Bring the prospect records
Start with a CRM export, spreadsheet, data-provider file, API, or available connection. No replacement or full migration is required.
How it works
From prospect data to qualified meetings—without your team running campaigns.
AllocateEdge runs approved email outreach, follows up, handles routine replies, vets interested prospects, and routes people who want to meet. Your team approves the campaign and owns the sales conversation.
AllocateEdge / How it worksOne prospect journey
From a record in your data to a person who wants to meet.
AllocateEdge runs the repeatable work between those two points. Your team approves the campaign and takes over when the conversation needs human expertise.
Set the campaign rules
Approve the audience, product positioning, email sequence, follow-up, qualification criteria, ownership, and escalation rules.
Run the email campaign
AllocateEdge sends the approved emails, personalizes from permitted data, follows up, applies pacing, and stops when someone replies.
Handle and vet the replies
Routine responses move forward within your rules. Interested prospects are checked against your criteria; sensitive or unclear replies go to a person.
Take the qualified meeting
The right person receives the vetted prospect, original reply, qualification evidence, campaign history, and next step. Activity returns to your CRM.
What happens when someone replies
AI handles the inbox until a person should take over.
AllocateEdge does not treat every reply the same. Routine responses can move forward automatically, qualified interest reaches the correct team member, and sensitive messages go to human review.
Routine response
AI handles it within your rules
Scheduling, approved acknowledgments, out-of-office handling, and opt-outs can follow the response policy your team approves.
Qualified interest
AllocateEdge vets and routes it
The platform checks the prospect, firm, strategy interest, expressed intent, ownership, and requested next step before the conversation moves forward.
Sensitive or unclear
A person takes over
Product, performance, fee, compliance, complaint, relationship-sensitive, or ambiguous responses are escalated instead of answered autonomously.
Every qualified prospect includes
The information your team needs to enter a useful conversation.
- Prospect and firm
- Source and campaign
- Strategy of interest
- Original reply
- Qualification evidence
- Assigned owner
- Requested next step
Campaign setup
The sending infrastructure is handled too.
Use approved domains and inboxes your team controls, or have AllocateEdge prepare dedicated campaign infrastructure. Either way, authentication, pacing, sender health, suppression, and reply routing are checked before launch.
Use your setup
Connect appropriate email domains and inboxes your team controls.
- ✓Connect appropriate existing domains or subdomains
- ✓Add approved sending inboxes
- ✓Validate authentication and sender configuration
- ✓Apply volume, suppression, and ownership controls
Use a managed setup
Have AllocateEdge prepare dedicated campaign infrastructure.
- ✓Configure dedicated sending domains on your behalf
- ✓Create and route campaign inboxes
- ✓Coordinate email authentication setup
- ✓Manage controlled warm-up and monitor sender health
Either pathPrepared sender infrastructureApproved outreach
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.