Lead Management

Your prospecting command center

Manage contacts, power through daily call actions, and sync everything to your CRM — all from one screen. Stop toggling between tools and start closing.

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1 screen

Prospect, call, log

Real-time sync

HubSpot, Salesforce, GoHighLevel

No tab switching

Everything inline

Prospecting Flow 12 remaining

James Rivera

VP Sales · Acme Corp

Follow-up

Last activity

Called 3 days ago — interested but needs budget approval. Follow up on pricing.

Up next

Sarah Kim

New lead · Inbound demo request

New

Marcus Thompson

No answer · Attempt 2 of 5

Retry

Lisa Park

Callback scheduled · 2:30 PM

Scheduled

The prospecting flow

Power through your day in one screen

Load your prospects, hit start, and Symbo queues them up. Call, log the outcome, and move to the next — all without leaving the flow. Dispositions, follow-ups, and notes happen inline.

No more clicking into individual records. No more switching between your dialer and CRM. Just you, your list, and a clear path through it.

Example: Load 50 follow-ups, power dial through the list, log outcomes with one click, and be done before lunch.

Contact management

A CRM built for speed

Store contacts, track every interaction, and see full activity timelines — without the complexity of a full CRM. Some teams use Symbo as their primary prospecting database. Others sync it to HubSpot, Salesforce, or GoHighLevel and let it handle the outbound workflow.

Either way, every call, note, and disposition is captured automatically. Your reps focus on selling, not data entry.

Two-way sync: Changes in Symbo update your CRM instantly, and vice versa. No duplicate records, no stale data.

Contact Record

James Rivera

VP Sales · Acme Corp · Chicago, IL

[email protected] (312) 555-0147 Interested

Activity

Call — Connected (4:32)

Mar 7 · Interested but needs budget approval

Email — Pricing PDF sent

Mar 7 · Opened 2x

Call — No answer

Mar 4 · Left voicemail

Synced to HubSpot · Last sync 2 min ago

Actions

Every action, one click away

When you’re working through prospects, every action you need is right there — no switching tabs, no copy-pasting into another tool. Call, email, text, create tasks, and schedule follow-ups without ever leaving the contact record.

Some actions fire instantly. Others are automated by your sequences and workflows. Either way, every touchpoint is logged to the contact timeline and synced to your CRM.

Contact Actions

Manual actions

Call

Power dial or click-to-call from the contact record

Send email

Compose and send from templates or scratch

Send SMS

Text from your Symbo number, logged to timeline

Voicemail drop

Drop a pre-recorded voicemail with one click

Schedule follow-up

Set a callback date and time, Symbo reminds you

Book meeting

Send a calendar link or book directly from the record

Create task

Assign yourself or a teammate a to-do with a due date

Automated actions

Automated emails

Sent by sequences on a schedule you define

Sequence

Workflow triggers

Move lists, create tasks, start sequences on events

Workflow

CRM sync

Every action logged and pushed to your CRM automatically

Always on

Capabilities

Built for outbound teams

Everything you need to manage prospects, run your daily workflow, and keep your CRM in sync — without the bloat.

Prospecting Flow

Queue up your day's prospects and power through calls, emails, and follow-ups without switching tabs. One screen, zero friction.

Contact Management

Store contacts, notes, tags, and call history in one place. A lightweight CRM built for sales teams that move fast.

Call Actions

Power dial directly from your action queue. Log outcomes, schedule follow-ups, and move to the next prospect automatically.

Smart Lists

Build dynamic lists based on call outcomes, tags, last contact date, or custom filters. Always know who to call next.

CRM Sync

Two-way sync with HubSpot, Salesforce, GoHighLevel, and Pipedrive. Every call, note, and outcome pushed to your CRM in real time.

Activity Timeline

See every interaction with a prospect — calls, voicemails, emails, notes — in a single timeline. Full context before every dial.

FAQ

Lead Management Questions

Can Symbo replace my CRM?

Symbo works great as a lightweight CRM for prospecting teams — you can manage contacts, track activity, and run your daily workflow entirely inside Symbo. For teams that already have a CRM, Symbo syncs everything back in real time so nothing is lost.

How does the prospecting flow work?

Load a list of contacts into your flow, and Symbo queues them up for action. Power dial through the list, log outcomes with one click, and the system automatically moves you to the next prospect. Dispositions, follow-up scheduling, and notes all happen inline — no switching tabs.

Which CRMs does Symbo sync with?

Symbo has native two-way sync with HubSpot, Salesforce, GoHighLevel, and Pipedrive. We also integrate with Zoho, Bullhorn, and more through Zapier and our API.

Can I import my existing contacts?

Yes. Upload CSV files directly or sync from your CRM. Symbo deduplicates contacts automatically and maps fields to keep everything clean.

What actions can I take on a contact?

Calls, emails, SMS, voicemail drops, follow-up scheduling, notes, tags, list moves, and task creation — all from the contact record. Manual actions happen with one click. Automated actions are handled by your sequences (scheduled emails, texts) and workflows (triggered by events like call outcomes or transcript signals). Everything is logged to the contact timeline and synced to your CRM.

How are call actions different from sequences?

Sequences automate multi-step outreach over days or weeks. Call actions are about the right-now — your daily prospecting flow where you power through a list of calls, log outcomes, and handle follow-ups in real time.

Ready to prospect faster?

Stop managing spreadsheets. Start closing deals.

Give your team a prospecting flow that actually moves.

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