Turn audits into clients: prospecting and mini-CRM built into Orilyt

Import a CSV, audit every prospect automatically, send AI-crafted emails, track who opens the report, and convert leads into monitored clients — without ever leaving Orilyt.

Running a website audit takes two minutes. Turning that audit into a signed client? That used to take days of follow-ups, scattered spreadsheets, and emails you kept meaning to send but never did. The audit itself was never the bottleneck — it was everything that came after.

Most freelancers and agencies have the same story: a folder full of brilliant audit reports that never reached the people who needed them. The gap between "I found 14 problems on your site" and "here is a signed contract to fix them" was filled with friction, context switching, and lost momentum.

Orilyt now bridges that gap entirely. The new prospecting and mini-CRM features turn the platform into a complete B2B acquisition pipeline — from the first CSV import to the moment a prospect becomes a paying client. No external tools, no spreadsheets, no copy-pasting between tabs.

The complete prospecting pipeline

Prospecting in Orilyt starts with importing your leads. Upload a CSV file with URLs and contact details, or add prospects manually one by one. Each prospect enters the pipeline at the "new" stage and progresses through a clear sequence: new, audited, contacted, follow_up, converted, or lost.

When you import prospects, Orilyt can audit every site automatically using a separate prospect quota — your regular audit credits stay untouched. The audit runs in the background, and each prospect card updates with the score, grade, and top issues as soon as the results are ready.

The pipeline view gives you a Kanban-style overview of every prospect at every stage. Drag prospects between columns, filter by score range or CMS, sort by date or urgency. You see at a glance how many leads are waiting for a first contact, how many need a follow-up, and how many have converted.

Restricted prospect reports

When you share an audit with a prospect, they do not see the full technical report. Instead, Orilyt generates a restricted version: a token-based URL that shows only the 5 worst-performing tests, with business-friendly labels instead of technical jargon.

A test labeled "Missing HTTP Strict Transport Security header" in your full report becomes "Your site lacks a critical browser security protection" in the prospect version. The score and grade are front and center, but the details are simplified to create curiosity without overwhelming a non-technical audience.

The real power is view tracking. Every time a prospect opens the report link, Orilyt logs the timestamp. You know exactly when they looked at it, how many times they came back, and whether they opened it five minutes after your email or three days later. This information is gold for timing your follow-up.

AI-powered emails that convert

Writing a cold outreach email is where most prospecting pipelines stall. You stare at a blank compose window, unsure whether to lead with the security issues or the SEO gaps, wondering if the tone sounds too aggressive or too passive. With Orilyt, that blank page disappears.

Claude Haiku reads the full audit context — score, grade, every failed test, detected CMS, page weight, SSL status — and drafts a personalized email in seconds. You choose from three tones: professional (neutral, consultant-style), direct (straight to the point, numbers-first), or consultative (empathetic, problem-solving approach).

The AI writes in all four supported languages — English, French, Spanish, and German — with natural, fluent phrasing that does not sound machine-translated. Smart placeholders like {{score}}, {{grade}}, and {{top_issues}} are resolved automatically from the audit data.

You can also save your own custom templates alongside the built-in ones. Write a template once, use placeholders for dynamic data, and reuse it across dozens of prospects. The template library grows with your workflow.

Follow-up and activity timeline

Every interaction with a prospect is logged in a timeline: emails sent, notes added, phone calls recorded, follow-ups scheduled. The timeline lives on the prospect detail page and gives you full context before every conversation.

Schedule a follow-up for any date, and Orilyt sends you a reminder via the automatic cron job. No more "I should have called them last Tuesday" moments — the system keeps track so you do not have to.

Add free-text notes after every call or meeting. Tag notes with outcomes: "interested," "needs budget approval," "not now — retry Q3," "competitor chosen." Over time, these notes build a complete relationship history that survives staff turnover and memory lapses.

From prospect to client in one click

When a prospect says yes, the conversion is instant. Click the "Convert" button and Orilyt does three things simultaneously:

1. The prospect's site is added to your portfolio as a monitored client — recurring audits start automatically based on your plan's monitoring schedule
2. A quote is generated from the audit data — with prioritized recommendations, estimated effort, and pricing based on your configured rates
3. The full activity timeline (emails, notes, calls, follow-ups) transfers to the client record, preserving the complete acquisition history

The prospect card moves to the "converted" column in your pipeline, and the client appears in your main dashboard with monitoring already active. There is no re-entering data, no manual setup, no lost context. The transition is seamless because all the data was already in Orilyt.

A complete B2B acquisition pipeline without leaving Orilyt

Before these features, Orilyt was an audit and monitoring tool. You ran audits, tracked scores, generated reports. The prospecting happened somewhere else — in a spreadsheet, in a CRM you paid for separately, in email threads you could never find again.

Now the entire acquisition cycle lives in one place: import leads, audit them automatically, send AI-written emails from the audit data, track who opens the report, schedule follow-ups, log every interaction, and convert with a single click. Each step feeds the next. No exports, no imports, no context switching.

For freelancers prospecting 10 sites a week, this saves hours. For agencies running campaigns of 200 prospects, it replaces an entire toolchain. Either way, the result is the same: more audits become conversations, and more conversations become clients.