Visaro Agency Intelligence: B2B Lead Intelligence for Agencies

Turn conversion, visitor, company, person, prospect and enrichment data into a workspace-level sales intelligence system.

Sync active sites, user assignments, form conversions, identities and enrichment rows from Visaro Agency Server so behaviour data can become actionable company and person records.

Validate, deduplicate, retry and process conversion receipts through cursors to preserve data integrity when background processing is delayed.

Store domain, status, owner, Companies House state, workflow state, website, social links, notes, tags, people, activity and enrichment evidence in one company view.

Track confirmed email identity, name, telephone, role, LinkedIn profile, outreach status, suppression, provenance and company relationship.

Preserve conversion attribution, form context, page/session context, source references and recent engagement without exposing raw receipt payloads.

Use confirmed identity evidence to fill gaps in person names and last-activity fields where matching data is available.

Review duplicate people, duplicate companies, register conflicts, enrichment disagreements, prospect conflicts and source-confidence issues in one place.

Retain uploaded reasoning, source signals, notes, send order and conflict flags so users can understand why a prospect was added.

Keep people attached to uploaded prospects separate from first-party people until the prospect converts.

Add first-party intelligence or third-party prospect companies manually when useful leads arrive outside tracked forms or uploaded lists.

Translate active records into commercial value, timing and movement views across Forecast Overview, Pipeline Forecast, Forecast Performance and Market Potential.

Set currency, average annual value, conversion rates, conversion times, ICO tier defaults and service/product values for each workspace.

Add unit prices, quantities, conversion timing and assumption groups so forecasts reflect the actual offer mix.

Record sales, renewals and expansion values, import confirmed sales by CSV and distinguish one-off from recurring revenue.

Use saved snapshots, period comparisons, forecast splits and top movers to see what is growing, cooling or holding steady.

Use landing windows, timing confidence, timing alerts and timing variance to understand when forecast value may become real.

Keep draft, review, approved and superseded assumption versions separate from evidence recommendations.

Generate Conservative, Evidence-Based and Growth monthly projection lines with source records, scenario factors and capacity evidence.

Separate long-range models and financial reports from operational forecast access, protecting investor or lending material.

Preserve 12-, 24- or 36-month evidence snapshots for first-party, third-party, workflow, conversion, service and confirmed-sales context.

Separate committed, retention and expansion value from first-party and third-party pipeline in long-range models.

Pull capacity pressure, UK market counts, anonymous audience and installed-suite summaries without silently multiplying forecasts.

Review inferred sectors, adjacent sectors, SIC concentration, segment movement, Companies House counts and matching-record drill-through.

Compare confirmed sales with generated scenarios after complete months to support better future forecasting.

Create an investor-style PDF with scenario range, annual trajectory, revenue composition, market context, provenance, version history and limitations.

Create a conservative lending-style PDF focused on committed versus conditional revenue, monthly profile, delivery pressure, validation maturity and limitations.

Score companies using recency, recent activity, form conversions, confirmed contacts and repeat engagement to help teams prioritise active opportunities.

Translate activity evidence into simple sales-priority language such as Hot, Warm, Cooling, Developing, Dormant and Unengaged.

Move unsuitable companies to a dedicated list while keeping people and activity data available for future review.

Group qualified companies into Overdue, Due Today, Upcoming and Needs Scheduling so next actions do not get lost.

Set owners, next actions and due dates from the queue using Today, Tomorrow and 7 Days controls.

Track outcomes such as Contacted, Meeting Booked, Proposal Sent, Won and Not Now, with options to schedule the next action.

Track contact-level outreach separately from company follow-up while keeping the company-level commercial owner model intact.

Mark contacts as Primary, Decision Maker, Influencer or Other so teams can understand who matters inside a company.

Manage email, telephone, LinkedIn, call, meeting, reply, no-response and not-now workflows from the person record.

Store scheduling, rescheduling, completion, cancellation, owner, action, due date and outcome changes for auditability.

Clear incoming companies quickly with Qualified, Not a Fit, Existing Client and Review Later decisions.

Bring parked companies back after seven days so potential opportunities do not disappear.

Create workload views and print-ready summaries showing each owner’s current and completed actions.

Review completion, overdue rates, response speed, outcome movement, workload and action effectiveness across reporting periods.

Report separately on uploaded and manually added prospects so outbound work does not distort first-party performance metrics.

Create CSV, PDF, owner workload, prospect performance, forecast and suite pack outputs from the live workspace.

Publish a shared calendar of eligible assignments across installed Visaro products without exposing personal calendar tokens.

Give named users private read-only calendar subscriptions for company follow-ups, outreach, Review Later deadlines and related Visaro tasks.

Use Keep Separate, Dismiss, reopen and resolution workflows to manage data issues without hidden merges or deletions.

Expose selected intelligence views through pane-level client portal controls while keeping operational and financial controls restricted.

Open permitted intelligence workspaces, client views and calendar links through the agency’s approved domain.