THE RESEARCH
AGENT.
Every account in your CRM gets a fresh research brief — tech stack, funding, leadership, hiring signals, competitor mentions — before your reps make the first call.
The most expensive thirty minutes of any B2B sales rep's day is the research before the call. Half of it isn't even useful — open tabs, half-read articles, copy-paste into a notes doc. The Research Agent does this work continuously and silently, attaching a structured brief to every account in your pipeline so reps walk into every call already armed.
Replaces the work, not the rep.
- → Generates a structured research brief for every new account in your pipeline.
- → Detects tech-stack changes, recent funding rounds, and leadership moves.
- → Surfaces hiring signals (open SDR / AE / RevOps / engineering roles).
- → Tracks competitor mentions in earnings calls, press releases, and the company's own blog.
- → Refreshes briefs on a cadence you set — daily for active deals, weekly for cold accounts.
- → Attaches the brief to the deal record so it shows up the moment a rep opens the account.
Step by step.
ACCOUNT LANDS
When a new account is created (manually, by the Qualification Agent, or via API), the Research Agent picks it up automatically and starts gathering signals.
BRIEF GENERATED
Within minutes, a structured brief is attached: company snapshot, tech stack, funding history, leadership team, hiring signals, recent news, competitor mentions. Sources cited inline.
REFRESHED CONTINUOUSLY
Active deals get briefs re-checked daily. Stale accounts on a weekly cadence. New triggers (a funding announcement, a leadership change) generate a real-time alert in the rep's inbox.
What's inside.
COMPANY SNAPSHOT
Industry, vertical, country, employee count, founding year, revenue band — pulled from public sources, refreshed continuously.
TECH STACK DETECTION
What CRM, MA, payments, helpdesk, analytics, hosting they use today — and what changed in the last 90 days.
FUNDING HISTORY
Every funding round on file, with date, size, lead investor, and a one-line summary of what the money is for.
LEADERSHIP CHANGES
New VP Sales, CMO, CRO, or CTO moves get flagged with a 90-day window — fresh leaders are buying windows.
HIRING SIGNALS
Open roles in sales, RevOps, marketing, and engineering — strong proxies for budget and growth direction.
COMPETITOR MENTIONS
What the prospect says about your competitors in earnings calls, press, and their own blog — primed talk-track material.
Human researcher vs. the agent.
- · 30 minutes per account, before each call
- · Tabs open, copy-paste into a notes doc
- · Quality varies by rep + day
- · Goes stale the moment it's written
- · Re-done every time a new rep touches the account
- · Hidden cost: ~30% of rep's research time
- → Brief ready before the rep opens the deal
- → Structured brief attached to the deal record
- → Identical structure, every time
- → Refreshed daily on active deals
- → One brief, shared, versioned
- → $49/month, flat
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