Lead Qualifier
Drop in a company name and get a structured brief: HQ, phone, parent brand, retail channels, SKU estimate, packaging formats and a deterministic 1–5 fit score you can defend.
Flexible-packaging sales intelligence
Every bag-buying lead,qualified before you knock.
Flex Pilot is the field cockpit for packaging reps: one-click company qualification, verified contacts, a private CRM, traffic-aware route planning, and an AI copilot that actually does the work — by voice, on the road, from your phone.
- No spreadsheet exports
- Works offline-friendly on mobile
- Private per-rep data
1 click
From company name to full brief
3 sources
Web research, ZoomInfo, Apollo
Live
Traffic-aware trip routing
Voice
Hands-free copilot in the truck
Capabilities
Everything a packaging rep does, in one cockpit
No tab-hopping between a research tool, a contact database, a spreadsheet and a maps app. Flex Pilot covers the whole day.
Find Leads
Search by industry, state, company size, or a live radius around wherever you're standing. Results come back pre-scored so you only save what's worth the drive.
Contact discovery
Merged ZoomInfo and Apollo lookup with ranked candidates, labeled direct/mobile numbers, LinkedIn, and an explanation of why each person is the right door.
Private CRM
A six-stage pipeline with company records, multiple classified locations, notes, files, activity timeline and a full audit trail — scoped privately to each rep.
Tasks & follow-ups
Every saved lead forces a next step. Priorities, presets, due dates and stage triggers keep the pipeline from going quiet.
Map & trip planner
Leads pinned by fit score, natural-language filtering, optimized multi-stop routes with real traffic, and one-tap hand-off to Google Maps navigation.
Flex, your copilot
A persistent assistant that researches, drafts, updates records and navigates the app for you. Draggable, resizable, and never in the way of your screen.
Flex Lens
Photograph or describe any bag and get the spec: format, film structure, closure, terminology — plus AI-rendered illustrations and consistent cost math.
Daily Sheet & Scorecard
Personal activity metrics, custom goals, history browsing and a team leaderboard, all gated by role so managers see what they should.
Learning loop
Corrections you make feed back into scoring rules, so qualification gets sharper the longer your team uses it.
Outlook email
Draft and send from your own mailbox, and see the live thread with every contact right on the lead record.
Built for the field
Responsive down to the phone, an Android shell with native turn-by-turn hand-off, and a launcher you can drag out of the way.
How it works
From cold name to logged visit in five moves
Each step hands off to the next automatically — nothing gets retyped.
- 01
Find
Search an industry, a state or a two-mile radius around your truck. Candidates arrive scored.
- 02
Qualify
One click returns the full brief and fit score, with sources and the option to re-run with a correction.
- 03
Reach
Pull ranked contacts with direct dials, then draft the intro from your own Outlook mailbox.
- 04
Drive
Add the stop to today's route. Traffic-aware ordering, then hand off to navigation.
- 05
Log
Log the visit by voice, set the follow-up, and watch the stage and scorecard update themselves.
Under the hood
Depth where it matters
The parts reps lean on every day got the most attention.
Qualification
A fit score you can actually explain
Scoring is deterministic, not vibes. Discovery estimates and full qualification use the same rules, so a lead's number never drifts between screens. Disagree with it? Re-run with a correction and the reasoning updates in place.
- Structured brief: HQ, parent brand, channels, SKU count
- Cross-checked against ZoomInfo company data
- Snapshot history on every lead record
- Corrections feed the learning loop
On the road
Routes that respect real traffic
Pins are colored by fit so the map reads at a glance. Filter it in plain language, build a multi-stop trip, insert a detour and see exactly what it costs you in minutes before you commit.
- Google Routes API with live traffic
- Optimized multi-stop ordering and detour readouts
- Nearby-lead nudges when you're already close
- One-tap native navigation hand-off on Android
Pipeline
A CRM shaped like your actual week
Six stages, tabbed lead records, classified locations with local-time call-readiness dots, tasks with priorities, and a two-step delete so nothing disappears by accident.
- Info, Contacts, Qualification, Tasks, Notes, Files, Activity, Email
- Primary and secondary sites with Maps links
- Stage-change confirmation and lost-reason capture
- Undo window on deletes
Integrations
Plugged into the tools you already pay for
Connect once in settings; every feature picks it up.
ZoomInfo
Company and contact enrichment on save
Apollo
Backup contact coverage when ZoomInfo is thin
Microsoft Outlook
Send from your mailbox, read threads on the lead
Google Maps & Routes
Geocoding, traffic-aware routing, navigation hand-off
Android (Capacitor)
Native shell with turn-by-turn hand-off
Firecrawl research
Live web evidence behind every brief
Trust
Private by default
Field data is personal. It's treated that way.
Row-level security
Every record is scoped to its owner at the database layer, not just the UI.
Roles that mean something
Rep, manager and admin permissions gate features, data and admin lists.
Audit trail
Qualifications, corrections, visits and stage moves are all logged.
FAQ
Questions reps ask first
Do I need to import my existing leads?
No. You can start by qualifying a single company name, and anything you save lands in your CRM automatically. Nothing needs to be prepared up front.
Where does the research come from?
Live web research plus ZoomInfo and Apollo where they're connected. Every brief keeps the reasoning so you can check it before you use it in a call.
Can my manager see my pipeline?
Only if their role allows it. Data is scoped per rep at the database layer, and manager visibility is an explicit permission.
Does it work on a phone?
Yes — the whole app is responsive, and there's an Android shell that hands routes off to native turn-by-turn navigation.
What happens if the AI gets a score wrong?
Re-run it with a correction. The brief updates in place and the correction feeds the learning loop so the same mistake stops repeating.