CSV export
🏢

Companies

Account-level view across all your data.

  • Unified by domain (no more duplicates)
  • Technology signals & profiles
  • Linked leads count per company
  • Inline edit and guided delete
📥

Import

Safe, guided CSV/Excel ingestion.

  • Upload → auto-suggested mapping → preview → duplicate review → commit
  • Import / merge / ignore per duplicate row
  • Detailed import report: imported, merged, errors, invalid emails
  • Full history of your batches
🤖

AI Assistant

Intelligence that always answers.

  • Fit score 0–100 with summary & signals
  • Risk notes and a suggested sales angle
  • Recommended MageTech services with reasoning
  • Ask questions over your knowledge base with sources
🚀

Campaigns

Automated multi-step outreach.

  • Template sequences with wait days per step
  • Start / pause / resume / complete lifecycle
  • Add leads by ID list or target filter
  • Live metrics: sent, opened, replied, bounced, failed, skipped
  • Locked against editing while active
✉️

Templates & Playbooks

Reusable content that scales.

  • Email templates with personalization variables
  • Preview with missing-variable detection
  • AI-generated draft from a lead's profile
  • Sales playbooks: named triggers with guided steps and wait days
💼

CRM

Your pipeline knowledge graph.

  • Opportunities across six stages with value & probability
  • Event history per deal (created, stage changes, notes)
  • Meetings with statuses and upcoming list
  • Proposals with line items and versioning
  • Stage changes sync lead status automatically
🎯

ABM

Account-based marketing that ranks itself.

  • Target accounts with tiers: TARGET / KEY / STRATEGIC
  • Budgets, owners and notes per account
  • AI suggestions ranked by fit score
📚

Knowledge Base

Your documents, searchable by meaning.

  • Store docs with tags and source type
  • Vector similarity search
  • Grounded “Ask” answers that cite your sources
🔔

Messages & Replies

Every message in one feed.

  • Outbound feed sorted by sent time
  • Status filter chips: sent, opened, replied, bounced, failed
  • Inbound replies with matching to the outbound message
🚫

Suppression

Deliverability protection.

  • Blocked-address list with reasons
  • Sources: manual, bounce, complaint, unsubscribe, import
  • Reply automatically adds the sender
🔌

Integrations

Connect when you're ready.

  • HubSpot and Salesforce connectors
  • Always-available simulated connector for demos
  • One-click status check and lead sync
🧑‍💼

Team & Settings

Manage who does what.

  • Invite members and assign one of five roles
  • Rename your organization
  • Deactivate access instantly
  • Guardrails: last owner protected, no self-deactivation
Roles & permissions

Who can do what

Every member has exactly one role. The Owner is created automatically on registration; admins invite the rest of the team.

Owner

The workspace founder. Full control — including creating other owners/admins and renaming the organization.

Admin

Everything the owner can do day-to-day, plus managing members — only the owner can promote to Owner/Admin.

Sales manager

Read & write on leads, imports, companies, segments. Can delete leads and view the team.

Sales user

Works with leads and segments; read-only on companies and imports.

Viewer

Read-only across the workspace — ideal for reporting and exec review.

CapabilityOwnerAdminSales managerSales userViewer
View leads
Create / edit leads
Delete leads
View companies
Create / edit companies
Run imports (write)
Create / edit segments
View team members
Invite / manage members
Rename organization

Safety rails: only the Owner grants Owner/Admin · no self-deactivation · the last active owner can never be removed · deactivated users can't sign in.

State machines

Lifecycles everything passes through

Each record flows through a clear, automatic lifecycle — so you always know where something stands.

