Marketing & Sales
AI CRM · Proactive Lead Generation Agent
A CRM that finds and follows up with customers on its own
A proactive AI Agent that automates lead sourcing, data enrichment, customer follow-up, and sales insights — freeing your sales team to focus on closing.
3×
Qualified lead outreach efficiency
40%↑
Accounts managed per sales rep
Real-time
Pipeline health insights
Pain Points
Challenges
- Leads from multiple sources vary widely in quality, and sales reps waste time on manual screening and repetitive outreach
- Customer information is scattered across WeChat, email, and spreadsheets with no unified view
- Follow-up cadence depends on individual memory, and opportunities are lost to missed touchpoints
Capabilities
Core Capabilities
Intelligent lead sourcing and scoring
Aggregates leads from multiple channels, auto-enriches company data, and ranks leads by conversion probability.
Proactive outreach and follow-up
Generates stage-appropriate outreach messaging and follow-up plans, triggering reminders or automatic execution on schedule.
Sales insights and forecasting
Analyzes pipeline health and conversion funnels in real time, and recommends the optimal next action.
Process
How It Works
From document import to field queries — a few steps turn scattered knowledge into actionable resolutions.
- 1
Aggregate leads from website, ads, events, and other channels — automatically deduplicated and enriched
- 2
Agent scores leads by profile and behavior and assigns them to the right owner
- 3
Auto-generates follow-up plans and initiates outreach, capturing every interaction
- 4
Produces sales insights and forecasts to support management decisions
Foundation
Built on a Proven Platform
Every capability runs on the same stable, secure, and privately deployable foundation.
Want to see it running in your business?
Every business is different. Talk to us — we'll identify the right solution and get it live quickly.