The platformEvery module below ships in the first release. Each one is independent, so the platform can be extended — new data sources, new channels, new CRMs — without rebuilding the core.
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Set-up & company intelligence
Teach the platform who you are and who you want, once.
- Secure internal authentication
- Company profile: services, expertise, case studies, team skills
- Ideal Customer Profile: roles, industries, geographies, company size
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Lead acquisition
Get prospects in from whatever source you already use.
- Excel / CSV bulk import with validation and field mapping
- Connector layer for LinkedIn & Sales Navigator sources
- Provider-independent enrichment into a normalised profile
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AI qualification
Turn a pile of records into a ranked, explained shortlist.
- Lead scoring engine — nine configurable weighted factors
- Priority queue with thresholds, tie-breaks and roll-over
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Ownership & outreach
Decide who does what, at what pace, in what order.
- Outreach owner profiles with specialisms and capacity
- Lead distribution engine — round robin, capacity, criteria
- Outreach settings: daily limits, pause, resume, timings
- Configurable day-by-day sequence engine
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AI conversation
Say the right thing, then react to the answer correctly.
- AI personalised message generator with review and regenerate
- Reply capture and storage against the lead
- Sentiment & intent classification — positive, neutral, negative
- Automatic sales task creation on a positive reply
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Visibility & control
See what happened, and be able to prove it.
- Lead 360° view — data, score, ownership, outreach, history
- Dashboard: lead, outreach, conversion and owner metrics
- Platform settings for limits, thresholds, AI and sequences
- Activity & audit tracking on every state change