Many teams struggle to activate their data effectively. Working only in Excel or pushing data directly to a CRM limits your ability to filter, visualize, and take precise actions. This makes onboarding, enrichment, and orchestration harder, and risks missing key signals for engagement or qualification.

With LoneScale’s Explore view, you can now interact with your contact and account data in real-time, apply advanced filters, and trigger actions directly.

Key benefits

Qualify, disqualify, enrich, or push to CRM based on real-time contact, account, and signal context
Easily identify new opportunities and optimize onboarding and orchestration processes
Filter across multiple objects like contacts, accounts, signals, AI agent results, or CRM data in one unified view
Build custom audiences and take actions directly from Lonescale

How it works

Step 1: Explore your data

Use the Explore tab to view all your contacts and accounts across workflows, imported lists, or CRM data.

You can:

Apply filters across contacts, companies, signals, AI agent outputs, and CRM fields
Customize columns to focus on the data points you need
Search and sort by any field, including the latest signals like new hires or job changes

Step 2: Take direct actions from the view

From any filtered view, you can:

Push selected contacts or accounts to your CRM using your default sync settings
Trigger enrichment for emails, phone numbers, or LinkedIn information
Run AI agents to add insights such as company B2B/B2C type, hiring signals, or technology stack
Sync results back to your CRM

Step 3: Manage audiences

You can create and manage custom audiences by:

Saving any filtered view as an audience
Adding contacts or accounts to existing audiences
Importing lists from CSV, Salesforce reports, or HubSpot lists, and combining them into audiences
Using audiences as filters in the Explore view to track, engage, or trigger actions