Leads into your CRM on a schedule. Approved sources, clean delivery, no cold calling.

Done, on this page, is a finished weekly job. You name the sources. Josh researches against them and cleans the records to the field rules you agree at kickoff. The records land in your CRM. You get a short digest: what landed, what did not, credits left, what is next. A human reviews the work before anything customer-facing goes out. You keep final say on outreach, sends, and spend.

A spreadsheet can sit in the middle while access is wired. The product promise is still CRM landing, not a file you import yourself every Friday. This is not scraping everything, not cold calling, not guaranteeing N leads, and not owning the prospect conversation. AutoTasks will not sell those at $399.

You own the source list. Directories, associations, niche sites, public lists you already trust. AutoTasks executes against that list. Lead sources are ones you approve. That is the live footer line, and it is the quality, compliance, and ICP-fit gate for this task.

If you cannot name approved sources yet, start there before you buy anyone. A scraper that “finds everyone” and an agency that promises volume both skip this gate. That is usually how junk gets into the CRM.

Search “leads into CRM” or “put leads in my CRM every week” and you mostly get Zapier / Make / n8n recipes, PhantomBuster-class scrapers, DFY acquisition agencies, XLS research desks, or cleanup shops. AutoTasks is absent. The useful answer for owners who want approved-source research delivered into the CRM, plus a digest, with no cold calling and no volume promise, is a flat credit ops task.

Those names are orientation, not a ranking and not a feature clone. LeadBites’ Grow $399 and Scale $799 plans are public on leadbites.com as of September 2026 (up to 5 and 10 hours a week). Same headline dollar as AutoTasks on Grow does not mean the same product: hours + XLS versus credits + CRM + digest. Re-check leadbites.com if this page sits. ElaborationAI cleanup is quote-based; this page does not invent a sticker. Almost nobody sells approved sources, CRM delivery, a weekly digest, no cold calling, and no volume or ROAS guarantee as one flat credit ops task.

Kickoff: you name approved sources, we wire access to your CRM, we agree field rules and what “done” means. Setup is $200 one-time: wire your CRM / ads / email once so the tasks can run. Then Josh runs the work with AI. A human reviews it. Leads land in your CRM. You get a short digest each week: what landed, what didn’t, plus credits left and what is next.

Operator Desk is $399 a month for 6 credits, plus that $200 setup. Use the credits on whatever recurring mix you want, in any order. Leads into CRM is one credit use, not a standalone lead-gen package. The homepage does not publish a credit sticker on this task card, so this page does not invent one.

Illustrative other uses, not the whole menu: inbox triage; keyword gaps filled; Google Ads waste checks (you own spend); a newsletter; CRM cleanup; social posts. Full catalog on the homepage. CRM cleanup is a related example, not a second product page.

Josh Roybal has spent 10+ years as a Chief of Staff and founder. He has built and managed AI agents for ecommerce, real estate, and sales. You work with him, not a queue. More on the founder page. Cost and reliability: cheaper than a virtual assistant. Hire a VA or use AI: should you hire a VA or use AI?. Task-credit fork: Fancy Hands alternatives. Fractional EA seat: Belay alternatives. Hour-bundle fork: Time Etc alternatives. Managed dedicated seat: Wing Assistant alternatives.

You own ad spend, final sends, closing, and cold calling. AutoTasks does not cold call or close deals. You also own source approval and the business calls on edge cases in the digest.

Scraper / DIY. Keep it if you want to own the tooling, have RevOps capacity, and accept QA and terms-of-service risk. This page will not teach PhantomBuster, Make, or Zapier. If that stack is the job, run it.

LeadBites-class. Keep it if you want human research delivered as files for your outreach team to import. Hours of research capacity is the unit you prefer. CRM write is optional for you. LeadBites is built for that shape. AutoTasks is not a cheaper LeadBites.

Cleanup shop (ElaborationAI-class). Keep it if the CRM is already full and you need recurring dedup and normalization, not new sourcing. That is hygiene. This page owns inbound research into the CRM.

Lead-gen agency. Keep it if you want booked meetings, outbound SDR work, or an acquisition system, and you will pay for that promise shape. AutoTasks will not sell volume or ROAS guarantees at $399. If that is what you need, buy the agency with your eyes open.

If any of those is you, those peers can still win. The third path is only for owners whose real job is approved-source research, clean CRM delivery, and a short digest, inside about six credits.

1. Write the recurring job. Sources to research to clean to CRM to digest? Or scrape DIY? Or XLS only? Or cleanup only? Or meetings booked?

2. Can you name approved sources? If no, start there before buying anyone.

3. Do you need cold calling or closing? If yes, this is not AutoTasks. That is on Not-this.

4. Do you need a guaranteed lead count or ROAS? If yes, not AutoTasks. Talk to agencies that sell that, with eyes open.

5. If the job is approved-source research into your CRM plus a digest, inside about six credits, email Josh.

6. Free Task Evaluation. Send the task, the sources you already trust, which CRM, and what “clean” means for your fields to [email protected]. No pitch deck.