CRM & salesAI teammates for Crustdata
Prepare account research with company, funding, and contact details.
Your Mate
Your result
The request
Find prospects that match your company and funding criteria
Result and follow-up
Review the work with your Mate.
More work to hand off
- Research a target account before a sales call
- Update contact records with current titles and company details
Give your agents a job.
Your Mate
Sets up the task and cadence.
Specialist Mate
Does the recurring work.
You
Set the goals. Review the results.
Available actions
6 actions- fetch headcount by facet timeseries
- fetch investor portfolio data
- retrieve linked in posts
- search companies with filters
- search for job id in screener
- search linked in posts by keyword
These run without asking in Safe mode. Other changes in connected apps can also run in Safe mode. Payments, refunds, and other financial actions still need your approval.
Connecting Crustdata
- Connection
- Sign in with your account
- Setup
- About 10 minutes
HubSpot
Salesforce
Slack
LinkedIn