B2B prospecting

What it is for

Scan searches companies on the web, AI scores fit to your ideal customer and gathers public contacts.

Before you start

• Describe the Ideal customer in the brand for better scores.

Step by step

1. Pick the tab (Customers, Suppliers, Partners).
2. Click Search companies and fill in.
3. Sort by score and change the Status.
4. Export to CRM.

Every action on this screen

Search companies

E.g. "emporiums and coffee shops" in "Santa Catarina", up to 20 results.

Table

Company, city, score, why, contact and status (New, Contacted, Qualified).

Export to CRM

Creates an XLSX spreadsheet.

Shortcuts

• ⌘K / Ctrl+K: go to another screen or brand
• F1: opens this guide

Common problems

Few results
Widen the region or the description.

See also

• Brands
• Reports