Free vs Premium Prospecting in Chat To Clients CRM

Understand the key differences between Free and Premium Prospecting in Chat To Clients CRM and choose the right option for your agency’s needs. This guide breaks down features, capabilities, and ideal use cases for each tier, helping you make informed decisions about lead generation, client outreach, and scaling your prospecting efforts.

TABLE OF CONTENTS

• What is Prospecting?
• What is Chat To Clients CRM Prospecting?
• How to Start with Prospecting in Chat To Clients CRM
• Premium Prospecting – Unlock the Full Power for $29/month
• What Do You Get with Premium Prospecting?
• Local SEO Heatmaps & Ranking
  • Lead Generation Widget
  • CRM & Outreach Integrations (Only available in Sub Accounts)
  • Automation Support  (Only available in Sub Accounts)
• How to Enable Premium Prospecting
  • At the Agency Level
  • At One or More Sub-Accounts
• Quick Recap: Free vs. Premium

What is Prospecting?

Prospecting is the process of identifying and evaluating potential customers who are likely to benefit from your services. In Chat To Clients CRM, Prospecting is an intelligent lead generation tool that helps you discover high-quality leads, analyze their marketing readiness, and uncover opportunities to pitch your services — all from within your dashboard.

What is Chat To Clients CRM Prospecting?

Chat To Clients CRM’s Prospecting tool is built to automate and simplify your lead generation efforts. Instead of manually searching for businesses and running audits, you can now:

• Find and evaluate leads using business data and AI
  
  

• Generate audit reports for each lead, showcasing gaps in their marketing presence
  
  

• Use this data to upsell services, demonstrate your value, and build your pipeline faster

You can access Prospecting in two ways:

1. Basic (Free Tier)
   
   

2. Premium (Paid Subscription)

How to Start with Prospecting in Chat To Clients CRM

Here is a Detailed article here.

Basic Free Prospecting – Explore Before You Upgrade

1. If you're just getting started or want to test the tool, the Free Tier gives you access to essential features.
   
   
2. How to Access in Agency:
   
   
   1. Navigate to your Agency Dashboard
   2. Click on the “Prospecting” tab in the left sidebar
      
      
   3. Click “Continue with Free”
3. How to Access in Sub Account
   
   Free or Basic Prospecting in sub account only available to sub accounts marked as 'Agency Sub Account' - and this option is currently available in $497 plan
   
   
4. What’s Included:
   1. 5 Premium Reports/month
      
      
   2. 50 Basic Reports/day
      
      
   3. What's in a Basic Report?
      
      
5. What's in a Basic Report?
   
   
   1. Business Listings Audit
      
      
   2. Basic Google Business Profile analysis
      
      
   3. Online Reputation snapshot (reviews, ratings, etc.)

⚠️ Free Prospecting is available only at the Agency level (not in Sub-Accounts).

Premium Prospecting – Unlock the Full Power for $29/month

Take your lead gen to the next level with Prospecting Premium, designed for agencies ready to scale.

You can:

• Subscribe to Premium Prospecting at the Agency level
  (and link one Sub-Account for free!)
  
  

• OR directly purchase Premium Prospecting for a Sub-Account

Learn how to link a sub-account here

What Do You Get with Premium Prospecting?

Here’s what makes Premium truly powerful:

1. Unlimited Reports per Month

No more caps — prospect and generate reports without limits.

2. Report refresh

You can update and regenerate your existing reports once per week!

3. AI-Powered Prospecting

• Let AI automatically discover qualified leads based on your target area and niche.
  
  
• AI delivers ready-to-use Premium Reports directly to your dashboard every few days.

4. Website Performance Audits

• See how your prospect’s website performs (speed, SEO, mobile-friendliness, etc.)
  
  
• Identify gaps and offer fixes as part of your pitch.

Local SEO Heatmaps & Ranking

• View geographical visibility of your prospect’s keywords
  
  

• See top-ranking competitors on the map for each pin location
  
  
  For more visit: How to Use SEO Heatmaps in Chat To Clients CRM’s Prospecting Tool
  
  

Lead Generation Widget

• Embed the audit as a lead magnet on your website
  
  

• Fully customizable to match your brand style

CRM & Outreach Integrations (Only available in Sub Accounts)

• Send prospects into your Chat To Clients CRM CRM, Opportunities pipeline, and Workflows
  
  

• Reach out via Email and SMS directly from your CRM
  
  

• Get AI-recommended message templates for quick follow-ups

Automation Support  (Only available in Sub Accounts)

Trigger workflows as soon as a new prospect is generated. You can:

• Auto-send welcome/follow-up messages
  
  

• Save prospect contact info
  
  

• Enroll them into nurturing sequences

For more, visit:  Workflow Trigger for New Prospects in the Prospecting Tool

How to Enable Premium Prospecting

At the Agency Level

1. Go to the Prospecting tab from the left navigation menu
   
   

2. Click “Unlock Premium” on the top right or choose “Upgrade Now”
   
   

3. Follow the payment and setup steps

At One or More Sub-Accounts

1. In your Agency view, go to the Reselling tab
   
   
2. Enable Prospecting for the sub-account(s)
   
   
3. Set your pricing if you want to resell the feature
   
   
4. Sub-Accounts can now activate Premium from their own dashboards
   
   

More detailed steps here

Quick Recap: Free vs. Premium