ClientGen equips you to instantly spot high-potential prospects, uncover what makes them tick, and engage with campaigns that land at exactly the right moment.
Run location-based searches across your market and filter by the exact criteria you set. View results as a list, cards, or a map. Save searches to rerun anytime — or feed them straight into automated outreach.
Unlock dozens of verified data points on prospects and clients — who they are, what they value, and where they're headed. Enrich one contact at a time or your whole database at once.
Add up to 100 contacts to your Monitor Dashboard and ClientGen watches them for money-in-motion catalysts — so you engage at exactly the right moment, convert prospects faster, and never get surprised by a client's big life event.
The Marketing Hub manages your entire outreach operation: multi-step campaigns across email and LinkedIn, compliance-friendly templates, targeted digital ads, and performance metrics in one place.
For firms with unique markets, proprietary data, or specialized segments, ClientGen goes beyond the dashboard.
We connect your own data stream — CRM exports, niche databases, proprietary lists — to our life-event engine and deliver a private, continuously refreshed feed built exclusively for your firm. Your data stays yours; the signals become actionable.
Point us at a segment and we go deep: business owners approaching exit in a specific metro, executives at pre-IPO companies, professionals in a given industry. On-request research delivered as ready-to-work prospect intelligence.
Millions of public sources, rigorously checked for accuracy before a single data point reaches your dashboard.
CCPA/GDPR compliant data with SOC2 Type 2 in progress, plus compliance-friendly outreach templates.
New event data lands every week, tagged by Event Month. Most events surface within 90 days — often sooner.