Contact lists are built from specific criteria
The system shows not only an address or number, but also the company, role, source and reason why the record appears on the list.
Companies with potential for training and events
The hotel is looking for regional manufacturing companies with larger teams and a contact in HR, administration or marketing.
Contacts ready for review
AI combines data from approved sources, removes duplicates and shows the provenance and confidence level of each contact.
- company and relevant role
- email or phone number with source
- fit and duplicate status
Contacts with provenance and reasoning
The module does not create an anonymous database of addresses. Each record is linked to criteria, its source and existing CRM history.
Searches by profile
It applies approved criteria for company, location, industry, role and exclusions.
Shows data quality
It presents the provenance, verification date and confidence level available from the source.
Removes duplicates
It compares companies and contacts with the CRM before passing them to the next stage.
How is a lead list created?
Choose the criteria
The user selects a target profile or sets their own search conditions.
Check the sources
The system queries only sources approved during the audit.
Organise the data
AI combines records, assesses fit and checks for duplicates.
Approve the list
The sales representative selects the contacts that can be saved to the CRM.
Every contact retains its provenance
The system does not hide gaps or the age of the data. The user can see whether the contact is complete, when it was checked and where it came from.
What does AI use?
- target customer profile and exclusions
- industry, geographical and organisational criteria
- approved data sources
- CRM with customers and leads
What does the team receive?
- contact list with source details
- fit and confidence scores
- deduplicated records
The user approves data before saving
Incomplete or uncertain records remain flagged. The hotel decides whether they require further verification, rejection or saving.
The user defines the criteria, checks data sources and approves each record or the entire verified batch.
The module does not guess missing addresses or numbers, use unapproved sources or start contacting anyone on its own.
A list ready for further work, not another raw export
The source and freshness information are visible for every contact.
Company, person and contact details do not need to be re-entered between tools.
Selected records are deduplicated before being added to the process.
Approved sources provide the data; the CRM keeps the history
The generator uses sources selected during the audit, while the CRM helps exclude existing customers and leads.
Related process elements
Frequently asked questions
Where do the contact details come from?
Only from sources approved during the audit, with the record source clearly shown.
Is every address up to date?
This cannot be guaranteed; the system shows the verification date and confidence level when the source provides them.
How are duplicates detected?
Data is compared with the CRM by company, domain, email, telephone number and other identifiers.
Is the list automatically used in a campaign?
No. Sending requires an additional module and the appropriate configuration.