Sales model in use Direct ·
Model can be changed above.

You and your prospect
Evidence

Provide evidence by automatically getting information direct from Companies House, uploading your own files, or entering data manually.

Automatic: analyses the two most recent accounts filings from Companies House.

Manual: click the arrow to enter metrics manually

Upload: choose up to 2 accounts filings (any year). PDFs must be OCR’d before load.

    Buyer type
    Diagnostics 
    
          
    If you see a 401 unauthorised error, please sign in again.
    
        
    
      
    
    
    

    
    
    
      
    
        
    Opportunity qualification analysis
    
        
    
          
    

          
          
        
    
      
    

      
    

      

      
      
    
        
        
        
        
        
        
        
        
          
          Writes email for sales management
        
      
    

      
      
    
        
    
          
    Qualification notes
    
        
    
        
        
    
          
          
        
    
        
    Notes are downloaded to your device.
    
      
    

      
    
        
    What changed
    
        
      
      
      
      
      
        
      Recent activity