Lead generation
Automatically fills your pipeline
AI finds the businesses that fit, checks them against your CRM and adds who to call, ready for your team.
e.g. Prospects by region example – A software company that sells to accounting firms wanted every tax adviser in central Wellington, sorted into customers, open leads and firms nobody had called yet.
More ways to find leads
Lookalikes, new companies and trigger events
Your next customer might look like your best ones, have registered last week, or have just started hiring. Your AI Hub watches all three and puts the best of each into one lead queue, already checked against your CRM. Nothing goes into the CRM until someone on your team presses Create lead.
e.g. Professional services example – A software company whose best customers are Wellington professional firms with 5 to 20 staff wanted more like them, and to know when a firm in that market is new or growing.
Franchise prospecting
Sell to the head office, not one site at a time
If your customers include franchise sites, the head office is the bigger sale. Your AI Hub finds every franchise brand in New Zealand, checks each against your CRM, ranks them by how many of their sites already use you, and finds who to call at head office. Every week after, new sign-ups are checked, so sales hears when another site joins.
e.g. Franchise sites example – A software company had customers at franchise sites all over the country, but had never sold to a head office. Its weekly routine found 87 franchise head offices; 86 had never been contacted.
Just ask
Ask for leads the way you’d ask a colleague
“Find accounting firms in Hamilton with 5 to 20 staff that aren’t in HubSpot.” Claude works out where to look, checks your CRM and hands back the list.
Next step
Find what’s costing you, and fix it
Start with a conversation about your pain points and manual processes. We’ll help you automate them with AI.