SGO PeopleHub Business Tools Hub featuring Make, CloudTalk, Zadarma, Apollo, Fireflies.ai, Pipedrive, Chatway, Calendly and Zoho
Business Tools Hub

Business Tools, Lead Generation & Growth Systems

Great teams need more than software. SGO PeopleHub combines practical business tools with targeted B2B prospect data, outbound-system setup, sales training and people insight. Explore the technology we use, build a lead brief around the exact companies and decision-makers you want to reach, or ask us to help put the complete system together. Each tool is covered properly further down: what it does, who it suits and where it falls short. If you are here for the people rather than the software, start with how our offshore teams work.

Some links on this page are partner or affiliate links, and SGO PeopleHub may receive a commission at no additional cost to you. How this page works

SGO Service · B2B Lead Generation & Prospect Data

Build Your Ideal Prospect List

The right outreach starts with the right audience. Tell us exactly which businesses and decision-makers you want to reach and SGO PeopleHub will build a prospect-data brief around your market, targeting criteria, contact requirements and volume. We build and clean prospect lists for our own outbound, so we know the difference between a list a team can work and a spreadsheet of names. It is also the natural starting point for the revenue-generating offshore teams we build for clients.

What You Can Specify

  • Target by country, region, city or custom geography.
  • Choose industries, business types, employee size and optional revenue criteria.
  • Target founders, owners, C-suite, directors, heads of department and custom job titles.
  • Request verified business email, mobile or direct number, company phone, LinkedIn profile and other enrichment fields where available.
  • Request one-off data, recurring monthly supply, enrichment of an existing company list, or CRM data cleaning and verification.
  • Ask SGO to prepare the file for your CRM or quote an outbound system around the same data.
SGO PeopleHub offshore team working on prospect research and outbound campaigns

Targeted Prospect Lists

New B2B prospect datasets built around your chosen markets, industries, company profile and decision-makers.

Contact Enrichment

Already have company names? Ask SGO to identify relevant decision-makers and available business contact information.

Data Verification & Cleaning

Clean duplicates, verify emails where requested, identify missing fields and prepare existing prospect data for outreach.

CRM-Ready Data

Structure the final file around the fields and format needed for Zoho CRM, Pipedrive, HubSpot, Salesforce or another system.

Recurring Prospect Supply

Request fresh prospect batches monthly, quarterly or on another agreed schedule.

Outbound Launch Support

Add domains, mailboxes, Smartlead configuration, campaign setup, copy, automation and CRM routing to the quote.

Built Around Your ICP

You Define The Audience. We Build The Brief.

No generic “one size fits all” database. Choose the markets, business profile, decision-makers, contact fields and quantity you need. We will review availability and prepare a tailored quotation based on the brief you submit. Want people to work the list too? See what a dedicated team costs.

SGO Lead Requirement Builder

Build Your Lead Brief In A Few Minutes

Eight short steps turn a vague “can you supply leads?” into a brief we can quote properly. It opens in a secure form, your answers are kept as you move back and forth, and nothing is sent until you press Get My Quote. There is no instant price or audience count, because an honest quote depends on checking availability against your exact criteria.

  1. 01Define Your MarketCountries, regions, industries and company size.
  2. 02Choose Your ContactsDecision-makers, contact fields and volume.
  3. 03Get A Tailored QuoteWe check availability and quote your exact brief.

Data & Use Notice. B2B prospect data is supplied subject to availability and applicable privacy, data-protection and electronic-marketing requirements. SGO PeopleHub will only quote and fulfil data requests it can support appropriately. Clients are responsible for using supplied data lawfully in the jurisdictions they target. Requested fields such as mobile/direct numbers may not be available for every prospect.

SGO Growth Services

Services We Deliver Ourselves

The tools further down this page are third-party platforms we recommend. These are services SGO PeopleHub delivers directly, built around the same outbound, sales and people work we do every day. Use them on their own, or combine them with a dedicated offshore sales team that runs the whole system for you.

B2B Prospect Data

Targeted Prospect Lists

Build targeted prospect lists around the market and decision-makers you need.

