CRM Intelligence
Every new contact captured, researched, and scored on how well they fit. You get a morning digest of who is worth your time today.
What it does
Leads arrive from your website, your inbox, and LinkedIn. Someone has to type them in, look them up, and decide who matters. At a small company that someone is usually you, at the end of the day.
This module does that work overnight. Every new contact is captured in your CRM, enriched with profile and company context, and scored against your ideal customer profile. By morning you have a digest of who is worth your time today, delivered where you already work.
What's included
- New contacts land in your CRM automatically, no manual entry
- Every record enriched with profile and company context
- Each contact scored against your ideal customer profile
- A morning digest delivered where you already work: Slack, Teams, or email
- Your CRM stays the system of record
How to start
You direct and approve; the system does the work. We map how growth moves through your company first, then build the module on your tools, or a lean setup we bring. Fixed scope, fixed price, running in weeks. Nothing goes out without your approval.
Other modules
Start with the one that removes the most work, add more as they earn it.