Client Prospecting Research
Find your next client in the data you already have. This agent digs through your CRM and hands back a prioritized list of accounts worth pursuing.
- Output
- →Document
- Connectors used
- CRM:Jobin CloudRecruit CRMVincereAffinityAttioCapsuleCloseCopperfolkHubSpotInsightlymonday.comNotionPipedriveSalesflareZendesk SellZoho CRM
Choose which connector to use each time you run it.
What it does
The Client Prospecting Research agent digs through your CRM, finds the accounts, contacts, and deals that match your target brief, and writes a prospecting report back into your project.
Why recruiters and BD teams use it
- Turn a messy CRM into a clear, prioritized list of who to pursue.
- See decision-makers and relationship history without manual digging.
- Spot the gaps — accounts and contacts your CRM is missing.
Connect your CRM
Pick any one of your connected CRM connectors when you run it:
- HubSpot, Pipedrive, Attio
- monday.com, Notion, Zoho CRM
What you get
A report ranking target accounts by how attractive they are, with key contacts, relationship status, and a one-line "why now" for each.
How to run it
Open a project, describe the kind of clients you're after, choose your CRM, and run. The report is saved to your project files.
Run this agent in Calyflow
On your own AI, data, and tools — repeatable and evidence-backed. Free to start, no credit card.
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→Emails