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Lead Agent is coming soon. This page describes a feature that is not generally available yet. It requires CRM Suite Plus or above.
Lead Agent runs quietly in the background to keep your pipeline full. Each day, it finds companies that match your ideal customer, researches them, scores the fit, and builds a prospect report. A salesperson approves it before anything is saved to SuperOffice. Lead Agent surfacing a matched prospect for approval

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.

Schedule

The agent runs Daily, once a day at a system-assigned time. You control how many leads the agent finds each day, so the review volume stays manageable.