Every Feature Explained in Detail

Each company is deduplicated over a 90-day window. If a company is published again in the SHAB within 90 days, it will not be captured as a lead again. This prevents duplicate contacts and ensures your sales team only receives truly new signals.

For each event type, keywords can be defined that must be present (e.g., 'CEO', 'Board of Directors') as well as exclude keywords (e.g., 'in liquidation', 'bankruptcy'). The keywords are trilingual (DE/FR/IT) and are automatically applied to the SHAB text.

The AI evaluates each entry with a score from 0 to 100. The score considers: segment match, event type, company description, legal form, and industry relevance.

For each qualified lead, the AI provides a reasoning: Why was this lead classified as relevant? Which keywords matched? Which segment was identified? This gives your sales team context for the initial outreach.

• Min score configurable per customer (default: 85%)
• Review score for manual review (default: 70%)
• Keywords and exclude keywords per event type
• Segment-specific keyword lists in DE/FR/IT

Google Places sometimes returns slightly different company names. LeadRadar uses the Jaro-Winkler algorithm with a threshold of 0.88+ for name matching — supplemented by token verification and location check. This ensures only correct matches are accepted.

• Contact data: name, email, phone, role, address with Google Maps
• AI classification: segment, score, reasoning, keywords
• Company data: legal form, canton, purpose, capital, UID
• Lead intelligence: website analysis, products, team, news
• Sales briefing: AI-generated conversation guide
• Activity timeline: calls, emails, meetings, comments

Each customer can define their own lead status workflow. Default workflow with 6 stages — expandable as needed. Including deal value tracking and lost reason capture.

Leads are automatically assigned to the responsible sales representative — based on configurable canton rules. Example: All leads from ZH, AG, ZG go to employee A. All leads from VD, GE, NE to employee B.

Create tasks per lead with due date and priority. The follow-up system reminds you via email about overdue contacts. Quick selectors for 'Today', 'Tomorrow', or custom date.

• Why this lead is relevant (event context)
• Company information (industry, size, online presence)
• Contact details and contact person
• Concrete conversation guide (opening sentences)
• Possible objections and counter-strategies

With one click, the AI generates a personalized email draft — based on company data, event type, contact person, and website analysis. The draft can be opened directly in the mail app and customized.

Briefings are generated in the lead's language (DE/FR/IT) and automatically cached. Translations into other languages are created on demand and stored — no duplicate API call.

For each combination of segment, event type, and language, an individual Word template can be stored. For Straumann Switzerland, this means: 5 segments × 4 events × 3 languages = 60 individual letter templates.

Templates are managed directly in Microsoft OneDrive. Editing in Word Online, automatic synchronization. Secure OAuth2 authentication.

Every action is logged: login, lead changes, status updates, configuration changes, downloads, API access. Filterable by user, action, time period, and customer. Including IP address and detail JSON.

• HSTS with preload (2 years, including subdomains)
• Content Security Policy (CSP) with strict rules
• Encrypted JWT authentication (8h sessions, ended after a password change)
• Brute-force protection (5 attempts / 15 min)
• EU hosting in Germany with SSL/TLS encryption, Swiss servers on request (Enterprise)

After each completed run, configured users receive an email with: number of new leads, top scores, pipeline summary, and direct link to the platform.

Daily email to users with due follow-ups. Shows: overdue leads (red), due today (orange), and upcoming. With company name, status, score, and date. Sent at the customer's configured time.

Each user can individually set which notifications they want to receive. Dedup logic prevents follow-up reminders and run notifications from being sent simultaneously.