Frequently asked questions
Clear answers before you put AI into your outreach.
AllocateEdge runs approved email campaigns, follows up, handles routine replies, vets interested prospects, and routes people who want to meet. These answers explain how that works with your team and existing systems.
AllocateEdge / Frequently asked questionsQuestions before a pilot
What the software handles—and what your team keeps.
What exactly does AllocateEdge do?
AllocateEdge is software that runs approved email campaigns, follows up, handles routine replies, vets interested prospects, and delivers qualified prospects who want to meet. It works with the CRM and data providers you already use rather than replacing them.
Does AI send replies?
Yes, when the reply and next step fall within the response policy your team approves. Routine scheduling, acknowledgments, out-of-office handling, and other permitted responses can move forward automatically. Sensitive or unclear messages go to a person.
Which replies always go to a person?
Product, performance, fee, suitability, compliance, complaint, legal, relationship-sensitive, or ambiguous messages are escalated instead of answered autonomously. Your team defines additional escalation topics during setup.
What makes a prospect qualified?
Your team defines qualified for each campaign. Criteria can include role, firm type, strategy fit, geography, AUM, existing ownership, expressed interest, and whether the person wants a conversation or meeting. AllocateEdge keeps the evidence with the prospect record.
Do we need to replace our CRM?
No. Your CRM remains the system of record. AllocateEdge uses approved prospect and ownership data from your existing systems, then returns campaign activity, replies, qualification evidence, and next steps through the agreed workflow.
What data can we use?
Bring prospect records from a CRM, spreadsheet, internal database, industry data provider, API, or authorized data feed. You decide which records and fields may be used for each campaign.
How do records connect to AllocateEdge?
Start with an export and import, file workflow, API, or available connection. The exact method, fields, permissions, update frequency, and CRM return path are confirmed during setup. Displayed vendor logos identify common source systems and do not promise a native connector or vendor partnership.
Who approves the campaign?
Your team approves the audience, product positioning, email sequence, follow-up, qualification criteria, routing rules, suppressions, and escalation policy before launch. AllocateEdge operates the approved campaign.
Does AllocateEdge prepare domains and inboxes?
Yes. You can connect appropriate domains and inboxes your team controls, or AllocateEdge can prepare dedicated campaign infrastructure. Authentication, pacing, sender health, suppression, ownership, and access are confirmed before sending begins.
Who runs the meeting and closes the opportunity?
Your distribution, capital-formation, or investor-relations team. AllocateEdge handles the repetitive work before the conversation and passes along the vetted prospect, original reply, campaign history, qualification evidence, and next step.
Start small
Start with one audience and one approved email campaign.
We’ll define the prospects, message, follow-up, reply rules, what qualified means, and who receives the people who want to meet. No CRM replacement or full migration required.