App · SalesFrom Terrapin CRM

Terrapin Lead Sourcing, Outreach & Funneling

From visiting card to qualified prospect, without a spreadsheet in between

Capture leads from cards, Google Maps, Apollo and forms, reach them by bulk email, WhatsApp and voice, and move qualified leads through a tracked funnel to prospect.

What you getFor SMBs
  1. ✓
    Card scan, Google Maps and Apollo sourcing
  2. ✓
    Bulk email, WhatsApp and voice outreach
  3. ✓
    A tracked funnel from lead to prospect
  4. 2
    Two users includedThe minimum; add more at any time
  5. 1y
    Annual subscriptionSelf-service setup, or our team implements it

Features

Everything Lead Sourcing, Outreach & Funneling does for you

Every feature is included in every subscription. You pay only for the number of users.

Card scan

Scan trade-fair and visiting cards straight into leads.

Google Maps sourcing

Find businesses by category and city and add them as leads.

Apollo.io sourcing

Search contacts by role and company and import them.

Imports and forms

Bring in spreadsheets and capture website enquiries with custom fields.

Bulk email

Send personalised email campaigns to lists of leads.

WhatsApp and voice

Reach leads on WhatsApp and with AI voice calls.

Reply analysis

Replies are read and leads tagged as interested, not now or not interested.

Funnel and activities

Leads move to prospects with every call, visit and message logged.

Differentiators

What makes Terrapin Lead Sourcing, Outreach & Funneling different

How the job usually gets done in a small business, and what changes with Terrapin.

Sourcing

Find leads without buying lists

UsuallyLeads come only from fairs and referrals, typed in by hand.
With TerrapinCard scan, Google Maps and Apollo bring leads in directly.
Same day

Every lead reached the same day

UsuallyCards sit in drawers and enquiries wait for a call.
With TerrapinEmail, WhatsApp and voice reach new leads the same day.
Replies

Replies sorted for you

UsuallySomeone reads every reply and updates a spreadsheet.
With TerrapinReplies are analysed and leads tagged automatically.
Funnel

A funnel you can see

UsuallyNobody knows how many leads became prospects.
With TerrapinEvery lead moves through stages with activities logged.
Imports

Start with the leads you already have

UsuallyOld lead lists sit in spreadsheets nobody opens.
With TerrapinImport them once and work every lead from one list.

Is Lead Sourcing, Outreach & Funneling right for you?

Lead Sourcing, Outreach & Funneling is for you if this sounds familiar

Eight everyday situations. Tap the ones that sound like your business. If three or more do, Lead Sourcing, Outreach & Funneling will pay for itself.

Cards

Trade-fair cards sit in a drawer for weeks

Scan them into leads in seconds.

Prospecting

Your team spends hours finding contact details

Source businesses and contacts from Google Maps and Apollo.

Speed

New leads wait days for a first message

Reach them on email, WhatsApp and voice the same day.

Spreadsheets

Leads live in Excel sheets on different laptops

One lead list for the whole team.

Replies

Nobody tracks who replied and what they said

Replies analysed and tagged automatically.

Funnel

You can't say how many leads became prospects

A funnel with stages and conversion at each step.

Follow-up

Follow-ups depend on who remembers

Activities and next steps logged on every lead.

Volume

You want to reach hundreds of businesses a month

Bulk outreach on three channels.

0 of 8 sound familiar so far.

Pricing

One simple annual price

Built for small and growing businesses that need one job done well, without paying for a full suite.

PricingSee the price and your first-year cost

Share a few details and the pricing for Lead Sourcing, Outreach & Funneling opens right here.

How to buy

From first look to live, in six clear steps

You always know what happens next, and nothing is final until you sign the agreement and pay.

  1. Explore

    Go through the features, differentiators and FAQs, then get the deck and brochure or chat with us.

  2. Choose users and show interest

    Pick the number of users (2 minimum) and how you want to set up, then click Show interest. This is not an order and the price is not yet final.

    Choose users
  3. Requirement discussion

    Our sales team reaches out to understand your requirements, suggests the right app or set of apps, and sends you a proposal.

    Requirements and proposal
  4. Subscription

    Once you accept the proposal, we share the agreement. After it is signed and payment is made, your subscription is issued.

    Sign, pay, subscribe
  5. Set up

    Self-service setup with step-by-step guidance. Prefer our team to do it? Implementation is a one-time fee based on complexity.

    Self-service
  6. Go live and grow

    Go live, track results and add users at any time as your team grows.

    Add users any time

FAQ

Questions about Lead Sourcing, Outreach & Funneling

Tap a question to see the answer. Can't find yours?

Where can I source leads from?

Card scans, Google Maps, Apollo.io, spreadsheet imports and website forms.

Who pays for Apollo, WhatsApp and calls?

Apollo.io credits, WhatsApp messages and voice minutes are billed by those providers, outside the subscription.

Does it work with my existing leads?

Yes. Import your current spreadsheet and keep working from one list.

What happens after a lead becomes a prospect?

You track it here. Pipeline, quotes and approvals are what Customer Management does; it is part of Terrapin CRM, shown under Related apps.

How is it priced?

An annual subscription that includes two users, the minimum. Add more users at a per-user annual price. See the Pricing section for the amounts.

Is there a monthly plan?

No. The app is sold as an annual subscription only.

How do I buy?

Choose the number of users in Pricing and click Show interest. Our sales team reaches out to understand your requirements, suggests the right app or set of apps, and sends a proposal. Once you accept it, we share the agreement, and your subscription is issued after the agreement is signed and payment is made.

Is the price I see final?

No. Showing interest is not an order and does not guarantee the product will be sold at that price. The final price and scope are set in the proposal after the requirement discussion, and confirmed in the agreement.

Do I need implementation?

Not usually. Setup is self-service with step-by-step guidance. If you would rather have our team set it up, implementation is available as a one-time service. Pricing shows an estimated range; the actual budget is set in the requirement discussion, based on complexity.

Can I move to the full suite later?

Yes. Your records stay in place when you move up to the suite, so there is nothing to migrate.

Start with Lead Sourcing, Outreach & Funneling

Choose your users and show interest. Our team takes it from there.

See pricing
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