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Find Leads

Find Leads is how Mokapen helps you build the pipeline: discover companies that match your target, see who works there, and bring the records you need into the address book — without copying from LinkedIn, without scattered spreadsheets, without typing a hundred cards by hand.

It is not a list of customers you already have. It is a prospecting engine inside the CRM: you search the market (industry, country, company size, or a natural-language phrase), pick the companies, then decide whether to save them as they are, enrich them with public data, or go get the people (role, department, professional emails where available).

The convenience is all here: you search and preview in Mokapen; what you import becomes a company or a contact right away, with source Find Leads, ready to connect to a deal, a task or a sequence. One place, not three tools and a CSV.

What it is for and why it helps

The average salesperson spends more time finding who to write to than writing. Find Leads shortens that stretch:

• Start from a target, not a name — “SaaS companies in Germany”, “manufacturing in Italy with 50–200 employees”. Filters and natural-language search, results in a table before you spend a cent.
• See first, pay later — the company list is a preview. Saving name and website to the CRM is free. Enriching company data and importing emails is billed, and you see it before you confirm.
• Reach the right people — the company is not enough: you need the sales manager, HR, the owner. Filter by department, seniority, email type and verification, then import only who you need.
• Use lists you already have — a trade-show Excel, a LinkedIn export, a list of names and companies? Find from file looks up the emails and imports them: you pay only for those found.
• Stay in the CRM — no copy-paste into spreadsheets, no second external account for the team. Records created from Find Leads live in the Address book, with the same privacy, fields and connections as the rest of Mokapen.

In short: use Find Leads to find people you do not have yet; use Corporate Data to complete an Italian company you already have (VAT number, official registry, PEC). They are two different tools: see the dedicated section below.

How to access it

• Main menu → Address book → Find Leads.
• The Address book / Contacts application must be on (Settings → Applications). It is not a separate module to enable: it sits under Contacts.
• You do not need to connect an external account or enter an API key: Find Leads is already available in the organization.
• Who can use it (and therefore spend org credits) is decided by the owner in settings. If you are not on the list, Mokapen sends you back to Contacts with a notice.

Settings: fields, who can use it, privacy

From the Find Leads page open the cog, or go to the user menu → Integrations → Find Leads.

Three things to set once (then you work from the search page):

• Field mapping — for company data and contact data, choose which Mokapen field stores each piece of information (name, industry, size, address, email, role, phone, LinkedIn…). Leave blank what you do not need. Without company mapping you cannot enrich: Mokapen reminds you. Contact email goes to Email 1.
• Who can use — all members, or only some people. This is the spend brake: credits belong to the organization, not the individual. Empty selection = everyone. The owner and whoever configured it stay enabled.
• Privacy of imported records — public (all members) or private (only the stakeholders you pick). Useful if salespeople should not see each other’s leads, or if the org is in private-data mode.

On this page you also see available credit and the cost per request type (company data / contact data). The exact cost is the one shown there, before every paid action.

Searching companies

The page is split: filters on the left, natural-language search at the top, results on the right (at first an empty state: “Find companies and people”).

Natural-language search — write as you would to a colleague, then press Search. Useful examples: “SaaS companies in Germany with sales manager”, “machine shops in Italy 50-200 employees”, “hotels in Spain”. Mokapen interprets the phrase and applies filters. It is not magic: if the target is vague (“interesting companies”) the results will be too. Be concrete on industry, geography and size.

Sidebar filters (use them alone or after search, with Apply):

• Company — name, with suggestions as you type, if you are looking for a specific firm.
• Industry, headquarters (country), company size (headcount bands: 1–10, 11–50, … 10001+).
• Each industry, country and size value can be included or excluded (green / red badge). So you can do “Italy yes, France no” or “all industries except public sector”.
• Exclude companies already in Mokapen — removes from the list those you already have in the address book, so you do not repeat the work.

On the results: a table with checkboxes, name, website and the other visible fields. There is a quick filter on the table. On the free plan you see the first block of companies (about 100 per search); on premium plans you can page further. If filters return nothing, widen them (fewer exclusions, broader industry) and try again.

Save to CRM (free)

Select one or more companies. The action bar appears. Save to CRM creates (or updates) company cards with name and website visible in the list — no enrichment, no charge.

When to use it: you are mapping a market, you want the names in the address book to come back later, or you are building a list for the team. You do not need phone, description or socials yet.

