Find, link, assess. Sales research inside your CRM
Connect a company database to your accounts, from finding contacts to preparing for a meeting, in one flow.
What it can and cannot do yet is stated honestly below.
What you can do
Find who to contact
Search a company database by industry, region and more. We do not copy the whole database; only the companies you add as candidates are saved as your organization's data.
Link your accounts to corporate numbers
Link CRM companies to corporate numbers. We suggest matches and a person confirms them; nothing is linked without confirmation. You can also paste a CSV.
Company card
For a confirmed company, show database information with the source and the date retrieved for each item.
Saved searches and new-match alerts
Save a search with a name (up to 10 per organization). It is checked weekly and you are notified of companies you have not seen before.
Target analysis
From the industry and prefecture of won accounts, compute a "winning pattern" inside your organization and use it as a search condition. A hold-out check, hiding some won accounts and seeing how many are recovered, shows how well it works.
Pre-meeting brief
On a company's page, gather the company card, CRM history and recent events, with sources. AI drafts only key points and questions, and numbers without support are removed.
What it cannot do yet
- Recent events and similar-company scoring wait for the company database side. Until then they run empty.
- Company cards, analysis and briefs cover only companies you have linked and confirmed.
- Target analysis does not appear until you have 5 confirmed won accounts. New-match detection covers the first 300 companies the database returns.
- Available to organizations that contract the sales automation module. People without permission see nothing.
How to start
- 1
Enable sales automation
We enable it according to your contract.
- 2
Link your accounts
Link CRM companies to corporate numbers, confirming as you go.
- 3
Search, save, analyze
Search by conditions and use new-match alerts and analysis in daily sales.
FAQ
- Do you copy all company data?
- No. We query the database each time and save only the companies you add as candidates.
- Is our customer data sent to the company database?
- The list of won accounts, names and amounts are not sent. Target analysis is computed inside your organization. Only items needed for lookup, such as corporate numbers, are sent.
- What does the AI do?
- It drafts only the key points and questions of the pre-meeting brief. Facts are gathered by fixed processing and AI text is kept only if it can show its basis. Nothing is stored; it is made on the spot.