Find the people worth writing to, inside your CRM

What lead discovery is, and what it is not

Lead discovery is searching public directories of accounts, channels and companies to build a targeted prospect list, then filtering it on quality signals before anybody spends a message on it. In CRM Solid it runs inside the same workspace as the inbox, the pipeline and the sequences, so a lead found on Tuesday is a contact with an owner by Wednesday rather than a row in a spreadsheet nobody opens again.

What it is not is a scraper pointed at a platform you do not have permission to read, or a magic source of personal email addresses. The catalogues are directory data with the filters you would expect a directory to have, and the honest value is in the filtering: an audience of two thousand accounts that match on country, topic and follower ratio is worth more than two hundred thousand that match on nothing.

How credits work

Sourcing is priced in credits, spent per lead collected rather than per search, so an exploratory search that returns twelve rows costs twelve rows worth. Two rules are worth knowing:

• Your monthly allocation resets each month: 200 on Free, 15,000 on Pro and 150,000 on Business.
• Credits you buy on top never expire. They sit in the wallet and are spent after the monthly allocation, so buying ahead of a campaign is not a use-it-or-lose-it decision.

Checking an account before you write to it

Follower count is the least reliable number on a social profile. Deep analysis, available from Pro, audits an X account for fake followers, looks at whether the engagement matches the audience size, checks for shadowban signals and produces an account valuation.

It is reported as a verdict with the detail folded underneath, because a grid of vendor metrics is not a decision. A high bot percentage next to a high quality score means something specific, and the summary says what it means rather than leaving you to reconcile two numbers that disagree.

From a list to a conversation

The reason discovery sits inside the CRM is what happens next. Imported leads land on a pipeline board with your tags, can be enrolled in a multi-channel sequence, and every reply comes back into the unified inbox where the AI agent, the assignment rules and the reporting already work.

Sending stays paced on purpose. Sequences run on a per-account daily allowance, inside sending windows, and stop the moment somebody replies. A discovery tool that let you message ten thousand strangers on Monday would be selling you a banned account by Friday.

The honest limits

Three things that are better learned here than after a purchase.

• The catalogues are not all the same size. X has 18.8 million accounts and Telegram 3 million public channels; TikTok and YouTube are in the tens of thousands. The source picker shows each catalogue size for exactly this reason.
• Auto-import and deep X analysis start on Pro. Free can run searches with a 100-row ceiling per run and 200 credits a month, which is enough to judge whether the data is useful, not to build a campaign on.
• This finds public profiles and company records. It is not a source of private personal data, and outreach still has to respect the consent rules of the channel you send on and the law where your recipient lives.