Lead status
12 stages
from import to archive
Imported — freshly imported; not yet engaged.
New — created inline or moved beyond import.
Contacted — first outreach sent.
Responded — the lead replied or matched a response event.
Qualified — identified as a fit through scoring or referral.
Converted — became a customer.
Disqualified — explicitly ruled out.
Duplicate — a matching duplicate record exists.
Invalid — contact data is no longer usable.
Unsubscribed — asked to stop communication.
Archived — hidden from default views but preserved.
Cancelled — process cancelled before completion.
Campaign status
4 states
controlled by you
Draft — being edited; nothing sent.
Active — the engine sends on schedule; editing is locked.
Paused — you can pause to edit, then resume.
Completed — finished; details stay visible.
Quick note: an auto-scheduler wakes every minute and processes due sends — no manual “send now” steps.
Message status
tracked per email
for live metrics
Sent — dispatched to the provider.
Opened — a read was detected.
Replied — an inbound reply was recorded.
Bounced — undeliverable; address goes to suppression.
Failed — send pipeline error, retried.
Skipped — intentionally not sent (e.g. suppresssion or active campaign state).

What the AI fit score means

0–39

0 – 39 Cold

Low fit signals — priority drops to the bottom; nurture or skip.

40–69

40 – 69 Developing

Some signals, but not enough yet — re-evaluate or nurture.

70–84

70 – 84 Strong

Good signals — confident outreach angle suggested.

85–100

85 – 100 Ready

Excellent fit — recommended services point to the pitch.

Get started

First steps — you'll be live in minutes

No migration project, no training bill. Follow these six steps.

1

Register & own your workspace

Open the app, choose Register, enter your company, name and password. Your account becomes the Owner of the new workspace.

2

Invite the team

In Team & Settings, invite teammates and assign one of the five roles. Admins can then manage the day-to-day.

3

Import your leads

Use the Import module with a CSV/Excel file. Review the mapping, preview, dedupe and commit. Watch the report.

4

Let AI score

After import, open any lead's detail page. Read the score, signals, risks, angle and recommended services.

5

Build a campaign

Create templates, assemble a sequence with wait days, attach leads by ID or filter, then Activate.

6

Watch & measure

Replies land in Messages, opportunities open in CRM, and the Dashboard shows everything live. Export any list to CSV.

“The fastest setup I've seen — we imported, scored and launched our first campaign the same afternoon.”
— Going-live experience, typical customer
Why it works

The differentiators & the trust layer

Everyday needTypical tool sprawlMageTech Lead Intelligence
Managing leadsSpreadsheet rowsGuided import, auto-mapping, duplicate merge, inline editing
PrioritizingGut feelingAI score 0–100 with signals, risks and an angle
Email qualityLate bouncesValidation at import + bounce tracking + suppression
OutreachManual copy-pasteAutomated sequences, wait days, reply detection
PipelineAnother separate toolCRM with stages, meetings, proposals, auto-sync
KnowledgeDocs nobody readsSearchable KB + grounded AI answers with sources
Team accessShared loginsFive roles, per-role permissions, org isolation
ReportingManual spreadsheet minutesLive KPIs + one-click CSV export
🔐

Secure sign-in

JWT authentication with short-lived access tokens, automatic refresh and BCrypt-hashed passwords.

  • Stateless sessions & safe logout
  • Deactivated users are blocked instantly
🏢

Workspace isolation

Every record belongs to your organization — your team sees your data, and nothing else's.

  • Tenant-scoped on every query
  • Members never see other teams
🧩

Safe, reversible operations

Preview-before-commit imports and confirmation on destructive actions.

  • Deletes guarded for campaign membership
  • Protected owner accounts
🧠

AI that always works

A built-in rules engine scores every lead even when AI is offline — no feature breakdowns.

  • Optional OpenAI enrichment when connected
  • Grounded answers cite your own documents
Simple, usage-aware pricing

Plans that grow with your pipeline

One workspace, priced around your real resources — leads, AI analyses and campaign capacity — not just per seat. Every plan includes the core flow: import → enrich → score → engage → convert.

Prices in USD. Annual plans billed once per year.

Starter

For a small sales team getting started.
Import → clean → score → manage.