  • Multiple countries, regions and cities
  • Email and mobile or direct numbers, where available
  • One-off or recurring supply
Build My Lead Brief
Cold Email & Smartlead Setup

An Outbound System Ready To Send

Domains, mailboxes, Smartlead, sequences, verification, CRM routing and automation.

  • Sending domains and mailbox configuration
  • SPF, DKIM and DMARC guidance
  • Campaign structure and reply routing
Get A Setup Quote
SGO Academy

Sales Development For Your Team

Psychology-informed sales development, prospecting, discovery, objections and coaching.

  • Prospecting and discovery
  • Handling objections
  • Ongoing coaching
Talk To Us About Training
PeopleHub Assessments

One Assessment. Two Powerful Uses.

Understand your people and hire with insight.

  • Understand the team you already have
  • Hire with more insight
  • One assessment for both uses
Explore Assessments
Why These Tools

Recommendations From A Working Operation

We are an offshore staffing business, not a software reseller. Nothing on this page is here because a vendor asked. Each tool is here because it holds up under real daily use across our own teams and our clients, and because we can tell you honestly where it does not. The SGO services above are ours; everything below is a third-party platform.

Chosen For Use

We Run Every One Of Them

Nothing here is listed from a spec sheet. Each platform sits somewhere in our own workflow, which means we know where it is strong, where it is irritating, and what it actually costs once you are past the trial.

Built To Connect

They Work Together

These are not unrelated products. The prospecting data feeds the CRM, the CRM triggers the calls, meeting notes feed the follow up, website chat drops new enquiries into the same pipeline, and automation carries all of it between them without anyone retyping anything.

Ready For A Team

Your Staff Already Know Them

Our people are trained and working inside these platforms daily, so a new team member is productive from the first week rather than the second month. See the sales roles and support and operations roles we recruit.

Diallers And Business Telephony

Calling Systems That Do Not Drop The Ball

Two very different answers to the same problem. Zadarma is virtual numbers and a free PBX for teams that need calling to work without building an operation around it. CloudTalk is a full contact centre for teams whose day is the phone. Both are the backbone of any outsourced sales team or customer support team.

VoIP And Virtual Numbers

Virtual Numbers Without The Contact Centre Price

Zadarma answers the calling problem from the lighter end. Rather than a full contact centre, you get virtual numbers and a cloud PBX included free with a number, and you pay for what you actually use. For a small team, a second market, or a number that simply needs to exist and be answered properly, it is the sensible choice.

It is a genuinely different product rather than a cheaper CloudTalk. The PBX is capable and the SIP is standard so it works with most softphones, but you assemble more of it yourself and there is less that is built specifically for a sales floor.

  • Virtual numbers across a wide range of countries
  • Free cloud PBX included with a number
  • Standard SIP, so it works with most softphones and headsets
  • Pay as you go pricing that suits a small or seasonal team
Explore Zadarma

Partner link. If you sign up through it, SGO PeopleHub may receive a commission at no additional cost to you.

Cloud Contact Centre

Calling Built For Teams That Live On The Phone

CloudTalk replaces a desk phone system with something your team opens in a browser. It dials, routes, records and logs every call against the right contact, so nobody is writing call notes from memory at the end of the day. Local numbers in more than 160 countries matter more than they sound: an offshore team in the Philippines calling a UK prospect from a UK number gets answered far more often than one calling from an unrecognised international line.

For us the deciding factor is the CRM connection. Call activity that never reaches the CRM may as well not have happened, because the manager cannot see it and the next person to touch the account has no idea what was said.

  • Power dialler that removes manual dialling between calls
  • Local and toll free numbers in 160 plus countries
  • Call recording, transcripts and quality review
  • Native two way sync with Pipedrive, HubSpot and Salesforce
Explore CloudTalk

Direct link to CloudTalk. This is not an affiliate link.