On the free plan there is a cap: up to 100 companies saved from Find Leads, per organization and per user (the lower of the two). The counter (e.g. 12/100) is at the top next to Search. Deleting companies does not reset the limit. Premium plans have no such cap.

Import runs in the background. At the top, Last results opens the list of what was created or updated: click a row and go to the card in Mokapen.

Enrich companies (pay as you go)

Enrich companies retrieves available public data (industry, size, address, description, phone, country, socials… depending on mapping) and writes it to the cards. It costs credit: the cost per request is in Settings, and in the window you see the fields that will be updated.

Before confirming, choose how to handle duplicates (company already present, usually by domain):

• Replace — overwrites mapped fields with the new data. Useful if cards are empty or outdated.
• Skip — does not touch companies already in the address book. Useful if you do not want to overwrite carefully maintained records.
• Fill empty only — fills what is missing, leaves what you already wrote. Often the safest choice in a live CRM.

Then Find and save. Work runs in the background here too; open Last results to see created / updated / skipped.

Find people: emails and decision makers

Select the companies and press Find people (in the window: Get contacts). Here you move from the account to the people: role, department, professional email where available.

Window filters:

• Department — Executive, Sales, Marketing, HR, IT, Finance, Operations, Legal, Support, … and “unknown”.
• Seniority — Junior, Senior, Executive.
• Email type — personal (firstname.lastname@company) or generic (info@, sales@).
• Verification status — verified or not.
• Job title — free text. The engine understands English keywords better (e.g. “sales manager”, “marketing”). If you write in another language, try anyway: Mokapen does not auto-translate, to avoid wrong roles and charging you twice.

Each filter shows a count: it is an estimate for that filter alone. Combining them can return fewer people than it looks. Some emails are protected: visible only after paid import.

You can also tick Enrich and save company data before the contacts preview: complete the company cards first, then pull the people — useful if you want accounts + contacts in one go.

Preview and import charge the contact cost for every email retrieved. The Import button shows the amount. You import in the background; Last results takes you to the contact cards. The contact is created linked to the company, with source Find Leads.

Practical rule: narrow (department + English job title + verified personal email) before importing. Importing “all contacts of 40 companies” burns credit and fills the address book with useless generic addresses.

Find from file

You already have the names. You are missing the emails. Press Find from file, upload an .xls / .xlsx / .csv (max 4 MB) with first name, last name and company. LinkedIn profile is optional: if present, it can be enough on its own (together with company or LinkedIn).

Mokapen reads the file, shows how many rows are valid and a maximum cost “if all are found”. You pay only for emails actually found: rows with no result are not charged.

Here too you choose how to handle duplicates (skip / replace, as for other imports). Then start: background import, list in Last results.

When to use it: trade-show list, speaker list, event export, names from a partner. When not to: a file without recognizable columns (you need at least first+last name or LinkedIn, and company or LinkedIn).

Credit: what is free and what you pay for

The wallet is the same as other pay-as-you-go features (SMS, Corporate Data, …). The organization owner tops it up.

• Free — search and view the company list; save name and website to the CRM (with the 100-company cap on the free plan).
• Pay as you go — enrich company data; retrieve and import emails (Find people and Find from file). Price per type is in Settings; in every window you see (or see on the button) how much you are about to spend.
• You pay for what is found — on file and on people, the charge follows emails actually retrieved, not empty rows.
• Insufficient credit — the action stops. Top up the wallet; if the balance covers only part of the contacts preview, Mokapen loads fewer rows and charges accordingly.

Limit “Who can use” if the team is large: a mistaken bulk import costs the org, not the person who clicked.

Find Leads or Corporate Data?

They get mixed up because both “fill in the company”. They serve different moments:

• Find Leads — you do not have the company yet (or you only have a name). You search the market, import prospects and contacts, including abroad. Source: public professional data (website, role, email). It does not ask for a VAT number.
• Corporate Data — you already have the card and the Italian VAT number. You want official legal name, address, ATECO, PEC, SDI, financials, shareholders. It runs from the company card, not from a market search.

Typical Italian B2B flow: Find Leads to get on the list → save/enrich → when the lead is serious, on the card press Corporate Data with the VAT number. Do not use Find Leads instead of the official registry, and do not use Corporate Data to “find people you do not know”.

