Growth
From first contact to your next customer.
Marketing automation, B2B lead research and AI content in one workflow. Connect your tools and move each contact towards the next step.
The lead is just the beginning.
Find B2B leads, prepare personalized emails and manage follow-ups. Connect your inbox and CRM to keep contacts, conversations and next steps in one workflow.
B2B lead discovery
Find potential customers with Icypeas by industry, role, location and company size. You can also look up email addresses for the profiles you find, where available.
Conversations, beyond bulk messages
Emails and replies based on your offer, your collections and the tone you choose.
A automation takes it from there
From follow-ups to your CRM, through to suggesting a demo. You decide what can run on its own.
A lead enters the workflow: first email, conversation, CRM update and a demo proposal.
From the right audience, to your first contacts.
From budget to people worth contacting. Describe your goal, refine your search and choose the profiles to bring into your campaign.
Start in your own words.
Set your budget and describe the customers you want to reach, just as you would to a colleague.
- Dedicated budget
- Campaign type
- Ideal audience
Find the right audience.
Refine the filters, choose AI Boost and review the cost before starting your search.
- Targeted filters
- Boost AI
- Cost before you start
Choose your next contacts.
Review the profiles, save useful contacts to your campaign and download the results. Then continue your search.
- Select and save
- Download contacts
- Continue searching
Set your budget, describe your audience and review the contacts found.
Enable Boost to learn more about the contacts you find: AI researches their companies and assesses how well your offer fits their profile.
Company research with sources
AI reads company websites to gather information about their business, products and customers. It retains sources and distinguishes facts from hypotheses and details that still need checking.
Lead qualification for your offer
Compare profiles with your audience, product and goal. Each lead comes with a fit assessment, reasons and uncertainties to help you decide who to explore further.
Ideas for personalised emails
Research informs possible conversation starters, useful questions and a next step. ActaFlow uses them to prepare email drafts that reflect your offer and tone, ready for review before sending.
Leads and research, also in Excel
Export contacts, assessments, sources and sales insights to Excel, CSV or JSON to work with them outside ActaFlow too. Discovered leads can trigger automations in your CRM or other connected tools.
AN EXAMPLE, IN CHAT
Here is my studio’s website: studioforma.example. I’d like to reach people in my city.
From the website: interior design, bespoke projects, local customers.
I’d start with images of your projects.
Meta
To show your style to people nearby.
Google Ads
To reach people already looking for a studio.
A proposal to review together, before you invest.
Start with your business. Then choose the channel.
Using your website and goals, AI suggests messages and channels for advertising campaigns. Review the strategy in chat before investing.
Your guidelines, every time
Define your audience, messaging and budget in chat. Review proposals and ask for any changes.
You stay in control
Connect your own ad accounts. Channel activation and campaign launching are being prepared.
Your material. The right message.
Create AI marketing content from your videos and ideas. Review copy, tone and voiceover in chat before choosing the version to use.
Start with what you have
Upload your material, or describe what you want to create.
Ask for another version
Shorter, a different tone, a voiceover. Explain what you want to change.
Choose what to use
Review the proposal and approve it when it feels right for your business.
EXAMPLE · AN INTERIOR DESIGN STUDIO
Studio Forma.mp4
A first proposal
“Every home starts with an idea. We help you shape it, from the first design to choosing materials.”
The revised version
“Let’s shape your home. Book a first meeting with Studio Forma.”
Marketing belongs in your workflow.
Connect email, CRM, documents and calendars to your marketing automations. Each new opportunity becomes part of your team’s workflow.
Advertising channels
Connections through Pipeboard are being set up.
The inboxes you use for conversations.
Lead discovery
B2B discovery, contact emails and optional AI Boost.
Marketing
Marketing, connected to all of ActaFlow.
Ads, creative assets and leads, in the same flow as your automations.
€10 / month
Per ad account, renewed monthly.
Your first account is included with Business.