SellerSignal
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  1. 1. Upload your export
  2. 2. We score it
  3. 3. Read your call list

Free pipeline audit

Export your open deals from your CRM as a spreadsheet, upload it here, and the scoring engine reads each one the way a person would: stage, last contact, engagement, everything in the file. You get back the vendors most worth calling this week, each with a reason to call.

The free audit shows what SellerSignal can do from a spreadsheet. For the most accurate results, it connects to your CRM directly.

So the audit belongs to someone. We do not send marketing email.

It tells us whether we can link straight to your CRM later, so a weekly list arrives without anyone exporting anything.

  • When you export, choose everything, not just what is on your screen. It is the single biggest difference to your list: a default export usually carries a handful of columns, and the full one carries your team's history with each vendor, which is what makes an opener specific.
    Step by step for HubSpot, Rex and other CRMs

    HubSpot. Deals, then Export. Open Customize and choose All properties and all associations on records. It arrives as a zip; the CSV is inside.

    Rex. Contacts, Properties or Listings, tick the records, then Export and Data Export. In the menu that appears, include everything.

    Anything else. Look for all fields or all columns rather than current view. Wide files are fine, SellerSignal reads hundreds of columns.

  • A CSV file, up to 10 MB. In Excel or Sheets: File, then Save as or Download, then CSV.
  • SellerSignal reads your whole file and scores the 25 most promising records in it: the ones with recent contact, recent activity, or a near-term stage. You do not need to sort anything. Export your open or active deals rather than your whole database and the scoring will find the ones worth looking at.
  • A column that names each deal or property is the only one we truly need.
Takes a few minutes. No card, no signup.
What happens to your file

It is scored once and then deleted from our server. The results page is held for six hours so you can read it, then that goes too, so save or print it if you want to keep it.

Scoring sends the relevant record details, including any notes in the file, to Anthropic in the United States. They do not train on your data and may hold it briefly under their own terms. We keep your email, agency name, CRM and the row counts. We do not keep your vendors' details. Full detail in the privacy policy.