
AI Account Research Agent
Builds ABM dossiers on named target accounts and their buying committees for enterprise deals.
Good leads come from knowing who to talk to and answering fast when they show interest. These products cover both sides. Some find and research prospects that fit your ideal customer. Others qualify inbound enquiries with a short conversation, enrich records and route each lead to the right rep, so nothing sits waiting in a shared inbox.

Builds ABM dossiers on named target accounts and their buying committees for enterprise deals.

Watches up to 6 buying signals, matches them to accounts in your CRM and alerts the account owner with a why-now note…


Finds and lists prospects that match your ideal customer profile.

Qualifies inbound leads with a short conversation and scores them against your criteria.

Qualifies inbound leads with a short conversation and scores them against your criteria, adapted for Automotive dealers that miss vehicle sales leads…

Qualifies inbound leads with a short conversation and scores them against your criteria, adapted for B2B Services businesses that run long, relationship-driven…

Qualifies inbound leads with a short conversation and scores them against your criteria, adapted for Construction firms that spend estimating time on…

Qualifies inbound leads with a short conversation and scores them against your criteria, adapted for Education & Training providers that receive the…

Qualifies inbound leads with a short conversation and scores them against your criteria, adapted for Events businesses that receive peaks of sponsor,…

Qualifies inbound leads with a short conversation and scores them against your criteria, adapted for Financial Services firms that need to screen…

Qualifies inbound leads with a short conversation and scores them against your criteria, connected natively to GoHighLevel so it reads and updates…

Qualifies inbound leads with a short conversation and scores them against your criteria, adapted for Home Services businesses that miss quote requests…

Qualifies inbound leads with a short conversation and scores them against your criteria, connected natively to HubSpot so it reads and updates…

Qualifies inbound leads with a short conversation and scores them against your criteria, adapted for Manufacturing businesses that receive RFQs and distributor…

Qualifies inbound leads with a short conversation and scores them against your criteria, connected natively to Pipedrive so it reads and updates…

Qualifies inbound leads with a short conversation and scores them against your criteria, adapted for Professional Services firms that want partners to…

Qualifies inbound leads with a short conversation and scores them against your criteria, adapted for Recruitment agencies that need to qualify new…
Lead work splits into finding, understanding, qualifying and routing. Most businesses are strong at one of these and weak at another. Look at where leads go cold today, then pick the product for that step rather than trying to fix everything at once.
AI Lead Qualification Agent holds a short conversation with each inbound lead and scores it against your criteria. Native editions for HubSpot, Salesforce, Zoho CRM, Pipedrive and GoHighLevel write that work straight into your CRM records, so reps see the score and the conversation in one place.
Industry editions adapt the questions to your market. A dealership edition handles sales leads that arrive after showroom hours. A construction edition protects estimating time from poor-fit projects. Other editions cover SaaS trial sign-ups, manufacturing RFQs, financial services enquiries, recruitment clients, events, education and home services.
AI Prospect Research Agent writes a one-page account brief on each prospect before outreach. AI Account Research Agent goes deeper, building research dossiers on target accounts and their buying committee. The first suits higher-volume selling. The second suits fewer, larger deals where knowing every stakeholder matters.
Many of the products are designed to work with your CRM, and several have native editions for specific ones. AI Lead Enrichment, for example, adds firmographic and contact data to new leads in your CRM. Check the Scope Card on each product page to see what that product connects to.
AI Referral Engine asks happy customers for referrals at the right moment and tracks the deals that come from them. If partners send you business, AI Partner Lead System captures, deduplicates and routes those leads with attribution, so each partner gets proper credit for what they bring.
Yes. AI Lead Routing Agent routes each new lead to the right rep by territory, segment and capacity. It works well after qualification, so reps receive leads that are already scored and sent to the person best placed to respond.
Tick Compare on up to four products to see scope, price and delivery side by side. If you would rather talk it through, an expert can help you pick the one that fits how you work.