WHAT YOU GET WITH NEXTCALL

The leads.
The timing. The words.
Your next call.

A practical prospecting resource and a simple system to work in. From the reason you reach out to the results you record, it all has a place.

Explore the plans
THE WHOLE PICTURE

This is what’s
in your corner.

Both individual plans include researched opportunities, prepared outreach, and a private client workspace. Your plan determines the agreed research coverage and depth.

01

Research for your sales specialty

Choose your specialty: merchant services and POS, business internet and telecom, payroll and HR technology, Commercial Insurance Producer, or advertising and marketing. Your offering, territory, target buyers, and exclusions guide the research.

02

A clear reason to call

Each opportunity brings the business development, why it may matter to your offering, and the next question worth asking. You get context for a conversation.

03

Timing you can understand

See research and event dates, source context, and simple Act Now, Active, Radar, or Watch labels. Know what deserves attention and what still needs watching.

04

Company and contact details

Business names, addresses, websites, and available contact details stay with the opportunity. Verification status makes clear what has been checked and what still needs confirmation.

05

Prepared outreach in your voice

Editable subjects and email drafts reflect your offering, tone, and preferred meeting ask. Add your saved signature when you choose. Review the message, make it yours, and send it when you’re ready.

06

Your own organized client workspace

Both individual plans include the CRM. Your dashboard, My Next Calls, My Top 10, state tabs, Opening Timeline, Pipeline, and Prepared Emails keep the work in one place.

07

Easy handoff to your existing CRM

Copy company details, addresses, phone numbers, emails, subjects, and full drafts. Export a prospect, selected opportunities, or your workspace to CSV.

08

Support and delivery updates

New delivery notices appear in your workspace inbox. Save questions and account requests, then keep track of their status and history.

Opportunity volume and contact availability vary by market and available signals. Small-business and team offerings have separately agreed scope, access, and pricing.

YES, YOUR CRM IS INCLUDED.

A home for your next call.
And the one after that.

You need somewhere to work the opportunities, stay organized, and see where things stand. Your NextCall workspace comes with both individual plans.

See how you track progress
PRODUCT WALKTHROUGH · FICTIONAL SAMPLE
YOUR DAILY VIEW

A little clarity. A next step.

01Sample opportunity
01Prepared email
DT
Desert Table Kitchen

First restaurant location announced

Active

What changed. Why it matters. What to say.

Know what’s next

Set follow-up dates and see what’s due, so a good conversation doesn’t disappear into a busy week.

Keep the context

Save notes and company opportunity history. Pick up the next conversation knowing what came before.

See what moves forward

Track progress through New, Contacted, Meeting, Proposal, Won, and Lost. Record opportunity values and outcomes.

Keep your workflow flexible

Use NextCall as your workspace or transfer details into the CRM you already use with copy tools and CSV exports.

MAKE THE VALUE VISIBLE

“Is this worth
the investment?”
Keep track.

That’s a fair question. Follow the opportunities through your pipeline, record meetings and wins, and enter the revenue you report from those accounts.

Use that record and your CSV exports to compare your own profit or commission with the monthly fees and setup cost. You have a clearer basis for deciding what NextCall is worth to you.

01

Record the activity.

Save the contact, note the conversation, and set the next follow-up.

Did I work the opportunity?
02

Record the outcome.

Move the stage as a meeting, proposal, win, or loss happens. Add the value and reported revenue.

What moved forward?
03

Review the investment.

Bring your profit or commission figures to the review and compare them with your NextCall costs.

What did it mean for my business?

Your workspace records the outcomes you enter. Profitability depends on your own margins, commissions, and costs. Results are client-reported; no sale or return is guaranteed.

SAME WORKSPACE. THE RIGHT RESEARCH SCOPE.

Start focused.
Go deeper with Pro.

NextCall · $300/monthFocused territory, primary offering, and agreed ideal customer profile, with the research, outreach, and CRM to work it.

NextCall Pro · $500/monthBroader agreed coverage, deeper decision-maker research, expanded monitoring, account resurfacing, and relevant follow-up drafts.

Individual plans. A one-time setup fee applies. Business and team pricing is agreed separately.

Compare plans
WE BRING THE LEADS, THE TIMING, AND PERSONALIZED OUTREACH.

You bring the conversation.
The final stretch is up to you.

Review the research. Make the message yours. Build the relationship.

Find your next call