Homeport AI: Continuous monitoring of leads and accounts

Built for GDPR · Hosted in the EU · Easily integrated

Increase revenue through relevant outreach at the right moment.

A lead who isn't ready to buy today goes into the list and sits there. Three months later, the company has secured funding, replaced its purchasing manager, and issued a request for proposal. Sales never finds out because the gap between following up and forgetting is just a busy calendar.

Every lead comes with a Why-Now score and a clear justification

Upselling and cross-selling opportunities are flagged as soon as they arise

Management changes, press releases and many other data points come in automatically

The CRM record is generated during the conversation

Included in every package

Why this lead. And why today.

Homeport combines your conversations and CRM data with signals from the market, scores every lead with the Why-Now Score and keeps your systems in sync. Each feature shows the plan it is included in.

Gehen Sie mit dem richtigen Kontext in jedes Meeting. Sehen Sie Kundenhistorie, interne Daten und externe Erkenntnisse in einer klaren Übersicht.

Jedes Gespräch wird in automatische CRM-Updates, strukturierte Zusammenfassungen und klare nächste Schritte überführt.

Erfassen und verarbeiten Sie Ihre Anrufe und Meetings automatisch. Nichts geht verloren. Jede Interaktion wird zu strukturierten Vertriebsdaten, auf deren Basis Sie handeln können.

Erkennen Sie wiederkehrende Einwände, Wettbewerbernennungen und Kundenbedürfnisse, um gezielter zu coachen und die Ergebnisse entlang der gesamten Pipeline zu verbessern.

Every lead gets a score from 0 to 100. It rises when something moves: a management change, a funding round, a tender, a deadline from the last conversation. For every point you see signal, source and date. Included in all plans.

Fresh leads are checked twice a week, active leads weekly, long-term leads monthly. As soon as a signal appears, the lead jumps back to fresh and is watched closely again. Included in all plans.

More than 50 data signals: conversations, CRM history and open deadlines meet personnel changes, funding, tenders, job postings and company news. Only the combination gives you the full picture. Included in all plans.

Enter every conversation fully prepared. Homeport captures what was discussed, generates the necessary documents, and keeps your systems up to date.

With participants' consent, notes from Teams, Zoom and phone calls land automatically in the record and in monitoring, so the score also reflects what was actually discussed.

Briefing before the meeting, call notes afterwards, a proposal draft based on what was said – from the same data that feeds the score.

Results, deadlines and next steps flow back into CRM, Office and meeting notes automatically. What is updated in one system is available in all the others.

Before the meeting you see the full picture: latest interactions, open topics and current signals on the lead, gathered in one view.

Read-only access, no project, no training. Approved per user.

Link CRM, calendar and meeting tools, or upload a lead list. Five minutes, read-only access.

Homeport monitors each lead at intervals appropriate to its stage and analyzes internal and external signals.

You open the list, see the highest scores with their reasons, and have the conversation that pays off.

Classic lead tools give you the state at the moment of export. Homeport watches your leads continuously, scores every change and shows you when outreach pays off.

✓ Continuous, at the rhythm of the lead phase

Market signals (tenders, personnel changes)

✓ Continuously matched and assigned to the lead

✓ Why-Now Score with reason, source and date

✓ Automatic from conversations (from Professional)

✓ Automatically in sync (from Professional)

✓ Connected read-only, complements your system

Pure note-taking tools (Sally, Bliro, Kickscale) record conversations. Homeport combines them with market signals, scores every lead with the Why-Now Score and keeps your systems in sync.

Homeport runs on the ISO 27001-certified Open Telekom Cloud: hosted in Germany and the Netherlands, under European jurisdiction. Homeport automatically deletes personal data from external sources after a short time. Built for GDPR-compliant use.

HubSpot, Pipedrive, Salesforce: Homeport connects read-only and monitors your leads and accounts continuously. From Professional, signals, scores and results flow back into your existing system automatically. Processes, reports and permissions stay where they are. No migration project, no retraining.

The Why-Now Score is included in every plan. Every plan can be extended with more leads at any time, and additional messages cost €49 per 50 – cancel monthly, no plan change needed. Prices excl. VAT, two months free with annual billing.

Standalone module, combinable with any plan: relevant tenders arrive on the day of publication, checked against your profile – including automatically generated documents and a review workflow. Up to 5 users.

Bring a CRM export or a contact list. We set up the data together, and from then on Homeport checks your leads continuously – with trigger, source and date.