Outbound prep tool for B2B sales teams

Upload your list.
Go to every call ready.

Triage turns a CSV of contacts into signal-led prep for every name on it — email draft, call script, company context, and buying signals — in 30 seconds. No tabs. No winging it.

Upload your first list → 100 credits / month free · No card required
~30s
per contact
£0
to get started
CSV
no CRM required
What members say

"I prepped 40 contacts in the time it used to take me to research 3. The hooks actually land — I had a reply within 20 minutes of sending the first email."

JR
James R.
Account Executive · SaaS

"Finally something that doesn't try to replace me. I want to know what to say — I'll decide how to say it. Triage gets that."

SK
Sarah K.
SDR Team Lead · FinTech

"The signal cards are the bit I didn't expect. Knowing they just posted a hiring role for ops told me exactly what pain angle to lead with."

MT
Mike T.
BDR · Enterprise Sales

Early member feedback · Real quotes, anonymised on request

Why Triage

Automation floods inboxes.
Preparation wins deals.

The market is drowning in AI-generated cold emails. Prospects can tell. Open rates are falling. Reply rates are worse.

A rep who sends 20 genuinely personalised emails — referencing a real hiring signal, a funding round, a homepage message — beats someone sending 2,000 automated ones. Every time.

🤖
AI automation tools
Send at scale. Sound like everyone else. Burn your domain. Replace your reps.
Triage — try it free →
Prep your reps in seconds. Every contact prepped. Human judgment, AI speed. You send — it lands.
Signals we surface
Funding rounds Leadership hires Job postings Homepage changes Recent blog posts Tech stack signals
app.trytriage.com / Q1 targets
Q1 Targets
24
contacts · 18 ready
SL
Sarah Lin
Meridian Labs
JM
James Moreno
Forge Systems
AK
Anika Kumar
Stackline Co
PB
Phil Baxter
Vercel Inc
MT
Maya Torres
Cloudspan
Sarah Lin
VP of Operations · Meridian Labs
✓ Domain active Verify to confirm mailbox
What we found
Homepage updated recently — new copy: "scaling operations without headcount"
Hiring: 2 Operations Manager roles posted this week
Blog: "How we cut onboarding time by 40%" — published 9 days ago
Domain active · MX confirmed · mailbox unverified
Email hooks — pick one
Timing: They just updated homepage copy around scaling ops. Lead with their own words.
Growth: Two ops hires live right now — they're building, not cutting. That's your window.
Pain: "Without headcount" is the constraint they named themselves. That's your in.
Call openers
"I noticed Meridian just updated how you talk about scaling ops — wanted to ask how that's going."
"You're hiring two ops managers right now — are you also looking at the tools underneath the team?"
Credits
37 / 50 remaining
How it works

From list to ready
in five steps.

No CRM required. No technical setup. Works with any spreadsheet your manager hands you. Triage researches — you decide what to say.

01
Import
Upload your list
CSV from anywhere. Triage maps your columns automatically — name, company, email, domain.
Free always
02
Check
Email + domain check
We check email format and confirm the domain accepts email. We tell you what we know — no more.
Free always
03
Context
Set your angle
Tell Triage what you sell and why you're reaching out. Set once, reuse across every contact in the campaign. Reps spend 17% of their week just on prospecting research — this is where you get that time back.
Free always
04
Research
Company researched
We research the company — homepage, recent blog topics, and active job postings. What they're writing about and hiring for tells you what's on their mind right now.
Free always
05
Hooks
Hooks surfaced
Signals, hook options, and call openers — all from live research. Pick your angle, draft from it, or write from scratch. You own the message.
1 credit
What a prep looks like

Everything a rep needs.
Ready in 30 seconds.

This is a fictional example — the format is exactly what you get. One prep per contact. No tabs, no toggling, no guessing.

SL
Sarah Lin
VP of Operations · Meridian Labs
✓ Domain active Mailbox: verify to confirm
Signals found
Homepage updated: "scaling operations without headcount"
Hiring: 2 Operations Manager roles posted this week
Blog: "How we cut onboarding time by 40%" — 9 days ago
Call openers
"I noticed Meridian just updated how you talk about scaling ops — wanted to ask how that's going."
"You're hiring two ops managers right now — are you also looking at the tools underneath the team?"
Signal-led email draft
Subject: Saw your note about scaling without headcount
Hi Sarah,

Saw Meridian just updated how you talk about growth — "scaling operations without headcount" caught my eye.

That's the exact constraint we help ops teams work with. [One line on what you do and the outcome].

Worth 15 minutes to see if it fits?
Pain-led variant
Subject: Two ops manager hires — building the team or the tooling?
Hi Sarah,

Noticed Meridian has two ops manager roles live. Usually that means the team is growing faster than the processes under it.

[One line on what you do]. Happy to share how other ops leads have used it when scaling fast.

15 minutes worth it?
Fictional example — real contacts look exactly like this Get your first prep free →
Built honestly

We tell you
what we know.

No fabricated signals. No invented confidence scores. Triage is useful because it's accurate — not because it sounds impressive.