$49/mo

2
Users
2.5K
Leads
250
AI / mo
MOST POPULAR

Growth

For teams actively running outbound campaigns.
Intelligence + AI + automated outreach + CRM.

$149/mo

5
Users
15K
Leads
2K
AI / mo

Professional

For a serious sales-development operation.
Full AI + campaigns + CRM + ABM + integrations + API.

$399/mo

15
Users
50K
Leads
10K
AI / mo

Enterprise

For larger organizations requiring SSO, custom limits and dedicated infrastructure.

Custom/ contact sales

Users
Leads
AI usage

Full feature comparison

FeatureStarterGrowthProfessionalEnterprise
Lead imports
CSV / Excel import
Email validation
Company enrichmentLimited
AI lead scoring250/mo2,000/mo10,000/moCustom
AI recommendations
AI email generation100/mo1,000/mo5,000/moCustom
Campaigns320UnlimitedUnlimited
Campaign leads1,00010,00050,000Custom
CRM
Meetings
Proposals
ABM
Knowledge base10 docs100 docs1,000 docsCustom
AI knowledge Q&A
HubSpot integration
Salesforce
API access
Advanced analytics
Audit trail
Priority supportDedicated
SSO
Dedicated tenant

Flexible add-ons — no forced upgrades

Buy capacity when you need it. Add-ons are optional and attach to any plan.

📦 Additional leads
  • +10,000 leads $29
  • +50,000 leads $99
  • +100,000 leads $169
🤖 AI credits
  • +1,000 analyses $19
  • +5,000 analyses $69
  • +10,000 analyses $119
🧬 Enrichment
  • +5,000 enrichments $29
  • +25,000 enrichments $99
  • +100,000 enrichments $299
✉️ Campaign contacts
  • +10,000 contacts $19
  • +50,000 contacts $69
  • +100,000 contacts $119

🚀 14-day free trial

No credit card required. Experience the full import → score → campaign workflow.

100
Leads
50
AI analyses
25
AI emails
1
Campaign
1
User
Basic
CRM

🏢 Enterprise

Built for organizations with larger lead volumes, advanced security and integration requirements. Custom pricing — no fixed public number.

Unlimited users
Custom lead capacity
Custom AI usage
SSO
Advanced RBAC
Dedicated infrastructure
Custom integrations
SLA
Onboarding
Dedicated support
Contact sales

🇮🇳 Pricing for India (INR)

Local pricing for Indian customers — no currency-conversion surprises at checkout. GST extra where applicable.

PlanMonthly (INR)Annual (INR)
Starter₹3,999₹39,990 / year
Growth₹11,999₹119,990 / year
Professional₹31,999₹319,990 / year
EnterpriseCustomCustom
Questions & answers

Frequently asked questions

Is technical knowledge required? +
No. Everything is visual — import wizard, inline forms, buttons. No code, no SQL, no configuration.
Who owns the workspace? +
The first account to register becomes the Owner automatically. The owner invites teammates and grants roles.
Can my whole team collaborate? +
Yes — one shared, organization-wide workspace. Roles control who can view, edit, delete or import.
Can I bring existing data? +
Absolutely. Upload CSV or Excel. The importer maps columns, previews, and merges duplicates automatically.
Does AI scoring need another subscription? +
No. OpenAI integration is optional; a built-in rules engine scores every lead 0–100 with signals out of the box.
How are emails delivered and tracked? +
Campaigns send on schedule with wait days. The engine tracks sent, opened, replied, bounced and failed, honors suppression and records replies.
Is my data protected? +
Yes — workspace isolation, JWT security, hashed passwords, role-based access and confirmations on destructive actions, all by design.
What if we move to our own CRM later? +
One-click CSV export on any list, plus HubSpot / Salesforce / simulated connectors for outbound sync.

Everything you've just read is live in the app.

Register, import a file, and see your first scored pipeline today.