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Cleanlist AI

How Proposify doubled inbound conversions with Cleanlist AI's inbound agent

As told byEvan SantaVP of Sales, Proposify
Before HoursAfter Minutes

Speed to Lead: Minutes. Down from hours

Inbound Deals
2x
Doubled with automation
Conversion Rate
+30%
Better qualified, faster response
About Proposify
Industry
Proposal Software (SaaS)
Based in
Dartmouth, Nova Scotia, Canada
Team
91 employees

Speed to lead is now minutes with perfect data quality. We doubled inbound deals and convert 30% better.

Evan SantaVP of Sales, Proposify

Inbound leads waited hours for a first touch

Proposify's inbound process was manual and slow. When leads came in through HubSpot, AEs had to score and qualify each one themselves, researching company data, verifying contact info, and deciding who to prioritize.

Leads sat untouched for hours, sometimes days. By the time a rep reached out, the prospect had already talked to a competitor. The team knew speed-to-lead was killing their conversion rate but didn't have the tooling to fix it.

“Our AEs were doing ops work instead of selling. Every inbound lead was a manual research project before anyone picked up the phone.”

Evan Santa, VP of Sales

Every form fill is enriched, scored and routed

Proposify implemented Cleanlist AI's inbound agent. Leads are now auto-captured from HubSpot the moment they come in and routed to Cleanlist AI for instant enrichment.

Cleanlist AI's AI agents score and qualify each lead automatically, enriching with verified emails, phones, company data, and ICP fit signals. Qualified leads are routed back to their CRM and assigned to specific AEs, all within minutes of the initial form submission.

Their inbound, before and after
BeforeEvery lead by hand
  • Form submitted in HubSpotLead waits in the queue
  • AE researches the companyManual
  • AE verifies the contact infoManual
  • AE decides who to prioritizeManual
First touch in hours, sometimes days
Inbound enrich and route back
  1. A CRM record changesHubSpot contact
  2. EnrichEmail + Phone + Profile11/record
  3. AgentsQualification agent5/record
  4. CRM ActionSync to HubSpot Contact · round-robin
Speed to LeadMinutes

Twice the inbound deals, and a first touch in minutes

Inbound deals doubled. With leads arriving pre-enriched, scored, and routed to the right rep instantly, Proposify's team started conversations while prospects were still engaged.

Conversion rates improved 30% as reps focused on selling instead of researching. Speed-to-lead dropped from hours to minutes, with perfect data quality on every single lead that hit the CRM.

Inbound Deals
2x
Conversion Rate
+30%
Speed to Lead
Minutes

“Speed to lead is now minutes with perfect data quality. We're generating 2x the inbound deals and converting 30% better.”

Evan Santa, VP of Sales

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8% to 13%

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