Sales & CRM

Automate lead enrichment, outreach, pipeline management, and deal tracking. These workflows research prospects, draft personalised messages, and keep your CRM up to date without manual data entry.

Use Cases

Use Case	Description
Lead Enrichment Pipeline	Research new leads on the web, enrich with firmographic data, and populate your CRM
Meeting Prep Briefing	Before each sales call, compile a one-page brief with attendee research and CRM history
Personalised Cold Outreach	Research a list of prospects and draft personalised cold emails referencing their business
Deal Stage Alerts	Notify reps and update tracking sheets when CRM deals change stage
Stale Deal Re-Warming	Find deals with no recent activity, send check-in emails, and alert the sales manager
Ad Lead to CRM Pipeline	Route Facebook and LinkedIn ad leads into your CRM with confirmation emails and Slack alerts
Post-Call CRM Logger	Turn sales call recordings into structured CRM notes, next steps, and suggested deal updates
Pipeline Hygiene Monitor	Flag CRM deals missing required fields or past their close date and nudge the rep to fix them
Proposal Draft Generator	When a deal moves to Proposal stage, pull deal details and draft a first-pass proposal in Google Docs