Processing time
6-9 working days
Automated Lead Generation AI & Contact Enrichment
AI research service to enrich leads in CRM
Description
A custom-developed workflow agent searches publicly accessible sources, collects structured information such as company profile, contact details, decision-makers, news and digital presence, and automatically transfers the results to a defined target system (e.g., your CRM, PDF or Google Sheet).
Add-ons
📊 Dashboard & Overview
Additional charge: 480
Setting up a dashboard to clearly display all enriched leads (e.g. B. via Google Data Studio or in a web view).
Extra time: +2 days
✉️ Email notification for new leads
Additional charge: CHF 240
You will automatically receive an email as soon as new lead information has been entered – including a link to the CRM or sheet.
Extra time: +1 day
💬 AI-generated conversation guide
Additional charge: 480
A short text is automatically generated from the collected data to serve as a conversation guide – including hook, trigger and suggested tonality.
Extra time: +2 days
📥 Transfer to other tools
Additional charge: 480
Integration of the results into another system (e.g. B. Project management or documentation tools).
Extra time: +3 days
Details
¹Everything included for CHF 149 per month: hosting, support, administration and regular backups.
You only decide on the location of the hosting according to your privacy requirements.
Your system is hosted where you want most access to occur
Data security & compliance with European data protection standards
🌎 World-Hosted & US AI integration
Maximum performance and state-of-the-art AI without special data protection requirementsYour system is hosted where you want most access to occur
🇪🇺 EU-Hosted AI integration (GDPR compliant)
Use of EU-hosted AI models (e.g. B||OpenAI or Azure) via GDPR-compliant API connectionData security & compliance with European data protection standards
Benefits
🇨🇭 Swiss quality
👩⚖️ GDPR compliant
💵 Transparent prices
🧑💻 Personal support
🚀 Fast delivery
What is included?
Individual development of a lead research workflow
Retrieval of relevant news & events about the company
Detection and structuring of contact persons (e.g. B. Decision makers)
Automated search for company data based on domain, name, etc.
Data structuring in the desired format (CSV, sheet, CRM fields)
Integration into your existing system (e.g. B. CRM, Google Drive, Excel)
Retrieval of relevant news & events about the company
Detection and structuring of contact persons (e.g. B. Decision makers)
Automated search for company data based on domain, name, etc.
Data structuring in the desired format (CSV, sheet, CRM fields)
Integration into your existing system (e.g. B. CRM, Google Drive, Excel)
Areas of application
Preparation for sales calls
Better qualification of incoming leads
Cold calling with information behind your back
Event & Trade Fair Follow-up
Extending data in Google Sheets
Growth analysis of target customers
Lead scoring through data enrichment
Building smartlists for targeted campaigns
Better qualification of incoming leads
Cold calling with information behind your back
Event & Trade Fair Follow-up
Extending data in Google Sheets
Growth analysis of target customers
Lead scoring through data enrichment
Building smartlists for targeted campaigns
Our creation process
Joint briefing & target definition (What data is needed?)
Selection and configuration of the appropriate data sources
Structure of the research agent (AI workflow)
Adaptation of the format to the system structure (fields, formats)
Automatic handover to the desired target system (e.g. B. CRM or table)
Quality control and fine adjustment
Documentation & Instruction
Selection and configuration of the appropriate data sources
Structure of the research agent (AI workflow)
Adaptation of the format to the system structure (fields, formats)
Automatic handover to the desired target system (e.g. B. CRM or table)
Quality control and fine adjustment
Documentation & Instruction
This is what you get
Fully functional research agent adapted to your system
An automated lead process – without manual research
Compact dossiers on companies including contact details & decision-makers
Incorporating the data into your daily environment (no tool change)
Individual documentation & quick guide
Sustainable system, expandable with additional functions
An automated lead process – without manual research
Compact dossiers on companies including contact details & decision-makers
Incorporating the data into your daily environment (no tool change)
Individual documentation & quick guide
Sustainable system, expandable with additional functions
Frequently Asked Questions
How does lead generation AI work?
It's an automated process (workflow) that collects information about potential customers for you in the background. You simply enter an email address or company name, for example, and everything else happens automatically.
Do I have to use a CRM?
No. The agent can also work with Google Sheets, Excel, or other simple data formats. If you use a CRM, we'll be happy to integrate it; if not, we'll keep it simple and clear.
Does the agent run continuously or manually?
Both are possible: We can build the agent so that it is either triggered manually (e.g., via a button) or runs automatically on a regular basis (e.g., daily at 7 a.m.). Or both.
What are the data sources?
The agent uses publicly available information from websites, company directories, social media, news portals and other platforms.
Why is hosting a separate add-on?
Some companies prefer to run the workflow on their own infrastructure or existing servers. Therefore, we only provide the setup, code, and configuration by default. Whether you want to host it yourself or use our infrastructure is up to you.
Lead Generation AI & Contact Enrichment
