Start with a target. End with next steps
Find fresh leads at named companies and ask your assistant for companies that match your ideal customer. Organise contacts, segments and deals in the CRM, in Beta.
What you can work on
From the CRM, name 1 to 10 target companies with at least one role and one location, then add seniority, industry, company size or keyword filters. A run finds up to 100 leads and fills a segment. Each lead found uses one lead from your Pebbles wallet.
Describe your ideal customer in chat, and the Marketing or Strategy assistant finds matching companies by keyword, head office country or region, industry and headcount. A search returns 25 companies by default and up to 50, and uses AI credits by the size of the task.
The CRM, in Beta, has record pages with details, activity and linked records, plus tasks, notes and ideal customer profiles. Track deals and tasks on boards, save views and filters, import contacts from Google, Microsoft or a spreadsheet, and merge duplicates.
Current product view
Follow each deal by stage, keep the team's tasks in view and see a company's people, deals and notes on one record.
Follow every open deal from Qualification to Negotiation, with value, close date and win probability on each card.
Open a deal to see its stage, value, close date, notes, tasks and the contacts involved.
See a company's details, insight summary, people, deals, tasks and notes on one record.
Keep the team's tasks on one board and move each one from Todo through In progress to Done.
A practical starting point
Pebbles Ai takes care of the busywork, delivers smart tactics in minutes, and handles the sales outreach. I now spend my time actually selling, hitting quota early most months, with bonuses naturally following. Our SDRs move prospects through the funnel nearly twice as fast. We’ve doubled our speed without sacrificing quality.
Clear answers
Describe your ideal customer in chat, and the Marketing or Strategy assistant finds matching companies. It searches by keyword, head office country or region, industry and number of employees. A search returns 25 companies by default and up to 50. Then find the right people at up to 10 of them.
A lead search needs between 1 and 10 target companies, at least one role and at least one location. You can also filter by seniority, industry, company size, head office location and keywords, or exclude keywords. A Find fresh leads run starts from the CRM contacts toolbar and finds up to 100 leads.
Yes. Review the companies, roles, locations and filters before you start. Use exclude keywords to leave out roles you do not want, such as interns. In Manual mode, the run waits for your approval, so you get one last check.
No. A run can finish with no leads, and contact details depend on what is public. Results land as CRM contacts in a segment. Work emails are found where possible, each with a confidence score and a catch-all flag, which warns that the company accepts mail to any address.
Check fit, accuracy and email quality first. Does the company match your ideal customer profile? Are the person's role and seniority right? Look at each email's confidence score and its catch-all flag. Check that the public details are still current. In Manual mode, a lead run waits for your approval, so review the companies, roles and filters before it starts.
A lead search uses leads. Each lead found uses 1 lead from your Pebbles wallet, and a run cannot find more leads than you have left. Searching for companies in chat is different: it is not charged per company and uses AI credits based on the size of the task.
Each lead comes with personalisation angles. They come from the person's public LinkedIn posts, or from their role and company when there are no posts. Use them to open your message with something that matters to that person.
Yes. Import your old contacts into the CRM from a CSV file, Google or Microsoft. Then ask an assistant for a single email, or build a campaign of up to seven touches with a personality for each piece. Emails are saved as drafts in your connected Gmail or Outlook mailbox for you to check. A template send to a CRM segment always asks for your approval.
Keep it on the contact's record in the CRM, in Beta. Record pages show details, activity and linked records, and you can add notes and tasks. Leads found in Pebbles Ai come with personalisation angles, and contacts get marketing and sales angles. Track deals and tasks on boards. When you prepare a message, keep the record open and draft it in chat or in Smartbox.
The Pebbles Ai CRM, in Beta, keeps contacts, deals, tasks and notes in one place. Record pages show details, activity and linked records. Track deals and tasks on boards, save views and filters, and keep ideal customer profiles. Import contacts from Google, Microsoft or a spreadsheet.
Not fully. The CRM is in Beta. It has record pages, custom fields, segments, deals, boards and saved views. It does not include forecasting or attribution, and there is no two-way sync with another CRM. Check the features your team relies on before you switch.
Check imports, approvals, records and limits. Pebbles Ai imports contacts from Google, Microsoft or a CSV. CRM writes follow your execution mode, and a template send to a segment always asks. Admins add custom fields, and you save views, merge duplicates and restore records from the Bin. The CRM is in Beta, with no forecasting, attribution or two-way sync. Pipedrive and Attio are reached only through MCP.
For more context, read How to build a B2B ideal customer profile (ICP). To see how other tools approach this work, compare lead generation tools or compare CRM and prospecting tools.
Your next chapter
Describe who you sell to, find leads at the companies that fit and keep the results in the CRM.