Domain accepts email
We run an MX record lookup. If the domain has mail servers configured, we confirm it. A real DNS check, not a guess.
Company describes itself as...
We fetch their public homepage. The prep uses their actual words — not a generic industry category.
Mailbox confirmed (paid tier)
ZeroBounce SMTP check on paid tiers. Confirmed = confirmed. Catch-all domain = we tell you that too.
We don't claim the mailbox exists on free tier
MX check ≠ mailbox check. We say so clearly. The paid tier upgrade is what adds that confirmation.
Pricing

Start free.
Upgrade when it matters.

The free tier works. You upgrade when you want verified emails, enriched contacts, and better prep.

Free
£0/ month
25 credits / month
Prep for every contact
Domain scrape + MX check
Upload a CSV · 1 list
CRM push — always free
Email verification not included
Contact enrichment not included
Try it free
Starter
£9/ month
75 credits / month
Everything in Free
3× more credits per month
2 lists
Priority email support
Email verification not included
Contact enrichment not included
Get going for £9
Pro
£29/ month
250 credits / month
Everything in Starter
Better prep quality (Sonnet AI)
Email verification included
Contact enrichment included
Bulk actions + tone selector
3 lists
Go Pro
Team
£79/ month
2,000 shared credits
Everything in Pro
Up to 5 seats
Shared lists + manager view
Pipedrive CRM connect
Usage dashboard
Bring your team
Enterprise
Built around your team · volume credits · custom terms
HubSpot + Salesforce OAuth RevOps admin controls DPA + EU data residency SLA + dedicated support
Talk to us →

All prices in GBP · billed monthly  ·  Top-ups: £9 / 100 cr  ·  £19 / 300 cr  ·  £39 / 750 cr  ·  Purchased credits never expire

CRM integration

Works without a CRM.
Better with one.

CRM connection is an upgrade — not the entry point. Every rep can start from a CSV today.

P
Pipedrive
Phase 1 — Live
Individual reps connect themselves in 30 seconds using their personal API token. No admin involved.
Any rep can self-connect
HubSpot
Phase 2 — Coming
Admin installs Triage once. All reps in the org then authenticate with their own HubSpot credentials.
Admin installs · reps connect
SF
Salesforce
Phase 3 — Roadmap
Admin approves Triage as a Connected App. RevOps controls which fields Triage can read and write.
Admin approval required

CRM push is always free. Logging a prep as a CRM note, creating a follow-up task, marking a contact as contacted — all zero credits. It makes your CRM more useful as a side effect of using Triage.

Stop researching.
Start talking.

Upload your list and get your first prep in under two minutes. No card, no CRM, no setup.

Start free — upload your list →
100 credits / month · free forever · no card required
FAQ

Common questions.

What is Triage?
Triage is an outbound preparation tool for sales reps and commercial teams. You upload a CSV of contacts, Triage researches each company automatically, and surfaces signal-driven hooks for your emails and calls. The rep decides what to say — Triage does the research.
Is Triage really free?
Yes. The free tier gives you 100 credits per month, CSV upload, domain scraping, MX record validation, and AI-generated hooks using Claude Haiku. No credit card required. Free forever — we charge when we add value beyond the baseline.
How is Triage different from Clay or Apollo?
Apollo finds contacts. Clay orchestrates data for RevOps teams. Triage preps the rep for the conversation — it takes a list you already have and makes every contact on it ready to reach out to in seconds. It is not a prospecting database and not a sequencing tool. Most teams use Triage alongside Apollo or their CRM, not instead of them.
What signals does Triage surface?
On the free tier: company homepage language, recent blog headlines, active job postings, and MX record provider — all pulled from public sources automatically. On paid tiers: People Data Labs enrichment (job title, seniority, tenure) and ZeroBounce SMTP email verification. LinkedIn activity signals via Proxycurl are coming on paid tiers.
Does Triage write the email for me?
Triage surfaces hook options — specific email openers and call angles based on what it found. You pick the angle that fits and write from there, or optionally use one credit to draft from a hook. The rep stays in control of the message. We believe AI should do the research; the rep should do the talking.
Do I need a CRM to use Triage?
No. CSV upload works on every plan with zero CRM required. Connecting Pipedrive, HubSpot, or Salesforce makes prep richer (adds last-contact date and deal stage) and lets you push notes and tasks back to your CRM — but it is entirely optional and never required to get value.
How does the credit system work?
Each prep generation costs 1 credit. MX record checks, domain scrapes, and CRM pushes are always free. Free tier: 50 credits/month. Credits reset monthly and unused credits don't roll over. Purchased top-up credits never expire. Two-bucket system: monthly allocation and purchased credits tracked separately.
Is Triage GDPR compliant?
Yes. Triage is built GDPR-compliant from the ground up. Data is stored on EU-based Supabase (Ireland). CSV data is processed transiently and not stored permanently. We store contact IDs and scores, not raw contact objects. See our Trust Centre for the full data inventory and sub-processor list.
Does Triage work for students and graduates?
Yes. Students and recent graduates get 3× the monthly credits — 150 instead of 50 — free. Sign up with a @*.ac.uk or @*.edu email for instant verification. See the student programme page for details.
Can I refer other reps to get more credits?
Yes. Refer a rep, they sign up and complete onboarding, you both get 50 bonus credits added to your current month's allocation. Credits expire at month end — no rollover. No limit on referrals. See the referral programme for details.

Still have questions?

Get in touch →