Sales & CRM¶
Automate lead enrichment, outreach, pipeline management, and deal tracking. These workflows research prospects, draft personalised messages, and keep your CRM up to date without manual data entry.
Use Cases¶
| Use Case | Description |
|---|---|
| Lead Enrichment Pipeline | Research new leads on the web, enrich with firmographic data, and populate your CRM |
| Meeting Prep Briefing | Before each sales call, compile a one-page brief with attendee research and CRM history |
| Personalised Cold Outreach | Research a list of prospects and draft personalised cold emails referencing their business |
| Deal Stage Alerts | Notify reps and update tracking sheets when CRM deals change stage |
| Stale Deal Re-Warming | Find deals with no recent activity, send check-in emails, and alert the sales manager |
| Ad Lead to CRM Pipeline | Route Facebook and LinkedIn ad leads into your CRM with confirmation emails and Slack alerts |