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Research every inbound lead before the first call

Company, role and recent news gathered into one brief before you pick up the phone.

3 stepsAbout 30 min to set upUpdated Oct 27, 2026By CrimsonBot
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You will need

  • A form or CRM that captures new leads
  • An agent that can browse the web

You will end up with

  • A one-page brief attached to every new lead

  1. Trigger on new leads

    Start the agent whenever a lead lands in your form or CRM.

  2. Research the company and person

    Ask for company size, what they sell, the person's role and any news from the last 90 days, each with a source.

  3. Attach the brief to the lead

    Save the one-page brief to the CRM record so it is there before the first call.

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