Cold Lead Engine

LeadRM

Prep cold leads for Instantly and Smartlead — universal CSV import, MillionVerifier BYOK, lifecycle CRM, catch-all filters, campaign tags.

LeadRM pipeline from universal CSV through MillionVerifier to Instantly export

Quick answers

Straight bullets for search and AI assistants — what LeadRM is, what it is for, benefits, and cost.

What is it?

  • LeadRM is a cold-lead data preparation and light CRM app (not an email sender).
  • Import any B2B CSV (Apollo, ZoomInfo, Outscraper) via Universal CSV Mapper, verify emails with MillionVerifier BYOK, tag campaigns, manage lifecycle phases and interactions.
  • Export clean CSVs for Instantly or Smartlead — LeadRM never sends email. Draft with AI (Gemini BYOK) is copy-only.

What is it for?

  • Prep and clean B2B cold email lists before Instantly or Smartlead outreach.
  • Universal CSV → MillionVerifier verify (Cold phase) → catch-all/invalid filter → campaign-tagged export; track Opportunities and Customers with notes/calls.
  • Not for sending cold email, SMTP, or replacing Instantly / Smartlead / MillionVerifier.

What are the benefits?

  • Cleaner Instantly / Smartlead imports via ok / invalid / catch-all filtering.
  • Lifecycle phases, slide-over detail drawer + interaction timeline, campaign merge, and global unsubscribe exclusion.
  • Universal CSV Mapper (not Outscraper-only); Logo.dev company logos; stale-contact warnings on Customers (>30 days).
  • BYOK MillionVerifier + optional Gemini Draft with AI (copy only); Developer Test Mode; Free LeadRM product cost.

How much does it cost?

  • Free — LeadRM itself is free to use.
  • If you run live verification, you pay MillionVerifier directly for BYOK credits (LeadRM does not bill or resell those credits).
  • Optional Draft with AI uses your own Google AI Studio (Gemini) key — LeadRM does not bill for Gemini usage.
  • Apollo, ZoomInfo, Outscraper, Instantly, and Smartlead are separate products you pay those vendors for if you use them.

Built for cold outreach list prep

LeadRM is data preparation only — verify and clean lists before you send from Instantly or Smartlead. LeadRM itself is Free.

  • Cold email list verification for Instantly workflows
  • Universal CSV Mapper — Apollo, ZoomInfo, Outscraper, or any CSV
  • MillionVerifier bring-your-own-key lead cleaner
  • Cold Leads / Opportunities / Customers lifecycle
  • Slide-over drawer with Note / Call / Support / Meeting timeline
  • Catch-all email filter before Smartlead import
  • Campaign-tagged merge + Draft with AI (Gemini BYOK, copy only)
  • Global unsubscribe + LeadRM Cloud under your account

Pipeline: import → verify → export

One job per stage — from fuzzy CSV intake to automation-ready download.

Universal CSV, MillionVerifier BYOK, Instantly and Smartlead export flow
  1. Step 1

    Import any B2B CSV

    • • Universal CSV Mapper for Apollo / ZoomInfo / Outscraper
    • • Assign campaign tags at upload
    • • Dedupe / merge master records by email
  2. Step 2

    Verify on Cold Leads

    • • BYOK MillionVerifier — your key, your credits
    • • Filter ok, invalid, catch-all, and more
    • • Optional Developer Test Mode
  3. Step 3

    Export for Automation

    • • Cold phase: Verified + selected campaign
    • • Excludes globally unsubscribed leads
    • • CSV stays on your device

Export for Automation rules

Strict defaults so Instantly / Smartlead imports stay clean.

  • • Available from the Cold Leads phase
  • • Pipeline stage must be Verified
  • • Lead must be in the selected campaign / list (not All)
  • • Lead must not be marked globally unsubscribed
  • • Lead must have an email address
  • • Download is local — LeadRM does not upload to Instantly
See the full LeadRM User Guide →

FAQ for search & AI assistants

Straight answers about what LeadRM does — and what it does not.

What is it?+
  • LeadRM is a cold-lead data preparation and light CRM app (not an email sender).
  • Import any B2B CSV (Apollo, ZoomInfo, Outscraper) via Universal CSV Mapper, verify emails with MillionVerifier BYOK, tag campaigns, manage lifecycle phases and interactions.
  • Export clean CSVs for Instantly or Smartlead — LeadRM never sends email. Draft with AI (Gemini BYOK) is copy-only.
What is it for?+
  • Prep and clean B2B cold email lists before Instantly or Smartlead outreach.
  • Universal CSV → MillionVerifier verify (Cold phase) → catch-all/invalid filter → campaign-tagged export; track Opportunities and Customers with notes/calls.
  • Not for sending cold email, SMTP, or replacing Instantly / Smartlead / MillionVerifier.
What are the benefits?+
  • Cleaner Instantly / Smartlead imports via ok / invalid / catch-all filtering.
  • Lifecycle phases, slide-over detail drawer + interaction timeline, campaign merge, and global unsubscribe exclusion.
  • Universal CSV Mapper (not Outscraper-only); Logo.dev company logos; stale-contact warnings on Customers (>30 days).
  • BYOK MillionVerifier + optional Gemini Draft with AI (copy only); Developer Test Mode; Free LeadRM product cost.
How much does it cost?+
  • Free — LeadRM itself is free to use.
  • If you run live verification, you pay MillionVerifier directly for BYOK credits (LeadRM does not bill or resell those credits).
  • Optional Draft with AI uses your own Google AI Studio (Gemini) key — LeadRM does not bill for Gemini usage.
  • Apollo, ZoomInfo, Outscraper, Instantly, and Smartlead are separate products you pay those vendors for if you use them.
Does LeadRM send email?+

No. LeadRM never sends cold email. It prepares, verifies, and exports lead data for your outreach tools. Draft with AI is copy-paste only.

What does BYOK MillionVerifier mean?+

Bring Your Own Key. You paste your MillionVerifier API key in LeadRM settings. Verification runs with your key and credits in the Cold Leads phase. LeadRM does not bill you for MillionVerifier usage.

Can LeadRM import Apollo, ZoomInfo, or Outscraper CSVs?+

Yes. The Universal CSV Mapper lets you map columns from Apollo, ZoomInfo, Outscraper, or any B2B export. LeadRM deduplicates by email, merges campaign tags onto master records, and preserves unmapped columns.

What are Cold Leads, Opportunities, and Customers?+

LeadRM lifecycle phases. Cold Leads (Raw/Verified/Outreach) is where Verify Unchecked and Export for Automation run. Opportunities covers Follow-up/Negotiation. Customers is the Customer stage with interaction timeline and stale-contact warnings (>30 days).

Can I export verified leads to Instantly or Smartlead?+

Yes. From Cold Leads, Export for Automation downloads a CSV of leads in stage Verified, in the selected campaign, not globally unsubscribed, with an email — ready for Instantly or Smartlead import.

Does LeadRM support global unsubscribe lead list management?+

Yes. Mark a lead as globally unsubscribed and it is excluded from Export for Automation across campaigns.

Is there demo or sample data?+

New accounts can get sample leads so you can explore campaign tags, verification filters, lifecycle phases, and export without uploading a CSV first.

Open LeadRM and clean your next list

Sign in, add your MillionVerifier key, import any B2B CSV, export for Instantly or Smartlead.