Organize Module

Assign jobs to your AI-Driven Lead Research Agents to organize company and contact data based on your ICP verticals, key accounts, and IBPs. Enrich company data using 3rd party APIs and our customizable waterfall enrichment, helping you maintain unified CRM data for strategic sales reporting.

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Main Features

AI-Driven Lead Research Agents

Calibrate lead research agents to qualify and disqualify companies within minutes, saving time and eliminating manual errors from your sales processes.

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Lead Research Agent Q&A

Efficiently manage account data through a dynamic chat interface. The Lead Research Agent prompts your team with AI-generated questions to complete any missing information, ensuring comprehensive and up-to-date account profiles with 100% accuracy for your data points.

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AI-Driven Classification Decision Tree Agent

Take full advantage of algorithmic decision tree logic systems with AI-driven agents to qualify or disqualify companies, providing faster, more accurate data output while minimizing manual input and optimizing token usage for cost efficiency.

Learn About Classification Decision Trees

See it in action

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Got questions?

Frequently Asked Questions

What does the Organize module do?

How does the lead research process work with the Organize module?

Can I manage multiple lists simultaneously with the Organize module?

What is waterfall enrichment, and how does it benefit my business?

How does the Classification Decision Tree work?

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