Choosing between themZadarmaCloudTalk
Best suited toSmaller teams, second markets, and businesses that need numbers more than they need a calling operationSales and support teams making calls all day, where call volume is the bottleneck
Pricing shapePay as you go on numbers and minutes, with a low entry costPer user per month, so cost scales with headcount and features tier up
Setup effortMore configuration on your side, especially around the PBXGuided onboarding, running within days
Sales specific featuresCore telephony done well, fewer sales workflow features on topPower dialler, call queues, coaching, analytics built for a sales floor
AI voice agentNot part of the offeringYes, on the same infrastructure as your team, covered below
Most teams do not need both. If calling is something the job requires occasionally, start with Zadarma and move up if volume grows. If calling is the job, start with CloudTalk.
AI Voice Agents

The Calls Your Team Should Not Be Making

Confirmations, reminders, no show recovery and first touch qualification eat a serious share of the week in most teams. CloudTalk puts the figure at somewhere between a third and two thirds of capacity depending on the role. A voice agent absorbs that volume around the clock so your people keep the conversations that need a person. This sits alongside our AI Workforce offering.

CloudTalk logo
CloudTalk AI Voice Agent

A Voice Agent Running On Real Telephony

Most voice agents are a language model bolted onto whatever telephony was cheapest. CloudTalk’s agent, which they have named CeTe, runs on the same infrastructure that carries your team’s calls, so call quality, number reputation and spam labelling are handled rather than hoped for. It pulls context live from your CRM, so the call knows who it is speaking to and what happened last time.

Outbound is live now and priced from around 0.25 euro a minute at the time of writing. Treat that as a starting figure and check current pricing, since this is a product moving quickly.

  • Real outbound calls, running 24 hours a day
  • Context pulled live from your CRM and integrations
  • Number reputation practices built in, so calls are not flagged as spam
  • Runs on the same numbers and infrastructure as your human team
Explore CloudTalk AI

Direct link to CloudTalk. This is not an affiliate link.

Where It Fits

What To Hand Over First

Voice agents are at their best on calls that are necessary but repetitive, where the script barely changes and the outcome is a yes, a no or a reschedule. Start there, keep people on the conversations where judgement matters, and measure the result before widening the scope.

The mistake we see is handing over the hardest calls first to prove the technology. Do the opposite. Prove it on the calls nobody wanted.

  • Appointment, demo and delivery confirmations
  • No show recovery and callback chasing
  • First touch qualification on inbound enquiries
  • Reminder, renewal and status update calls
  • Out of hours cover when your team is asleep
See How It Works

Direct link to CloudTalk. This is not an affiliate link.

Outbound voice agentBlind transfersInbound call handlingFunction callingKnowledge baseDeeper integrationsMulti language
Reading the roadmap. The teal pill is live today. The rest are on CloudTalk’s published roadmap rather than available now, so buy on what outbound calling is worth to you today and treat the rest as upside.
CRM

Pipeline You Can Actually See

A CRM is the one system an offshore team touches every hour of every day. If it is confusing, adoption quietly fails, the records go stale and you lose the visibility you hired for in the first place. It is usually the first system a new operations or admin hire is trained on.

Pipedrive logo
Sales CRM

A CRM Your Team Will Actually Keep Updated

Pipedrive is built around the pipeline rather than around reporting, which is why it gets used. A rep can see every open deal, what stage it is at and what the next action is, without running a report or asking a manager. Updating a deal takes a drag rather than a form.

We recommend it most often to growing teams because the failure mode of a heavier CRM is not that it lacks features, it is that nobody fills it in. A simple CRM that is current beats a powerful one that is three weeks out of date.

  • Visual drag and drop pipeline with stages you define
  • Automated activity reminders so follow ups do not get missed
  • Two way email sync with full conversation history on the deal
  • Reporting a manager can read without being trained on it
Explore Pipedrive

Partner link. If you sign up through it, SGO PeopleHub may receive a commission at no additional cost to you.

Why It Matters

The System Your Team Lives In

Everything else on this page either feeds the CRM or reads from it. Apollo or an SGO prospect-data brief pushes prospects in, CloudTalk logs calls against the record, Chatway drops website enquiries in, meeting notes from Fireflies.ai shape the next step, and Make moves deals through the stages automatically. Choose this one carefully, because replacing it later is genuinely painful.

Worth knowing before you commit: Pipedrive is sales led. If your priority is marketing automation or a full service desk, look at something heavier. If your priority is a sales team that actually logs its work, this is the one.

