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ProspectionCRM

Find companies to contact in an official registry, and follow each one.

ProspectionCRM searches the company registry of a country by sector, area and size. You add the companies you want to a pipeline. The model can score each one against your offer and draft a first message. You send it yourself.

The cartridge id is @mnemosyne-plugins/prospection-crm. One country is supported today: France, through the French company registry (Sirene, API Recherche d'entreprises).

First launch​

Open Settings and press Choose a folder. Each company you add becomes a file in it. Outside Mnemosyne OS the search works, but nothing can be saved.

In Settings, also write My offer: what you sell and to whom, in a few lines. The model scores companies and writes drafts from it. Signature is put under every draft.

The tabs​

  • Search: the registry search.
  • Pipeline: your pipelines as boards of stages.
  • Ideal client: profiles of the client you want, turned into criteria.
  • Settings: the folder, your offer, your signature, the pipelines, the Apify key and the language.

Search the registry​

  1. Pick Sectors. Type a few letters or a NAF code, or browse the Sections. Save as a group keeps a selection.
  2. Pick an Area (Whole country by default), a Staff size, or Words.
  3. More options adds the legal form, the category, labels, postal codes and finances.
  4. Press Search. A page shows 25 companies.
  5. Tick the companies, or Pick all addable, then Add N companies.

A company that told the registry it opposes commercial prospecting is shown as Refuses prospecting and cannot be added. Hide those in the book and Hide refusals clean the list.

Describe your target, then Suggest sectors, asks your model to pick the sectors. It costs one model call.

Ideal client​

Under Describe the client you want, write in your own words: trade, size, region, what they use, what they lack. Turn it into criteria fills the search fields. Check them, then Save this profile. Fill the search with it reuses a saved profile.

A company's sheet​

The sheet shows the Registry facts with their source and date, the Contact, the Stage, the Follow-up and the History.

  • Find the site looks for the company's website. A site is Verified only when the company's registry id is printed on it. Read the site collects addresses and phones from its pages.
  • Look it up on Google Maps uses your own Apify account, billed by Apify. Paste your Apify key in Settings. The key is sealed on this computer.
  • Score with the model gives a fit out of 5 against your offer.
  • Draft a message writes a subject and a body. Copy it, or Open in my mail. You send it.
  • Plan a follow-up: it goes in your agenda and rings at 9:00. A company that said no gets no follow-up.

Pipelines​

Two pipelines come ready: Sales and Partner recruiting. Sales runs from Spotted to Won. Partner recruiting runs from Spotted to Paying partner. Move a card with Next stage and Previous stage. Add pipelines and stages in Settings.

Autopilot​

Autopilot chains the steps on a search: score by fit, find websites and draft messages. Before Launch, it shows the most it will spend: model calls, tokens, registry pages and web pages. Drafts wait for you. Nothing is sent.

Where your data goes​

Everything is in your folder:

prospects/<country>-<registry id>.json   one file per company
settings.json                            offer, signature, pipelines

A file that cannot be read is named on screen, never dropped. The registry is called directly from the window. Scoring, drafts and sector suggestions use the model you chose in Mnemosyne OS. A cloud model can use credits.