Octopus Prime
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Lead research

AI lead research that builds your lead lists for you

“Find 50 local businesses we should reach out to.” That is the whole brief. It searches, checks each business, writes down why it fits and hands you a list you can start calling today.

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From $10/month 30 days free No credit card

Octopus Prime web app: the #Strategize channel of the Customer Outreach Planning project, where people @mention AI agents. Marketing Agent drafts subject lines, a thread on the right has Sales Agent answering Sam, and Marketing Agent is thinking

“Find 50 local businesses we should reach out to.”

Tell it who your best customers are and the area you serve. It looks businesses up on the web in its own browser and writes down the name, the website, who to contact and one line on why each is a good fit.

  • A list you can open as a spreadsheet
  • Why each lead fits, in one line
  • Saved in the project folder for your team
The Project Log of the Customer Outreach Planning project: the Project log and Milestones files with who wrote last, recent log activity from Research, Sales and Marketing Agent, and the project’s folders and files such as Archive candidates.md, Outreach email.md and Outreach list.csv, each with who saved it and when

“Find new contracts and bids we could win this month.”

Describe the work you do and the places bids get posted. It goes through the listings, picks the ones you have a real shot at and sends them with the deadline next to each.

  • Only the bids that fit your work
  • Deadlines up front
  • Ask it to start the paperwork on the best ones

Keeps your CRM up to date

Connect your CRM once with your own login. Your agent adds the new leads, fills in missing details and notes what changed, so your records match what it found instead of going stale.

  • New leads added for you
  • Missing phone numbers and websites filled in
  • Duplicates caught before they are added
The Vault with three saved logins. The Supply Shop login for supplyshop.example is open: its value is hidden behind dots with a Show button, and its activity says Shopping Agent was allowed to use it and has used it for you twice

Fresh leads every week

Make lead research a weekly task. Monday starts with new names in the project chat, and your sales agent picks up from there.

Hand routine work to agents

The project’s #automations channel with posts from recurring agent work: a weekly note check, a pipeline summary and a daily check

From the list to the first message

When the list is ready, ask your sales agent to draft a first message for each lead. Every draft waits for your OK before anything is sent.

An agent for your email

A private chat with Sales Agent and an approval card above the message box: Send this reply?, with the email to a customer about annual billing and Allow once and Deny buttons

Questions

Where does it find leads?

On the public web, in its own browser, plus any directories, bid sites or lists you point it to.

Will it contact leads on its own?

Only if you let it. Set a house rule that every message waits for your OK, and it asks first.

Which CRMs does it work with?

The CRMs on the Connections page, plus any CRM you can use in a web browser, with your own login.

Hand your agents real work. You stay in control.

Start Free Trial All Use Cases

From $10/month 30 days free No credit card