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Getting Started
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Who this is for: self-serve plans (Free, Starter, Pro, Scale). If you bought a Cleanlist AppSumo lifetime deal, your features, limits, and pricing are different — see the AppSumo documentation instead. Support agent: confirm whether the user is self-serve or AppSumo before giving plan-specific advice.

TL;DR: Sign up at portal.cleanlist.ai, create a lead list, import contacts via CSV or CRM sync, and run waterfall enrichment to get verified emails and phone numbers. Free trial credits included.

Getting Started

Welcome to Cleanlist.ai! This guide will help you get started with enriching your lead lists quickly and efficiently.

Quick Start

1. Register and Onboarding

  1. Visit portal.cleanlist.ai (opens in a new tab) and sign up for an account
  2. Complete the onboarding workflow to set up your organization
  3. Once onboarding is complete, you'll be directed to the main dashboard

2. Choose Your Enrichment Plan

Navigate to the Plans page to select a subscription plan that fits your needs:

  • Credit-based pricing: Pay only for what you use
  • Email enrichment: 1 credit per email
  • Phone enrichment: 10 credits per phone number
  • All plans include access to our waterfall enrichment technology

3. Create Your First Lead List

There are multiple ways to get leads into Cleanlist:

Manual Enrichment

  1. Click "Manual Enrichment" from the dashboard
  2. Enter lead information (name, company, location, etc.)
  3. Select which fields you want to enrich (email, phone, or both)
  4. Choose whether to save to an existing list or create a new one
  5. Click "Enrich" to start the process

Bulk Enrichment (CSV Import)

  1. Prepare a CSV file with your leads
  2. Click "Bulk Enrichment" from the dashboard
  3. Upload your CSV file
  4. Map the columns from your CSV to Cleanlist fields
  5. Select enrichment options
  6. Choose a lead list to save results to
  7. Start the enrichment process

CRM Integrations

  • Connect HubSpot, Salesforce, or Lemlist to sync leads
  • Configure integration settings in the Integrations page
  • Run the Qualification agent to check who's already in your CRM

People Search

Find net-new prospects with database filters — see People Search.

4. Monitor Enrichment Progress

  • View real-time progress on the lead list page
  • Enrichment status updates automatically via WebSocket connections
  • Download enriched data when complete

5. Enrich beyond email & phone

Go further than contact details:

  • AI Agents & Cleanlist Copilot — run Research, Qualification, and Custom agents on your leads, or ask the in-app Cleanlist Copilot assistant to do it for you.
  • Smart Columns — run the AI Agents (Research, Qualification, Custom) across a whole list.
  • Company Enrichment — pull firmographics (industry, size, revenue range) for companies.
  • Find Personal Email — locate a contact's personal email when work email isn't enough.

Learn More

Need Help?

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