  • Connects to Apollo, CloudTalk, Chatway and Make without custom development
  • Activity tracking that shows real effort rather than guesswork
  • Mobile app that works properly for staff away from a desk
  • Priced per user per month, so budget scales with the team
Start A Free Trial

Partner link. If you sign up through it, SGO PeopleHub may receive a commission at no additional cost to you.

01

Pipeline View

Every deal on one board, moved between stages by dragging. New staff understand it in minutes.

02

Activity Reminders

Every deal carries a next action. Anything without one is flagged, which is how follow ups stop being forgotten.

03

Email Sync

Conversations attach to the deal automatically, so context survives somebody being off sick or leaving.

04

Workflow Automation

Stage changes trigger tasks, emails and handovers without a manager chasing them.

05

Reporting

Conversion by stage, activity by person, and where deals actually die. Readable without training.

06

Open Integrations

A large marketplace plus a proper API, which is what makes the rest of this stack connect.

Business Apps & CRM

Business Applications, CRM And Operational Tools

Zoho offers a broad suite of business applications covering CRM, sales, operations, customer management and day-to-day business workflows. For businesses looking to centralise more of their processes, Zoho can be a powerful and flexible platform. It is also the CRM behind our own operation, which is why our prospect-data briefs can be delivered ready to import into Zoho CRM.

Zoho logo
Business Apps And CRM

One Platform For CRM And Everyday Operations

Zoho starts with CRM and customer management, then extends into applications for sales, operations and the everyday workflows that usually end up spread across spreadsheets and separate tools. For a growing business, that means more of the operation can live in one place.

Where Pipedrive is deliberately focused on the sales pipeline, Zoho suits businesses that want the CRM to sit inside a wider set of business applications.

  • CRM and customer management
  • Business applications across sales and operations
  • Tools to support efficiency and scalability
  • Flexible platform for growing businesses
  • Suitable for a wide range of business use cases
Get Started With Zoho

OfferUse our link and get Free US$100 when you get started

Partner link. The Free US$100 offer is provided by Zoho for sign-ups through our link, and Zoho sets and may change its terms. SGO PeopleHub may receive a commission at no additional cost to you.

Choosing A CRM

Pipedrive Or Zoho?

Both are strong choices, and the right one depends on how much of the business you want the platform to run. If the priority is a sales team that keeps its pipeline current with as little friction as possible, Pipedrive is the simpler start.

If you want CRM, customer management and wider operational tools under one roof, and you are prepared to spend a little more time on setup, Zoho gives you more room to grow into. Either way, choose deliberately, because moving CRM later is genuinely painful.

  • Best fit: growing businesses centralising sales and operations
  • Operational benefit: fewer disconnected tools and spreadsheets
  • Data benefit: SGO prospect data can be prepared for Zoho CRM import
  • Automation benefit: connects with Make for workflows between systems
Explore Zoho

OfferUse our link and get Free US$100 when you get started

Partner link. The Free US$100 offer is provided by Zoho for sign-ups through our link, and Zoho sets and may change its terms. SGO PeopleHub may receive a commission at no additional cost to you.

Sales Intelligence

Know Who To Call Before You Call Them

A prospecting database and outreach platform that turns a target market into a working list, with the contact detail your team needs to start the conversation. It is what keeps a revenue generating offshore team supplied with people worth speaking to.

Apollo logo
Prospecting And Data

Where An Outbound Campaign Starts

Apollo is a very large B2B contact database with filtering, verification and sequencing built on top. You describe the company you want, it returns the people who work there, and it gives you the email and often the direct dial to reach them. For an outbound team, that is the difference between a week of research and an afternoon.

We use it for our own campaigns, so this recommendation comes from the receiving end of the data rather than the marketing page.

  • Filter by industry, geography, headcount, revenue and role
  • Verified email addresses and direct dial numbers
  • Buying signals and intent filters to prioritise the list
  • Sequences and outreach built into the same platform
Explore Apollo

Partner link. If you sign up through it, SGO PeopleHub may receive a commission at no additional cost to you.

How We Use It

Built Into Our Own Outbound

We build and clean prospect lists in Apollo for our own outbound, and we have processed tens of thousands of rows out of it. That gives us a view most reviews do not have.

