Features
Every module, one intelligence core.
Each module connects to the same research engine underneath. Scroll through; the field behind this page changes as you go.
01 — Scheduled signal discovery
Auto Prospector
An always-on scout for your market.
Define a profile once: what to look for, where, how often, and how to treat accounts you already know. Runs happen in the background and return scored, source-backed signals instead of raw noise.
- Profiles control scope, schedule, and known-account policy
- Every candidate scored for fit and confidence, with cited sources
- Triage queue: track, ignore, or merge signals as they arrive
- Signal digests keep the whole team informed automatically
- Convert any signal to campaign research, an opportunity, a brief, or a grant package
02 — Per-person outbound, grounded
Campaign Research
From research to committed campaign.
Start from a prompt, a company, selected contacts, or a prospector signal. Multi-pass research builds company context and stakeholder records, then writes a sequence for each person. Not one template for everyone.
- Company and person research modes
- Pull contacts from HubSpot or your local audience lists
- Business-day cadence with fixed-interval and custom day-offset modes
- Follow-up refinements and saved revisions before you commit
- Commit creates real campaigns, lists, templates, and steps
- Sends run with rate limits, jitter, suppression checks, and stop-on-reply
03 — Research-backed deal workspaces
Opportunities & Deal Kits
The pursuit assets, generated and versioned.
Opportunities are workspaces where research becomes the kit you take into the room: a grounded report, plus the working documents around it. Each artifact is versioned so you can iterate, export, and push.
- Source-grounded opportunity research reports
- SOW drafts, executive one-pagers, and pitch-deck structures
- Follow-up runs update a completed report as the deal evolves
- Docs-only generation creates missing artifacts without re-running research
- Brief exports and explicit HubSpot deal push when you're ready
04 — Funding pursuit with gates
Grant Packages
From funding source to working application package.
Feed it a grant URL, an upload, a pasted description, or a prospector signal. It snapshots the source, extracts requirements and format rules, and gives you a go / mixed / no-go recommendation before you spend a single drafting hour.
- Source snapshot with normalized requirements and format schema
- Early go / mixed / no-go recommendation with human override gates
- Funder profile and grounding against your Company Knowledge
- Narrative scaffold and draft sections, with placeholders where facts are missing
- Compliance checklist for eligibility, attachments, and required formats
- Markdown and DOCX exports of the working package
05 — Citation-verified intelligence
Brief Exports
Research that's safe to forward.
Any research can ship as a polished Markdown or DOCX brief: campaign research, opportunity research, or a raw signal. Citation verification runs before export, so weak or missing grounding is visible before anyone outside the team sees it.
- Export from campaign research, opportunity research, or prospector signals
- Optional focus prompts run extra targeted research for the brief
- Citation verification surfaces issues before the export completes
- Share by download or email, straight from the platform
06 — The always-on campaign engine
Auto-Pilot
Qualified work keeps moving, on your rules.
Auto-Pilot watches for prospector signals that meet your fit and confidence thresholds, fills remaining capacity from your target-account list, researches each company, and builds the campaign through the same workflows your team already uses.
- Admin-managed: one configuration per workspace
- Fit and confidence thresholds gate what qualifies
- Intake frequency and concurrency caps control the pace
- HubSpot contact enrichment and owner-mapped assignment, with opt-in round robin
- Your campaign guidance applied: goal, CTA, tone, sequence length, cadence
- First send scheduled a day out for spot checks; every decision audit-logged
The operational layer
What makes it usable inside a real team.
These don't get the spotlight, but they're what makes the rest usable inside a real team: background jobs, a real inbox, reporting, grounding, and governance.
Inbox & Responses
Replies land in a unified inbox. AI-drafted responses use prior research and campaign context, and sequences stop automatically when someone replies.
Research Jobs
Heavy work runs as background jobs with reviewable status, revisions, retries, and full history. The UI stays responsive while research runs.
Analytics & Executive Reports
Campaign funnels, event exports with target filters, KPI trends, and Auto Prospector metrics, plus scheduled executive reports for the people who ask "what happened this week?"
Company Knowledge
Upload positioning, case studies, FAQs, and product notes. Managed retrieval and reindexing ground every research run, sequence, and artifact in your own material.
Mailboxes & CRM
Microsoft 365 or Google Workspace for sending and inbox workflows, your choice per workspace. HubSpot for explicit, auditable import and push: owner mapping, contact import, deal push, signal push. No uncontrolled background sync.
Governance & Compliance
Workspace isolation, role and claim gates, 2FA, audit logs, mock send mode, recipient block lists, unsubscribe safety, and billing-lock read-only mode.
See it on your own accounts.
The fastest way to evaluate DialogDrive is to point it at a company you actually want to win.