New · For: Sales agents

Create prospects from a website

Sales representatives enter a website; the AI looks up company data and contacts and creates the prospect.

The problem

Creating a new prospect used to mean opening the website, finding the legal notice, and typing the name, address, management and contact by hand. Only afterwards could you see whether the company was already a customer or had been reserved by another representative.

The solution

Next to “Create”, the prospects page now has an AI button: enter the website, the AI reads it, takes over company data, management, sales and contacts, and suggests a first email. Beforehand, it checks whether the company is already a customer or reserved; if so, a notice appears instead of a duplicate entry.

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In brief

How do I create a prospect from a website as a sales representative?

Sales representatives enter a website; the AI looks up company data and contacts and creates the prospect. Next to “Create”, the prospects page now has an AI button: enter the website, the AI reads it, takes over company data, management, sales and contacts, and suggests a first email. Beforehand, it checks whether the company is already a customer or reserved; if so, a notice appears instead of a duplicate entry.

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