The honest version: the data is excellent for reach and mixed for precision. Exports overlap heavily between similar searches, some rows carry the wrong industry, and duplication across batches is real. None of that makes it a bad product, it makes it a raw material. Budget time for deduplication and a sanity check before a list reaches a caller, or your team burns its day on bad numbers. If you would rather hand that work over, the SGO Lead Requirement Builder above turns your targeting into a quoted, cleaned list.

  • Exports cleanly to CSV, a CRM or a calling list
  • Deduplicate across batches before anyone calls
  • Spot check industry and geography filters on every pull
  • Suppress your own clients and partners before launch
Try Apollo Free

Partner link. If you sign up through it, SGO PeopleHub may receive a commission at no additional cost to you.

Best ForOutbound teams that need a targeted list faster than research can build one
StandoutBreadth of contact data combined with sequencing in the same place
Works WithPipedrive, HubSpot, Salesforce, Make and plain CSV
Watch ForData quality varies by region. Always clean and deduplicate before calling
Cold Email & Outbound Sales

Build, Automate And Scale Cold Email Outreach

Smartlead is built for businesses that need to run outbound email at scale without managing every mailbox, campaign and reply manually. Connect multiple sending accounts, warm them automatically, rotate sending across mailboxes, build personalised multi-step sequences and manage responses from one central inbox. For sales teams, lead-generation operations and businesses running serious outbound campaigns, it provides the infrastructure to organise high-volume outreach while keeping greater control over sending reputation, campaign performance and follow-up. Pair it with an SGO prospect-data brief and the list and the outreach are built to work together.

Smartlead logo
Smartlead AI

One Platform For High-Volume Outbound

Smartlead gives sales teams and outbound operations the infrastructure to manage cold-email campaigns at scale. Connect multiple sending accounts, automate mailbox warm-up, rotate outreach across mailboxes, build personalised email sequences and manage replies through one central inbox.

It also supports CRM, API and automation workflows, so outbound activity connects with the rest of the sales process. Smartlead currently supports integrations and workflows involving platforms such as Zoho CRM, HubSpot, Salesforce, Pipedrive, Make and Zapier.

  • Unlimited mailbox connections
  • Automated email warm-up
  • Mailbox rotation
  • Personalised email sequences
  • Spintax and dynamic fields
  • Unified master inbox
  • Email verification
  • Deliverability and sender-reputation tools
  • API and webhook automation
  • CRM integrations
Start With Smartlead

Partner OfferGet 6,000 Free Email Verification CreditsSign up through SGO PeopleHub and receive 6,000 free email-verification credits with your first paid Smartlead plan.

Partner link. The verification credits are provided by Smartlead with your first paid plan purchased through our link, and Smartlead sets and may change its terms. SGO PeopleHub may receive a commission at no additional cost to you.

Where It Fits

Cold Email Infrastructure Built For Scale

Running one mailbox and sending a few emails is easy. Running dozens of mailboxes, multiple campaigns, thousands of prospects and a sales team responding to interested leads is a completely different operation. Smartlead is designed to centralise that infrastructure: sending accounts are connected and warmed, campaigns rotate across mailboxes, outreach is personalised and automated, and replies from every account land in one inbox.

Because it supports APIs, webhooks and CRM integrations, it can form part of a much larger automated sales system rather than operating as an isolated email sender.

  • B2B sales teams and SDR operations
  • Appointment-setting teams
  • Lead-generation businesses and agencies managing multiple campaigns
  • Recruitment outreach
  • Businesses expanding into new markets
  • Companies running high-volume outbound prospecting
Start With Smartlead

Partner OfferGet 6,000 Free Email Verification CreditsSign up through SGO PeopleHub and receive 6,000 free email-verification credits with your first paid Smartlead plan.

Partner link. The verification credits are provided by Smartlead with your first paid plan purchased through our link, and Smartlead sets and may change its terms. SGO PeopleHub may receive a commission at no additional cost to you.

SGO Outbound Setup

Want Us To Build Your Outbound System?

SGO PeopleHub can help configure sending domains, mailboxes, authentication, Smartlead, warm-up, lead verification, campaign structure, email sequences, CRM integration and automation, so your team starts with a system that is ready to send.

