Operating Surface

CRM

Exa Checking
FullEnrich Checking
Reply.io Checking
HubSpot Checking
OpenAI Checking
Mode Loading
Company Lists 0

No company lists imported.

Companies 0

No account inventory yet.

People 0

No people discovered.

Ready Emails 0

No verified contacts yet.

Routed 0

Nothing has been sent to Reply.io.

Jobs 0

No background jobs running.

Guide

Getting Around

CRM Table Work records page by page

Select rows, expand companies, edit cells, and keep the center table as your primary workspace.

Fast Actions Run the common moves

Use the row under the menu for import, add, search, enrich, tag, send, and delete actions.

Search + Filters Narrow the table without leaving it

Use the table toolbar for CRM search, company-list filters, status filters, and selected-company tags.

Menu Tree Find every command by category

File manages lists, Actions changes records, AI runs enrichment, View changes layout, and Window switches surfaces.

Activity Watch slow work finish

Long-running imports, searches, matching, and enrichment report progress instead of leaving you guessing.

/Open the slash command bar
ShiftMOpen the modal command palette
ShiftFShow or hide the filters panel
ShiftSOpen Sequence Studio for the focused person
SJump to the Reply.io Sequence field on the focused row
aAdd a manual contact to the hovered or focused company
ShiftAAdd a company to the CRM
HLMove between cells
JKMove between rows
ShiftHLShrink or expand the active column
ShiftJKExtend selection down or up and tick rows in bulk
0$Jump to the first or last cell in the row
ggGJump to the first or last row in the grid
OOpen selected company sites or contact LinkedIn/search tabs
EnterExpand a company row
XSpaceTick or untick the focused row
DDelete selected records
EEnrich selected contacts
RRoute selected contacts to Reply.io
?Open or close this sheet

AI Trace

AI People Finder Trace

No trace selected.

Prompt Studio

Create AI Column

How it works

TrueReach automatically injects the company, domain, website metadata, company list sources, contact titles, existing tags, and previous AI outputs into the prompt context before calling OpenAI.

Example ideas

Store Leads Fit as a 0-100 score, ICP Tier as short text, or Segment Tags as auto-applied tags.

⇧M
No lead context selected. Tab Next ShiftTab Prev Choose Enter Run Esc Close

Sequence Studio

6-Step Enrollment Sequence

No person selected.

No domain Draft

Manual Company

Add Company to CRM

Create a company record with only the essentials.

Manual Contact

Add Person to Company

No company selected.

Reports

Save Report