Agentic workflow
The simplest workflow. The biggest time savings.
No qualification, no contact finding, no play writing. Just a single agent running on a schedule, surfacing changes and creating CRM alerts.
Schedule recurring agent runs on existing accounts and contacts. Surface new signals, detect job changes, and create CRM alerts — automatically, on your cadence.
Request a demoRe-research your working accounts for new signals every month. Funding rounds, leadership changes, tech stack shifts — agents catch what reps miss.
Track contact-level changes across your pipeline. Promotions, job moves, LinkedIn activity — surfaced as CRM alerts, not buried in feeds.
Bulk re-research all accounts in a territory before QBRs. Give reps an updated picture without weeks of manual prep.
No qualification, no contact finding, no play writing. Just a single agent running on a schedule, surfacing changes and creating CRM alerts.
This is the leanest workflow. Pick account-level or contact-level monitoring, set a frequency, and let the agent run. No chain, no dependencies — just one agent on repeat.
New signals create tasks in your CRM automatically. Reps see what changed without digging through dashboards.
Configure frequency — daily, weekly, monthly — and let agents run. No manual triggers, no forgotten follow-ups.
Accounts and contacts stay fresh. No more working off six-month-old research or missing that a key contact changed jobs.
Scheduled Research surfaces signals. Signal-based Outreach acts on them automatically.
ExploreDetect when pipeline contacts change companies — a specific use case Contact Research catches.
ExploreScheduled contact monitoring on customer accounts catches champion departures before CS finds out.
Explore