Website Chat And Customer Support

Turn Website Visitors Into Real Conversations

A good website should not make a potential customer hunt for a way to speak to you. Chatway gives you live chat, AI assisted support and a shared customer inbox in one clean system, so enquiries can be handled quickly without adding another complicated helpdesk to the business.

Chatway logo
Live Chat And AI Support

Website Chat, AI Support And One Shared Inbox

Chatway is a strong fit for businesses that want to make it easier for website visitors to ask questions, get help or start a sales conversation without waiting for email. It combines live chat with an AI Support Agent, mobile apps, a shared inbox and automation tools, while still being straightforward enough for a small team to run.

Best for website live chat, AI support and customer conversations.

  • Live chat widget for your website with full visual customisation
  • AI Support Agent for 24/7 first line answers, with handoff to a human
  • One inbox for website chat plus supported customer messaging channels
  • iOS and Android apps so enquiries are not missed away from a desk
  • FAQs, canned replies, pre chat forms and real time visitor insights
  • Automations to welcome visitors, route conversations and trigger follow ups
  • Shopify and WooCommerce integrations, including customer and order context
  • A free plan, so you can test it properly before committing
Try Chatway Free

Disclosure: this is an affiliate link. If you sign up through it, SGO may receive a commission at no extra cost to you. We only feature tools we believe are genuinely useful to a working business operation.

Where It Fits

Why We Like It

Chatway solves a simple problem well: giving prospects and customers a fast way to reach the business without forcing the team into a heavy support platform. The combination of live chat, mobile notifications, AI support, FAQs and automation means it can start small and still remain useful as the support operation grows.

It also sits naturally next to everything else here. A website enquiry that turns into a real opportunity belongs in the CRM, not in somebody’s inbox, and the routine follow up afterwards belongs in automation.

  • Best fit: SMEs, service businesses, ecommerce and lean support or sales teams
  • Operational benefit: fewer missed website enquiries and faster first responses
  • Setup benefit: easy widget customisation and straightforward deployment
  • Growth benefit: add automation, more channels and AI as volume increases
Try Chatway Free

Watch out: the free plan is a good way to test the core workflow, but larger teams and more advanced automation may need a paid plan.

AI Meeting Intelligence

Turn Every Conversation Into Something Useful

Meetings, sales calls and client conversations contain decisions, commitments and opportunities that are easily lost once the call ends. Fireflies.ai helps teams capture, transcribe, organise and revisit conversations so important information does not disappear into handwritten notes or someone’s memory. For an offshore team working across time zones, that written record is often the difference between a clean handover and a lost detail.

Fireflies.ai logo
AI Meeting Assistant

Every Call Captured, Summarised And Searchable

Fireflies.ai joins your meetings and calls, records and transcribes them, then produces a summary with the action items pulled out. Instead of one person typing notes while trying to listen, everyone stays in the conversation and the record is there afterwards for anyone who needs it.

The real value shows up later. When a manager wants to know what a prospect actually objected to, or a new team member needs the history on an account, the conversation can be searched rather than reconstructed from memory.

  • Automatic meeting transcription
  • AI-generated summaries and action items
  • Searchable conversation history
  • Meeting and call intelligence
  • Easier sales and management follow-up
  • Better knowledge sharing across teams
  • Useful for sales, recruitment, operations and client success
Explore Fireflies.ai

Disclosure: this is a partner link. If you sign up through it, SGO PeopleHub may receive a commission at no additional cost to you.

Where It Fits

The Memory Behind The Follow Up

A CRM only knows what somebody types into it. Fireflies.ai sits one step earlier, capturing what was actually said so the next action in the pipeline reflects the real conversation rather than a rushed summary written at the end of the day.

It is just as useful outside sales. Recruitment interviews, client check-ins and internal handovers all produce decisions that matter, and a searchable record keeps them available to the whole team rather than locked in one person’s notebook.

  • Best fit: sales teams, account managers, recruiters and operations leads
  • Operational benefit: fewer lost commitments and cleaner handovers
  • Management benefit: coach from real conversations rather than recollection
  • Team benefit: new starters can learn from recorded examples
Explore Fireflies.ai

Watch out: always tell participants a conversation is being recorded, and check the recording consent rules where you and they are based.

