Prospect Data Engine (PDE) – Implementation & Setup

💡 Why Choose a Self-Hosted PDE Over a SaaS?

Prospect Data Engine (PDE) is a powerful, centralized database platform designed for sales and marketing teams to manage company and prospect data. It acts as the single source of truth for your outbound operations.

Unlike typical SaaS platforms,PDE is a self-hosted application. This means you get all the features of a premium data management toolwithout the recurring subscription costs and without surrendering control of your sensitive business data to a third party.

With this service, I will handle the entire technical setup for you. You’ll get a fully functional PDE instance installed onyour own server, ready for your team to start importing, filtering, and exporting data immediately.

Live Version https://pde.gnosysdigital.com/

🎯 Complete PDE Implementation Package – $299

SKU: PDE-IMPLEMENTATION-COMPLETE

✅What’s included:

• Complete installation of PDE on your preferred server (Ubuntu 20.04/22.04 LTS)
• Web server configuration (Nginx/Apache) for optimal performance
• Database setup with initial schema and secure configuration
• SSL certificate installation (Let’s Encrypt) for secure HTTPS access
• Email system configuration for user notifications (SMTP)
• Admin user creation and initial access setup
• Core system testing to verify all modules:
  • Data Import System (CSV/Excel)
  • Advanced Filtering
  • Tag Management
  • Export Engine
  • Activity History
  • User Role Management (Admin, Sales, Marketing, Cold Mail)
  • Target List Management
• Installation documentation with admin credentials, server details, and quick-start guide
• 7-day post-installation support for any setup-related questions

⏳Delivery time: 2-3 business days

Your Role (What You Need to Provide):

• A Linux server (VPS) with Ubuntu 20.04/22.04 LTS (or budget for me to set one up)
• Root or sudo SSH access to the server
• A domain name (optional, but recommended for professional access)

⚡ Add-On Services

🛠️ What You Get (Platform Features)

The PDE platform includes everything your sales and marketing team needs:

• Data Import System – Import CSV and Excel files into the centralized database from multiple sources.
• Advanced Filtering – Filter data by city, state, industry, turnover, tags, source, and custom fields before export.
• Tag Management – Create and manage tags for better company segmentation and data organization.
• Export Engine – Export filtered company data into Excel and CSV formats with customizable column selection.
• Activity History – Track complete upload and export history, including which user performed the action.
• Search & Segmentation – Quickly search and segment company records for better targeting.
• Target List Management – Complete workflow for lead assignment, outreach, status updates, and follow-up tracking.
• User Role Management – Granular permissions for Admin, Sales, Marketing, and Cold Mail users.

📋 FAQ

Q: Is this a SaaS platform?
A: No. PDE is aself-hosted web application. You install it on your own server, and all your data remains under your control. There are no monthly subscription fees, usage limits, or vendor lock-in.

Q: What are the server requirements?
A: A VPS with Ubuntu 20.04/22.04 LTS, 2GB RAM, 1 CPU core, and 20GB SSD storage is recommended for smooth performance.

Q: How many users can use the system?
A: There are no user limits. You can create as many admin, sales, marketing, and cold mail users as your business needs.

Q: Can I import my existing data?
A: Yes. The system supports CSV and Excel imports. You can start with a fresh database or import your existing company/prospect lists.

Q: Do you provide ongoing support?
A: 7-day support is included. For longer-term support, the monthly retainer covers maintenance, updates, and technical assistance.

Q: Can I customize the platform later?
A: Yes. The system is built on a flexible architecture. I can add custom fields, modify workflows, or create new features as needed.

Q: What about future updates?
A: The platform is independently operated. With the monthly maintenance retainer, I’ll keep your installation updated with security patches and new features.

Q: Can I migrate my data from another system?
A: Absolutely. The data import add-on includes help with migrating your existing company data.

🚀 How to Get Started

1. Select the package – Complete PDE Implementation ($299)
2. Contact me with your preferred server details or let me recommend hosting
3. Provide server access (SSH credentials)
4. I install and configure the platform with regular updates
5. You receive login credentials and complete documentation
6. Start managing your business data on your own secure platform

Ready to take control of your business data? Select the package and let’s get your PDE platform live! 🚀

Need a complete data operations setup? Contact me for a personalized quote that includes data migration, team training, and customizations!