Prospecting Free Tier in Sparkforge Sub-Accounts

Run Prospecting directly inside Sparkforge Sub-Accounts to handle lead generation, CRM management, and outreach automation — without a Premium upgrade. Agencies can prospect where their contacts, pipelines, and automations already live.

What Prospecting Free Tier does

Prospecting Free Tier in Agency Sub-Accounts gives agencies access to core Prospecting functionality — lead generation, audit reports, and CRM syncing — inside Sub-Accounts marked as agency-owned. This lifts the previous limitation where Prospecting was only available in Agency view unless upgraded to Premium.

It's especially useful for agencies running internal sales and marketing inside Sub-Accounts, so prospect discovery, outreach, and follow-up all happen in one workspace.

What you get

• More flexibility — prospect inside Sub-Accounts where your CRM and workflows live.
• Faster activation — generate leads and audit reports without a Premium upgrade.
• Seamless CRM sync into Contacts and Opportunities in the same Sub-Account.
• Integrated automation — trigger workflows, email, and SMS follow-ups instantly.
• Less context switching between Agency view and Sub-Accounts.
• Right-sized usage — Free Tier for internal work, Premium for client-facing.

Eligibility and access

• Available only in Sub-Accounts marked as Agency Sub-Account.
• Must be enabled via the Labs toggle.
• Marking a Sub-Account as agency-owned requires the $497 Agency plan.
• Not enabled by default for all Sub-Accounts.

Prospecting features available in Sub-Accounts

• Lead generation and business search.
• Audit report creation.
• Prospect account management.
• Sync leads into Contacts and Opportunities.
• Access to Prospecting tabs: Prospect Accounts, Prospect AI, Widgets, Report Builder, Settings.

How to set up Prospecting Free Tier

Step 1: Mark Sub-Account as Agency Sub-Account

1. Go to Agency View.
2. Open Sub-Accounts.
3. Locate the Sub-Account you want.
4. Click the three-dot menu at bottom right.
5. Select Add as Agency Sub-Account.

Step 2: Access Prospecting in the Sub-Account

1. Open the Sub-Account.
2. Go to Marketing → Prospecting.
3. Click Add Prospect to start generating leads or audit reports.

Using Prospecting inside Sub-Accounts

• Search businesses and generate audit reports.
• Add prospects directly to your CRM.
• Auto-create Contact records and Opportunity pipeline entries.
• Trigger workflows for email outreach, SMS follow-ups, and nurture sequences.

Free Tier vs Premium

• Free Tier (Sub-Accounts): internal agency prospecting and workflow integration.
• Premium Tier: client-facing prospecting, white-label reporting, advanced features and scale.

FAQ

Why don't I see Prospecting in my Sub-Account?

Make sure the Sub-Account is marked as an Agency Sub-Account and the Labs toggle is enabled.

Does this replace Premium Prospecting?

No. Premium is still required for advanced and client-facing use cases.