The pipeline runs in 2 tracks, both wired to your CRM at each end, and Eva runs all of it. Research never runs on an account that has not passed qualification, so nothing is spent researching a company you were never going to sell to.
Signals4Time-sensitive triggers. Positive answers feed the signal score and can fire play generation.
CRM consolidation programYes. 3 RevOps roles posted in the last 30 days name a platform migration, and the November partner release names the same program.
24 July, 2026 14:32Source and reasoning
New RevOps leadership hireYes. A VP Revenue Operations started in June, announced on the company blog and on their own profile.
24 July, 2026 14:32Source and reasoning
Public partner marketplaceYes. A partner marketplace listing 140 integrations is live and linked from the main navigation.
24 July, 2026 14:32Source and reasoning
Recent funding roundNot found
24 July, 2026 14:32Source and reasoning
Data points1Standing account facts. Stored on the record and synced back to your CRM.
Primary tech stackSalesforce, Marketo and Snowflake, per current job posts and the partner directory.
24 July, 2026 14:32Source and reasoning
What reps open
Dated, sourced answers to the questions you wrote
A rep opens the account and reads findings, not a profile. “CRM consolidation program” comes back citing 3 RevOps roles posted in the last 30 days and a November partner release. Each one carries the date it was found and a Source and reasoning trail they can open.
Quick filters1,284 accounts
My accounts214ICP Yes896Not qualified96No contacts388Recent tasks
The Score is the share of your signal agents that came back positive, 0 to 100. An account nobody could find anything on scores low rather than scoring nothing, because unanswered counts against it. Only accounts that qualified get one at all.
Edit Account Research Agent
1
Agent settings
2
Verticals
NameCRM consolidation program
Generate with AI
InstructionsIs the company running an active CRM consolidation or migration, based on dated announcements, partner press, or open RevOps roles?
Follow the steps below to answer the question:
**STEP 1**: Scan the company website for initiative language such as lead, build, implement, launch, standardize, automate, migrate, roll out, alongside CRM, revenue operations and systems-of-record terms.
**STEP 2**: Check the careers page, engineering blog and partner pages for evidence the program is live rather than aspirational.
**STEP 3**: Search public engines with queries such as: "[COMPANY] CRM migration"; "[COMPANY] Salesforce consolidation" after:2026-07-01; "site:linkedin.com/jobs [COMPANY] revenue operations"
**STEP 4**: Fall back to press, job descriptions, investor materials and executive posts, and confirm recency from explicit dates only, never from page history.
**STEP 5**: If unsuccessful, utilize your expertise to conduct targeted search queries to expand your research.
Answer format:
- If the answer is 'Yes', answer 'Yes,' followed by the reasoning in 150 words.
- If the answer is 'Not found', strictly only answer with 'Not found' and strictly do not include any other words or reasoning.
Effort
Low0.5 creditFollows your steps exactly. Best when your instructions cover the task.Medium1 creditFollows your steps and expands them with extra reasoning when needed. Best when the agent has to think through details your instructions don't spell out.High1.5 creditsHandles complex, ambiguous tasks that need deep reasoning and judgment.
An agent is a name and the question behind it, in your words: is this company running an active CRM consolidation. You set how hard it looks: 0.5, 1 or 1.5 credits per account, doubled if it runs Fast. Try one in a sandbox before it goes near the live list.
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The specific characteristics used to define your accounts based on market research and real customer data.
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0 selectedUpdate Included inAssign to VerticalsChange effort & speedDelete
Name
Details
Verticals
Recent funding round
6Manage verticals
CRM consolidation program
6Manage verticals
RevOps leadership appointment
4Manage verticals
Primary tech stack
6Manage verticals
EMEA expansion signal
3Manage verticals
Where each runs
Each agent runs only on the markets it belongs to
Every agent carries the verticals it is assigned to, so a question that only makes sense in manufacturing never runs on a software account. That is also what keeps the score comparable: 2 accounts are scored on the questions their own market answers.
Name
Details
Verticals
Migration budget approved
3Manage verticals
Systems integrator engaged
3Manage verticals
Data migration hiring surge
3Manage verticals
Legacy contract renewal window
3Manage verticals
Recent funding round
6Manage verticals
CRM consolidation program
6Manage verticals
RevOps leadership appointment
4Manage verticals
Primary tech stack
6Manage verticals
EMEA expansion signal
3Manage verticals
Eva Beta
Set for next steps
We sell to companies replatforming their CRM. Set up the account research agents that would spot one, and put them on the SaaS verticals. Yes, create them.
Thought process- CRM consolidation program is already running, so these…
4 steps· 3 credits
You already run CRM consolidation program, so I wrote 4 that sit around it rather than repeat it. All 4 carry the Signals label, so their answers feed the account score. Attaching them to your 3 SaaS verticals now.
