Sales & CRM
AI research agent
Give it a company or a lead, and the agent gathers public data, builds a short profile with industry, size and likely needs, and writes it straight into the CRM card before the first call.
Engagement
About the product
Give it a company or a lead, and the agent gathers public data, builds a short profile with industry, size and likely needs, and writes it straight into the CRM card before the first call.
What we did
- Give it a company or a lead, and the agent gathers public data, builds a short profile with industry, size and likely needs, and writes it straight into the CRM card before the first call.
Stack
- N8N
- Claude
- Web search
- CRM API
Similar problem?
This work came out of the direction below.