Account Qualification

A verdict your rep can
check, not just trust.

It checks each account against the criteria your team wrote and shows the public source behind every answer.

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The front door of every workflow

The pipeline runs in 2 tracks, both wired to your CRM at each end, and Eva runs all of it. Qualification is the first thing that happens on an account, and account planning cannot run without it: pick the planner and the product adds this agent back in.

Eva, the Evergrowth AI colleagueEvaLaunches them, and writes them
On the account
Your CRM Website Finder Account Qualification Account Research Account Planning Contact Finder
Then on each contact
Contact Qualification Contact Research Email/Phone Finder Play Copywriting Your CRM
The verdict

Every criterion answered, with the evidence under it

The agent takes your criteria one at a time and writes what it found. “Uses Salesforce” comes back citing the careers page and 40+ open Salesforce-admin roles. Every answer keeps its date and a Source and reasoning trail, so a rep can check the agent instead of trusting it.

Why you can trust it

Every verdict shows its reason

The verdict sits beside the company name, not in a report. A fit says why it fits, a not a fit names the criterion it failed, and every answer links to its source, so you can check it in seconds.

When to run

New accounts, and the ones you wrote off

The agent sits on every account record, for anything that needs a consistent fit verdict. Criteria change and markets move, so the same accounts go through again, and the ones written off a year ago get a second reading.

Before it runs

Accounts with no domain still get qualified

CRM records are full of accounts with no website, and nothing can be researched without one. Turn 1 switch on and the Website Finder runs first, on only the accounts that need it, at 0.3 credits for the easy ones and 0.5 for the hard.

Your criteria

You write what qualifies an account, per vertical

A criterion is a name and the research instructions behind it, so it can be anything you would check by hand: operates its own production sites, sells into EMEA, holds ISO 9001. Criteria hang off a vertical, which is why the same account can be a fit for 1 market and not another.

Or ask Eva

Eva writes new criteria, and answers them per vertical

Describe what you win on and she writes the criteria for it. The harder half is the expected answer in every vertical, because the same question has a different right answer in each. She asks before she writes.

Where it goes

The verdict lands in your CRM, not only in Evergrowth

Connect a supported CRM, turn the account object's outbound lane on and map the fields, and the run writes ICP status, the reasoning and the date it was qualified, plus a value, its sources and its reasoning for every criterion. It goes 1 way, out.

Eva, anywhere

Your team works with Eva anywhere, not only in Evergrowth

It is the same Eva as in the workspace, with each rep's own permissions, and her answers link back to the workspace.

  • Slack
  • Microsoft Teams
  • ChatGPT
  • Claude
  • Microsoft 365 Copilot

In Slack and Microsoft Teams

In Slack, a rep sends her a direct message or mentions her in a channel. In Teams, she answers in direct messages. Eva in Slack and Teams

In ChatGPT, Claude and Copilot

The Evergrowth connector brings Eva in through MCP. Before she launches anything, she shows the cost and asks. Eva in ChatGPT, Claude and Copilot

Luzmo put their CRM history through it

Their figures, from their own story. 89 accounts went in as believed-good; 37 came out the other side as ICP-fit, and the contacts on them were rebuilt from scratch.

“Accurate data is much more important than a lot of data which is not qualitative.”

Jonathan Wuurman Jonathan Wuurman, VP of Growth, Luzmo
Read the story
89 → 37
Accounts validated as true ICP-fit from CRM history
4 of 278
Existing contacts still persona-valid after qualification
73
New relevant contacts rebuilt into buying groups
6 SQLs
Generated in about 4 weeks during the Netherlands PoC
What your security team will ask

  • Never used to train models

    Your CRM data, research outputs and agent activity are never used to train or fine-tune models. Not by us, not by our providers.

  • Your workspace is isolated

    Each workspace is logically isolated, so your data is never accessible to another customer.

  • You control retention

    If you cancel, your data is returned or deleted, your choice. If you make no request, all personal data is permanently deleted within 30 calendar days.

The detail, the sub-processors and the DPA are on Security and trust.

Your material stays yours

Under the MSA, everything you upload and everything the agents produce from it is yours.

SOC 2Audited
ISO 27001Certified
GDPRCompliant

Run it on your own CRM history

We load your criteria for 1 vertical and qualify a slice of your accounts, so you read real verdicts on companies you already know.

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