Best ForTeams whose important decisions happen on calls and in meetings
StandoutSummaries and action items without anyone taking notes
Works WithOnline meetings and calls. Check current integrations for your CRM
Watch ForRecording consent. Tell people before a call is recorded
Automation And Workflow

Stop Paying People To Copy And Paste

The glue between everything else on this page. Make connects your tools so information moves on its own, which removes both the admin time and the mistakes that come with manual handling. Pair it with a back office support team and the routine work largely disappears.

Make logo
Workflow Automation

The Glue Between Everything Else Here

Make is a visual automation builder. You draw the workflow on a canvas, connect the apps, set the conditions, and it runs. No development, no server, no scheduled script somebody has to maintain after the person who wrote it leaves.

It is the piece that turns a set of separate tools into one operating system. Without it, your team is the integration, and people are an expensive and unreliable way to move data between screens.

  • Visual builder with no development required
  • Connects Pipedrive, Apollo, CloudTalk, Chatway and many other apps
  • Branching, filters and error handling for real world processes
  • Scales from a single task to a full back office process
Explore Make

Partner link. If you sign up through it, SGO PeopleHub may receive a commission at no additional cost to you.

What To Automate First

Start With The Retyping

The best first automation is almost always the one where a person copies the same information from one screen into another. It is low risk, easy to measure, and it buys back time immediately.

One caution worth knowing before you scale: Make prices on operations, and every step of every run counts. A scenario that polls a busy inbox every minute will quietly consume a plan. Build with filters early and watch the usage in the first month.

  • New Apollo contact into the CRM as a deal, deduplicated on the way in
  • Website chat enquiry from Chatway raised as a CRM deal automatically
  • Call outcome from CloudTalk written back to the contact record
  • Won deal into onboarding, invoicing and the team channel
  • Daily activity summary posted without anyone assembling it
Build Your First Scenario

Partner link. If you sign up through it, SGO PeopleHub may receive a commission at no additional cost to you.

Best ForConnecting tools and removing manual data entry without a developer
StandoutThe visual canvas, which makes a process something a manager can read
Works WithThousands of apps including everything else on this page
Watch ForOperations based pricing. A chatty scenario burns through a plan quickly
Tools + People + Process

Technology Works Better When Everything Works Together

A CRM alone does not build a pipeline. A dialler alone does not create conversations. AI meeting notes alone do not improve follow-up. The advantage comes from connecting the right audience, tools, processes and people into one working system.

  1. Target
  2. Connect
  3. Converse
  4. Capture
  5. Follow Up
  6. Automate
  7. Develop
  8. Scale
01

Find The Right Audience

An SGO prospect-data brief, or Apollo if you prefer to build lists yourself, turns a target market into companies and decision-makers worth contacting.

Target: SGO Lead Generation / Apollo
02

Reach Them By Phone And Email

Smartlead runs cold-email outreach at scale, CloudTalk carries calls at volume for outsourced sales teams, and Zadarma covers calling for smaller teams and second markets.

Connect: Smartlead / CloudTalk / Zadarma
03

Catch The Ones Who Come To You

Chatway answers the visitor already on your website, and a booking link such as Calendly turns interest into a meeting in the diary.

Converse: Chatway / Calendly
04

Keep What Was Said

Fireflies.ai records, transcribes and summarises meetings and calls, so decisions and actions do not live in one person’s memory.

Capture: Fireflies.ai
05

Hold The Relationship

Pipedrive or Zoho keeps every contact, conversation and next step in one CRM that the whole team and every manager can see.

Follow Up: Pipedrive / Zoho
06

Remove The Admin

Make moves the information between all of it, so nobody on your team is paid to retype something that already exists.

Automate: Make
07

Build The Skills

SGO Academy develops prospecting, discovery and objection handling, and PeopleHub Assessments help you understand your people and hire with insight.

Develop: SGO Academy / PeopleHub Assessments
08

Add The People

SGO PeopleHub recruits, employs and supports the dedicated offshore team that runs the system day to day.

