Automated Research
Agents automatically gather company financials, news, and organizational data.
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Watch it directly ↗Stop manual prospecting. Our AI agents deliver deep, structured account intelligence instantly, turning hours of tedious research into actionable insights for your sales teams.
Lyzr's AI agents go beyond simple data aggregation. They synthesize information into structured, actionable intelligence, eliminating manual research and surfacing real opportunities.
Agents automatically gather company financials, news, and organizational data.
AI ranks target accounts by fit score and intent signals to focus sales efforts.
Raw data is converted into narrative-ready summaries tailored for sales teams.
All research is structured and pushed directly into your CRM fields automatically.
Agents monitor accounts for new signals, ensuring your data is always current.
From strategic planning to frontline sales execution, Lyzr’s AI agents provide the critical account intelligence needed to win in competitive markets.
Reps prep for key account meetings with deep, automated research briefs.
RevOps teams automate account enrichment and lead scoring across the pipeline.
Strategy teams map market whitespace and monitor the competitive landscape.
Your top sales reps shouldn't spend hours on research an AI agent can deliver to them in seconds.
Our AI agents cut down account research time from several hours to mere minutes.
Deeply researched accounts lead to more relevant and personalized sales conversations.
Agents continuously pull and refresh data, so reps always have current intelligence.
Our research agents handle hundreds of accounts at once without adding headcount.
Lyzr provides a complete capability stack designed specifically for sophisticated B2B account intelligence and sales research workflows.
Agents autonomously scan websites, press releases, and news for account signals.
Automatically pull company size, industry, revenue, and tech stack information.
Agents identify key decision-makers and buying committee members for each account.
Agents monitor behavioral signals that indicate purchase readiness or competitor evaluation.
Condense multi-source data into concise, rep-ready account briefs and summaries.
| Feature | Manual Research | Data Tools | Lyzr |
|---|---|---|---|
| Research Time | Hours per account | Static data points | Minutes per account |
| Data Freshness | Instantly outdated | Updated quarterly | Real-time updates |
| Stakeholder ID | Manual and slow | Generic contacts | AI-driven mapping |
| Integration | Copy and paste | Basic API access | Native CRM sync |
| Intent Signals | Impossible to track | Limited signals | Continuous monitoring |
| Scalability | Not scalable | Expensive per seat | Infinite agent scale |
| Output Format | Unstructured notes | Rigid dashboards | Structured, custom briefs |
| Customization | Highly inefficient | Vendor-defined | Fully configurable |
| Data Security | Prone to user error | Platform-level only | Enterprise-grade security |
| Alerting | No alerts | Delayed alerts | Real-time triggers |
Lyzr's agents are designed for sales and revenue workflows.
Account data is processed with enterprise-level compliance and controls.
Sales ops can easily deploy account research agents without engineers.
Agents continuously monitor and update account intelligence over time.
Leading sales and GTM teams use Lyzr's AI agents to automate research, personalize outreach, and close bigger deals faster than the competition.
We used to spend over three hours manually prepping for each major account presentation. With Lyzr's AI agents, our sales team now gets a complete, synthesized brief in minutes. Our conversion rate from the first meeting to a qualified opportunity has already jumped by over 40%.
VP of Sales · B2B SaaS Technology Firm
Data exfiltration incidents
Link your CRM, web, and third-party data sources to the agent framework.
Define which account attributes and signals your AI agent should prioritize.
Activate account research agents across your target account lists with one click.
Get structured research delivered automatically to your CRM, email or Slack.
AI agents for account research are autonomous software programs that automate the process of gathering, analyzing, and summarizing information about target B2B accounts. They replace manual tasks like web scraping and data entry, producing structured, actionable intelligence briefs for sales and marketing teams to use for personalization and strategy.
Our AI agents operate in a simple, powerful cycle. They ingest data from public web sources, private databases, and your CRM. They then process this information, enriching it with firmographic data, identifying key stakeholders, and detecting intent signals before summarizing the output into a concise brief.
Lyzr’s agents leverage a wide array of sources, including your internal CRM data, signals from platforms like LinkedIn, firmographic databases for company details, and real-time news and press release monitoring. This multi-source approach ensures a comprehensive and constantly refreshed view of every account.
AI agents are designed to handle 90% of the repetitive, time-consuming aspects of research, such as data collection and synthesis. This frees up your sales reps to focus on the human element: applying strategic judgment, building relationships, and closing deals based on the rich intelligence provided.
Lyzr offers native, bi-directional integrations with leading CRMs like Salesforce and HubSpot. Our AI agents for account research can pull initial data from your CRM and, more importantly, push all the enriched data, insights, and account briefs directly back into the correct fields automatically.
Account intelligence is deep, contextual knowledge about a prospect's business, challenges, and buying signals. It matters because it's the foundation of modern B2B sales, enabling personalized outreach, higher engagement rates, and ultimately, increased win rates by ensuring every interaction is relevant and timely.
Deployment is fast. Because our platform is no-code, sales and revenue operations teams can typically configure and deploy their first set of AI account research agents in a single afternoon. You can start receiving valuable account intelligence and seeing results in just a matter of days, not months.
Absolutely. Security is our top priority. The Lyzr platform is built with enterprise-grade security controls and is compliant with standards like SOC 2 and GDPR. Your proprietary account data is processed in a secure, isolated environment, ensuring complete confidentiality and data privacy at all times.
Traditional sales intelligence tools provide static lists and data points. Lyzr provides an active, agent-based platform. Instead of just giving you data, our AI agents perform research for you, synthesizing information in real-time based on your custom logic to deliver unique insights you can’t buy off a shelf.
The primary beneficiaries are enterprise sales teams who can now prep for meetings in minutes, not hours. However, Revenue Operations teams also benefit by automating data enrichment, and GTM Strategy teams use our AI agents for account research to analyze markets and find new expansion opportunities.
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