For sellers and sales teams

From research to sales meetings

An automated process for market research and high-quality lead generation, with semi-automated message delivery and practical support for more effective sales meetings.

01Research02Qualify03Prepare04Continue
Next actionReview the incoming replyHistory and context stay in one place.

Illustrative workspace

What does this screen show?

This is an illustrative daily workspace for the seller. It brings together active campaigns, messages awaiting approval, new replies and tasks so it is clear what needs action now. The figures shown are examples.

Illustrative workspace
Daily sales overview
Active campaigns4
Awaiting approval7
New replies3

Next actions

Review a replySequence pausedNow
Qualify new companiesContext preparedToday
Prepare for a meetingNotes collectedTomorrow

How the work progresses

Five consecutive stages

  1. 01

    Research

    Collect verifiable information about companies and contacts.

  2. 02

    Qualification

    Prioritise opportunities using clear criteria.

  3. 03

    Preparation

    Create and review messages before sending.

  4. 04

    Tracking

    Monitor sent messages and incoming replies.

  5. 05

    Continuation

    Plan a conversation, meeting or next action.

The complete process

Seven steps to meetings

Hover over a stage to see the specific action. On a phone, select the stage with a tap.

Selected stage 01

Research

Analyse the market for potential clients and organise companies according to the defined criteria.

Next step

Follow the complete sales process.

How it works →Request a demo