Stop copying names into spreadsheets. Install SoContact, pin it in Chrome, sign in, and head to LinkedIn. Use LinkedIn’s own filters (job title, company size, geography, industry) to surface people who match your ideal profile. Open a result, click once in SoContact, and capture the person’s professional email and phone number alongside their name, title, and company. Add quick tags like “Demo Next Week” or “CFO ICP,” jot a short note, and drop the record into a list. Move through profiles at your pace; SoContact keeps everything organized as you go.
When you’re building a segment—say finance leaders at SaaS companies—create a dedicated list for that slice. Work through search results or company pages, save only the matches that matter, and let SoContact handle duplicates automatically. Need to switch angles? Spin up another list for EMEA or for seed-stage startups. At the end of a session, export your lists to CSV and import them into your CRM or email tool. If you work from Sheets, export and share the file with your team so everyone starts with clean, ready-to-contact data.
For outbound, keep it simple: segment your lists by persona, prioritize by intent or seniority, then move to outreach. Use the saved notes to personalize your first line and reference recent activity you saw on the profile. If your workflow runs through HubSpot, Salesforce, or Apollo, map columns during import so statuses and owners line up from day one. Prefer a lighter stack? Paste contacts into your mail merge tool and track replies there. As you book meetings, update tags in SoContact (e.g., “Meeting Set,” “Not Now”) so you don’t re-contact the same person next week.
SoContact also helps outside classic sales. Recruiters can pull contact details for engineers that match tech stacks, then export to share with hiring managers. Founders can compile a short list of potential partners or angel investors before an event and follow up right after. Agencies can assemble local business owners by niche and city for a targeted pitch. Content teams can gather editors or podcast hosts to place thought leadership. Keep sessions focused—work one segment at a time, export, and move on—so every block of prospecting time turns into a usable, action-ready list.
Essential
Free
For 25 leads, pricing varies based on number of leads
Contact tracing
Information and analysis
Team management
24/7 customer service
Contact management
Export contacts
CRM Integration
API access
Custom
Custom
Contact tracing
Information and analysis
Team management
24/7 customer service
Contact management
Export contacts
CRM Integration
API access
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