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Business Journey — Find Clients

← How CPX Works
Step 1 of 5

Acquire more prospects.

Common problems

  • Irregular prospecting that depends on a single available salesperson
  • Opportunities lost for lack of structured follow-up
  • Incomplete prospect records that slow down qualification
  • Personalized prospecting messages that take too long to write one by one

Modules involved

CRM Pipeline

Brings together your prospects, your sales stages and your quotes signed online

LinkedIn Prospecting

Prepares your personalized message sequences and prospect scoring

B2B Email

Prepares segmented campaigns and nurturing sequences

Smart Follow-up Agent

Prepares personalized follow-ups so no opportunity slips away

Company Enrichment

Completes your records with official data (registration number, legal form, headcount)

✅ Actually automated — CRM Pipeline, LinkedIn Prospecting, B2B Email, and the Follow-up Agent feed the same lead base — a contact entered once is never re-entered from one tool to another.

All the assistants in this journey are included in the Pro plan, except LinkedIn Prospecting (on request).