Scale: SGO PeopleHub
FAQ

Questions About This Page

The prospect-data service, how the recommendations work, what to budget, and how to choose where to start.

Yes. SGO PeopleHub can prepare custom B2B prospect-data requirements based on market, industry, company profile, decision-maker role, required fields and volume. Availability and permissible use depend on the requested jurisdiction and data requirements. The quickest way to start is the Lead Requirement Builder.

Yes. You can request business email, mobile or direct numbers, or both. Availability varies by market and contact, so we will confirm likely coverage as part of the quotation rather than promising a mobile number for every record.

Yes. The Lead Requirement Builder lets you select multiple countries and refine the brief by state, province, region, city or custom location requirements.

Yes. If you already have company or prospect data, you can ask SGO to quote enrichment, verification, deduplication and CRM-ready preparation. You can upload the list securely inside the builder.

Yes. You can request one-off or recurring prospect-data supply. Select the frequency and approximate quantity in the builder and we will quote the requirement.

Yes. SGO can quote domains, mailboxes, Smartlead configuration, campaign structure, verification workflows, CRM integration, automation and related outbound setup.

No. The Zadarma, Pipedrive, Zoho, Apollo, Smartlead, Chatway, Make and Fireflies.ai links are partner or affiliate links, and SGO PeopleHub may receive a commission if you buy through them, at no additional cost to you. The CloudTalk links go directly to CloudTalk, and the discovery call and SGO service links are our own. The full explanation is in How This Page Works at the foot of the page.

No. The price you pay is the same as going direct. Where a provider runs a partner programme, we may receive a commission from them for the referral, at no additional cost to you.

No. Every platform on this page is one we run inside our own operation, and we listed them because they earn their place in the workflow. There are tools we use that pay us nothing, and tools that pay well that we have left off because we would not put our name to them. You will also notice we have written down what each one is bad at, which is not something a page written for commission usually does.

It depends on where the friction is. If leads are going cold, start with the CRM. If your team is buried in outbound calling, start with the dialler. If people arrive on your website and leave without asking anything, start with chat. If people are copying data between systems by hand, start with automation. If the problem is knowing who to contact in the first place, start with a prospect-data brief. Trying to adopt everything at once is the most common way these projects stall. Our complete guide to outsourcing and BPO covers how to sequence this properly.

Most of these price per user per month, so the honest answer is that it scales with your team rather than sitting at a fixed number. A small team running a CRM, a dialler, chat and automation is a modest monthly cost next to a single local salary. Several offer a free tier or a trial. Start every one of them on the entry tier, confirm the workflow works, then move up. Nobody has ever regretted starting on a smaller plan.

Yes. Our staff are recruited through SGO TalentHub and onboarded against your systems, and these platforms are already in daily use across our teams. If you run something different, we train to your stack rather than asking you to change it.

Partly. SGO can quote the outbound side directly: cold-email infrastructure, Smartlead configuration, CRM routing and Make automation around your data. We also staff the roles that run the stack, and our teams routinely work inside these platforms from day one. For deeper product configuration, each provider offers its own onboarding support. Get in touch or look at what a team costs to start.

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How This Page Works

Partner Disclosure. Some links on this page are partner or affiliate links. If you choose to purchase through one of these links, SGO PeopleHub may receive a commission at no additional cost to you. We only feature solutions we use, have experience with, or believe may provide genuine value to businesses.

The partner links on this page are for Zadarma, Pipedrive, Zoho, Apollo, Smartlead, Chatway, Make and Fireflies.ai. The CloudTalk links go directly to CloudTalk and are not affiliate links. The Book A Discovery Call button opens SGO PeopleHub’s own booking page, which runs on Calendly, and is not a Calendly partner link.

It does not change what we recommend. Where a platform has a weakness we have written it down rather than left it out, and there are tools that pay well that are not on this page because we would not put our name to them.

The B2B Lead Generation & Prospect Data service is quoted individually. Coverage of optional fields such as mobile or direct numbers varies by market and contact, and clients are responsible for using supplied data lawfully in the jurisdictions they target.

SGO PeopleHub is an offshore staffing business. We are not a software reseller and we are not paid to write reviews.

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