26 months
since the last order
Halden Learning Ltd
Former customer · 120 staffBought twice, then the champion left. A new Head of L&D started in spring.
Pipeline from the CRM you already have
Your CRM knows who to call next
ProjectSuccess reads your CRM, finds the dormant accounts and former customers worth a call, and hands each BDM a short weekly list. Every CRM change waits for your approval.
This week · call list · BDM 1
Halden Learning LtdFormer customer · last order 03.2024
ApprovedBrightwater LogisticsNo contact for 14 months
ApprovedNorthmere Health GroupPilot ended 09.2025 · no decision
1 of 2 approvalsCalder & FinchSale dropped at proposal
WaitingBuilt for sales teams that already have more data than time
No new database to fill in. ProjectSuccess works from your HubSpot account or plain CSV exports, as messy as they are today.
01
Your rules, from your history
Timings and priorities come from your own won and lost deals and your playbook, not from a generic template.
02
Two approvals, every time
Nothing is written to your CRM until two people say yes. ProjectSuccess never merges or deletes a record.
03
Messy data is fine
Free-text countries, duplicate companies, missing owners: we flag them for you, and you never have to clean up first.
Every account has a story your team forgot
Old deals, half-finished pilots and quiet customers sit in every CRM. ProjectSuccess reads all of it and explains why each company is on the list.
0
calls since the pilot ended
Northmere Health Group
Former pilot · 3 sitesGood pilot scores, then the budget froze. Nobody owned the next step.
3
duplicate company records
Brightwater Logistics
Dormant · fits your ICPThree records, three owners, no contact in 14 months. We list it once and flag the duplicates.
1st
meeting held, no proposal
Calder & Finch
Sales dropped · professional servicesDropped at "not this quarter". Your own history says these come back after about nine months.
Companies shown are made up for illustration.
From CRM export to a call list in one week
The weekly run reads your CRM, picks the companies, and asks for approval before it writes anything.
Messy data, read as it is
- Connects to HubSpot or reads your CSV exports
- Translates free text into clear fields, for you to check once
- Flags duplicates, missing owners and unclear countries
Countries are never guessed. Anything unclear goes into a short review file, not into your CRM.
"U.K." / "England" / "GB"United Kingdom
Country emptySuggest from phone
3 × BrightwaterFlagged
Owner left companyFlagged
Priorities that fit your ICP
- Dormant companies that match your ideal customer
- Former customers and pilots ready for a win-back
- Even lists, shared fairly across your BDMs
Companies outside your ICP are counted once, not pushed onto your team.
Former customers14
Former pilots6
Dormant, fits ICP38
You stay in control
- Every CRM change is proposed, never pushed
- Two approvals before anything is written
- A before/after copy is saved for every write
Then the dashboard shows what worked: calls, connects, first meetings booked and held.
Add task: call Halden Learning2 / 2 ✓
Update owner: Brightwater1 / 2
Set next step: Northmere0 / 2
One tool, two views
The Head of Sales sees what works. BDMs see who to call, and why.
For the Head of Sales
The results dashboard
Which lists turn into meetings, which segments wake up, and where the CRM needs attention. Weekly, in plain English.
For BDMs
A short list every Monday
A few well-chosen companies each, with the history that matters and the reason they are on the list.
Free pilot
Four weeks. No obligation.
See the results on your own CRM before you decide anything. We count what happens: companies listed, called, reached, and first meetings booked and held.
Weeks 1–2
Dormant-account lists for your BDMs and a win-back list for the Head of Sales. One approval each.
Weeks 3–4
No new lists. Meetings from pilot calls still count, so you see the full effect.
End of week 4
A results call with the numbers. If you don't continue, your data is deleted within 30 days.
Data & trust
Your data stays yours
Built in the UK, with UK law first. EU clients are covered by a data processing agreement with an EU annex.
UK GDPR
UK law first
Built around UK GDPR. A data processing agreement comes with every contract.
TPS · CTPS
Call rules respected
Call lists keep PECR and the TPS/CTPS rules in mind.
2 × ✓
Nothing changes without you
Two approvals for every CRM change. No merges, no deletes.
30 days
Clean exit
Pilot data is deleted within 30 days if you don't continue.
Get started
Find the meetings already in your CRM
A 15-minute call tells us both whether ProjectSuccess fits your team. If it does, the pilot starts with one CRM export.