Limits to know

• It is not an email guarantee — not every company has public contacts; some emails stay protected or missing. Narrow the filters, do not widen at random.
• It does not replace qualification — an import is not a deal. After the records: first-contact task, deal, sequence.
• It is not Corporate Data — no official registry extract, PEC, financials. See above.
• Free plan — max 100 companies saved from Find Leads; first page of results. Premium: unlimited saves and more pages.
• No automation action — you search and import from this page (or from a file), not from an automatic flow.
• Too many requests in a short time — if Mokapen asks you to wait, wait a moment and try again. It is not a filter bug.

Use cases

• B2B agency that needs to fill the quarter — target: manufacturing Italy, 51–200 employees. Industry + country + size filters, exclude already in Mokapen, save the 40 most interesting to CRM (free). Then Find people: Sales department, “sales manager” role, personal email. You import 15 contacts, create deals and first-contact tasks. In one afternoon you have a list and names, not a spreadsheet to clean on Monday.
• SaaS expanding into a new country — natural-language search: “SaaS companies in Germany with sales manager”. You look at the list, exclude those that are too small, enrich only the 20 you want to spend on. Foreign salespeople already work on Mokapen cards, not on a separate tool.
• After a trade show — you have 80 business cards or an organizer Excel (first name, last name, company). Find from file, pay only for emails found, skip duplicates. The next day the list is in the Address book, source Find Leads, ready for a sequence or a follow-up email.
• Account-based: you are missing the decision maker — the company is already a customer or a target. Search it by name, Find people, filter Executive + “managing director” / “ceo”. You import two names, connect them to the existing deal. You do not rebuild the company record (use Fill empty only or Skip).
• Consultancy with a tight ICP — legal or healthcare industry, one country, 11–50 band. One search a month, save new names for free, enrich only those that enter “to call”. The free cap of 100 companies is enough to test the channel before going premium.
• Team with juniors on prospecting — the owner in Settings limits “Who can use” to two salespeople. Juniors see the Address book but do not burn credit. Report: Find Leads source on new companies, to see if the channel converts.
• Partner list, not customers — you look for companies in a complementary industry (e.g. software houses if you sell training). Save to CRM, tag “Partner”, do not open a deal. Imported contacts are for a channel proposal, not cold outbound.
• Cleanup: no market duplicates — tick Exclude companies already in Mokapen. The search becomes “who is missing”, not “the whole industry again”. You avoid 30 twin cards and an afternoon of merging duplicates.
• From lead to real work — contact imported: + Create and connect → “first call” task and, if they reply, a deal. Find Leads is done; from there the Deals guide and sequences apply, not another Excel list.
• Do not use it for e-invoicing — you need PEC and SDI code of an Italian customer already in the address book? That is Corporate Data on the card, with the VAT number. Find Leads does not replace the official registry.

Frequently asked questions

Q: What is Find Leads for?

A: To discover companies and people that match your target and bring them into the Address book — for prospecting, not to fill the official registry of a customer you already have.

Q: Where do I find it in the menu?

A: Address book → Find Leads. The cog opens settings (fields, who can use it, credit).

Q: Do I need to activate an integration or an external account?

A: No. It is available with the Address book. You configure mapping, privacy and who can use it; you do not connect a third-party login.

Q: What is free?

A: Searching and viewing companies; saving name and website to the CRM. On the free plan up to 100 companies saved from Find Leads (the limit does not go down if you delete). Enriching and importing emails is billed from the wallet.

Q: Why don’t I see Find Leads / it says I am not authorized?

A: The Contacts app must be on. Also, in Settings access can be limited to certain users: ask the owner to add you, or to leave “all members”.

Q: Can I use it instead of Corporate Data?

A: No. Find Leads finds prospects and contacts. Corporate Data completes an Italian company from the VAT number (official registry, PEC, financials). You often use them in sequence, not as alternatives.

Q: Why is enrichment blocked?

A: Company field mapping is missing in Settings, or there is no credit, or you have not selected companies. Configure the fields, top up the wallet, select the rows.

Q: Are emails always verified?

A: No. Filter by verification status and type (personal vs generic). Some stay protected until import; others do not exist in public sources. Narrow before you pay.

Q: The file is not accepted. Why?

A: Format .xls, .xlsx or .csv, max 4 MB, recognizable columns for first+last name (or LinkedIn) and company (or LinkedIn). Empty file or without those columns: Mokapen rejects it before charging.

Q: Where do the records end up?

A: In Companies and Contacts, with source Find Leads. Import is in the background: use Last results (or Open companies / Open contacts) to open the cards. Then you work as on any record: tags, deals, tasks.

Q: Can I run it from an automation?

A: No. Search and import are done from Find Leads (or from a file). Automations start after, on records already in the CRM.