Lead Agent is coming soon. This page describes a feature that is not generally available yet. It requires CRM Suite Plus or above.
What the agent does for you
- Finds prospects: scans your configured news sources for companies showing buying signals.
- Researches and enriches: verifies each company against business registries and, optionally, Leadfeeder, and finds contact people too.
- Scores the fit: every candidate gets an ICP match rating.
- Writes a prospect report: a summary, sources, key stats, the company record to be saved, and why it is a good fit.
- Adds approved leads to a selection: optionally groups approved companies into a static selection, so you can act on them together.
The agent proposes. A salesperson decides. Discovered companies and contacts are only written to SuperOffice after approval. If no one approves a lead, nothing changes in your CRM.