Agents created
Created4 research agents
LabelSignals, on all 4
Effort1 high, 2 medium, 1 low
Verticals3 SaaS
Message Eva…
Or ask Eva
Describe the signal and Eva writes the agents
Tell her the buying situation you sell into and she writes the agents that would spot it, then puts them on the verticals where they apply. She proposes and you confirm, because creating them changes what every future run costs.
Evergrowth
Accounts
To Salesforce2 conditions
From SalesforceNo filter
Salesforce
CRM
Research Agent1 of 6 mapped
CRM consolidation program
Specific data point discovered during enrichment.
CRM program notes
CRM consolidation program (Sources)
Source links for this criterion.
Not mapped
Suggested: EG - CRM consolidation program (S...
CRM consolidation program (Reasoning)
Reasoning for this criterion finding.
Not mapped
Suggested: EG - CRM consolidation program (R...
Actively hiring RevOps
Specific data point discovered during enrichment.
Not mapped
Suggested: EG - Actively hiring RevOps
Actively hiring RevOps (Sources)
Source links for this criterion.
Not mapped
Suggested: EG - Actively hiring RevOps (Sources)
Actively hiring RevOps (Reasoning)
Reasoning for this criterion finding.
Not mapped
Suggested: EG - Actively hiring RevOps (Reason...
Map 2 fields · Accounts
Evergrowth field
Uses Salesforce
Reasoning or value found for this qualification criterion.
DirectionEvergrowth → Salesforce
Salesforce field
Auto-maps to EG - Uses Salesforce
Pick a field manually
Evergrowth field
CRM consolidation program
Specific data point discovered during enrichment.
DirectionEvergrowth → Salesforce
Salesforce fieldCRM program notes
Suggested Salesforce field type: Rich Text
Use suggestion: EG - CRM consolidation program
Remove mapping
CancelSave
Where answers go
Your findings land in your CRM, not only in Evergrowth
Connect a supported CRM, turn account writes on and map the fields, and every answer is written back with its sources and its reasoning, the Score beside them. It goes 1 way, out, so nothing in Evergrowth overwrites what your reps typed.
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
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Claude
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⌕ Search Northstar
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⌄ Channels
# account-planning
# sales
# general
⌄ Direct messages
Eva
SV Sara V.
+ Add teammates
Eva
SV
Sara V.10:42
What do we know about Acme Corp, and where should we focus?
✅ 1
EvaAPP10:42
2 steps
The workspace research points to a RevOps-led consolidation project.
Acme Corp · account context
AccountAcme Corp
FitMid-market SaaS
PrioritySalesforce consolidation
Next stepValidate the RevOps migration plan
Acme Corp
🪙 This answer used 1 credit (2 tool calls)
⌕ Search (Ctrl+Alt+E)
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Eva from Evergrowth
SV Sara V.
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# Account planning
# General
Eva from EvergrowthChat
10:42
What do we know about Acme Corp, and where should we focus?
Eva from Evergrowth10:42
🛠 2 tool calls · 1 credit
The workspace research points to a RevOps-led consolidation project.
This answer used 1 credit (2 tool calls)
Acme Corp · account context
AccountAcme Corp
FitMid-market SaaS
PrioritySalesforce consolidation
Next stepValidate the RevOps migration plan
Open in Evergrowth
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
ChatGPT5Account executive
What do we know about Acme Corp, and where should we focus?
Evergrowth
EvabyEvergrowthNorthstar
Eva's work· 2 steps
The workspace research points to a RevOps-led consolidation project.
Acme Corp · account context
FitMid-market SaaS
PrioritySalesforce consolidation
Next stepValidate the RevOps migration plan
Acme CorpAccount recordOpen
Answered by Eva in EvergrowthOpen Evergrowth
Ask anything
CopilotAutoSDR
Help me prepare for a conversation with Dana Whitfield at Acme Corp.
Question to askWhere is reconciliation slowing the team?
Answered by Eva in EvergrowthOpen Evergrowth
The answer is being provided in the Evergrowth panel.
Message Evergrowth
Find RevOps contacts workflowRevOps
Run our saved “Find RevOps contacts” workflow on Acme, Northwind and Contoso.
Evergrowthask_eva
EvabyEvergrowthNorthstar
Eva's work· 2 steps
Review this run
WorkflowFind RevOps contacts
SettingsUp to 2 contacts/account · low effort
Contact detailsEmail on · phone off
Estimated execution: 6 credits, plus credits for each new verified email. Conversation usage is separate.
Shall I run it?
Answered by Eva in EvergrowthOpen Evergrowth
Eva is asking you to confirm the run in the Evergrowth panel.
Reply
Opus 5.5 Medium
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
IGEN's research agents look for its own triggers
Their words, from their own story. IGEN set up research agents for the moments that matter in tax, and their answers feed Signals.
“The best type of outbounding is trigger-based outbounding. So something has happened at a company, therefore that person's more likely to interact with my messaging.”
A user, a director and a CFO each get a different one
Early expansion
Account managers spot expansion before the customer calls
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.