Evidence-backed prospect discovery
Interview-based ICP Builder and Prospect Finder search the open web for matching companies and people, attach evidence to candidates, and require review before import.
kōdlo
kōdlo is an AI sales workspace and CRM for high-ticket B2B teams and solo sellers, combining prospect discovery, web research, outreach, and pipeline management.
AI sales workspace for high-ticket B2B
kōdlo is an AI sales workspace and CRM for high-ticket B2B sales. It combines ICP development, prospect discovery, public-web research, cited briefs, outreach drafting, contact and pipeline management, and sales-material generation in one workspace.
The product is designed to keep evidence and context attached to the sales record. Prospects retain the signals and source links behind their fit, research reports cite the pages used, and the agent can work from documents stored in the Knowledge Hub. Teams can also use tickets, scheduled jobs, and shared workspace features to continue work after the initial prospecting step.
Core capabilities
Cited deep research
Deep Search researches companies, markets, people, and topics across public web sources, producing reports with citations and an explicit limitations section when coverage is constrained.
Shared agent workspace
The split-screen workspace keeps the agent beside Contacts, Tickets, Campaigns, Knowledge, Generate, and Deck records. Agent writes land in the same database rather than a separate sandbox.
Knowledge Hub with OCR
Knowledge Hub ingests PDF, DOCX, XLSX, CSV, TXT, MD, and PPTX files, including scanned PDFs through OCR. Conversations can be limited to selected projects, whose retrieved passages provide the document citations.
Outreach and offer materials
The agent can draft personalized LinkedIn or email outreach, generate campaign content, and create pitch decks or proposals from company material and templates. Deck exports include PowerPoint and PDF.
Scheduled workflows
Confirmed scheduled or long-running jobs can research account lists, open tickets, and deliver results to the workspace, Telegram, Google Chat, or a combination.
Practical use cases
Building a targeted outbound list
A seller can describe the offer and target market in an ICP interview, review evidence-backed company and people candidates, and import approved prospects into a campaign without moving the workflow to another system.
Preparing for account conversations
Before a high-value conversation, the agent can research an account, its market, a relevant person, or a topic and produce a cited report that makes the supporting sources and remaining gaps visible.
Grounding sales work in company documents
Sales teams can upload product documents, pricing material, case studies, or contracts into selected Knowledge Hub projects so the agent can ground replies, outreach, and generated materials in internal information.
Managing inbound requests and follow-up
A team can keep inquiries, contacts, tickets, attachments, and past threads together, then use the agent to draft replies and follow-ups based on workspace context.
Monitoring accounts between sales actions
Teams can confirm recurring or long-running jobs, such as checking accounts for news and opening tickets when something changes, with results delivered into the workspace or connected chat destinations.
Pros and Cons
Pros
- Connects ICP building, prospect sourcing, research, outreach, and CRM activity in one workspace.
- Keeps source links and evidence attached to prospect records and research outputs.
- Supports OCR-based document ingestion for internal sales material, including scanned PDFs.
- Provides persistent sessions, scheduled jobs, and delivery through Telegram or Google Chat on supported plans.
- Offers configurable Custom plans with tailored agents, integrations, security options, and onboarding.
Cons
- Deep research uses public web sources and excludes paywalled or logged-in pages.
- Discovery is staged for review and is limited to up to 25 candidates per run, with one run per user at a time.
- Some team and workflow capabilities are plan-dependent, and the Custom edition requires a sales conversation.
FAQ
Can kōdlo build a campaign from scratch?
kōdlo starts with an ICP interview, then searches the open web for matching companies and people. You review the staged candidates before importing approved contacts into a campaign, after which research, outreach, and pipeline work in the same workspace.
How does the ICP Builder create an ideal customer profile?
The agent interviews you about your offer, existing customers, target firms, buying roles, in-market signals, and disqualifiers, then works with you to document the ICP.
What information is included with discovered prospects?
Prospect results include the person and company, links to their profiles, the reason they fit, supporting signals, and source links. Discovery can return up to 25 candidates per run, and existing campaign contacts are excluded before searching.
What are the research limits?
Deep Search uses public web sources only. It does not use paywalled or logged-in pages. If a run reaches its web-fetch budget, it returns a shorter report with a Limitations section rather than no result.
How does access and team sizing work?
Starter accounts include a 7-day free trial and there is no free-forever plan. Starter is for one user, Pro supports up to three seats, and Custom plans can be scoped for different seat counts and workflow requirements.
Quick Facts
- Category
- AI sales workspace / CRM
- Primary users
- High-ticket B2B sales teams and solo sales operators
- Research basis
- Public web sources with citations
- Knowledge files
- PDF, DOCX, XLSX, CSV, TXT, MD, and PPTX; OCR supports scanned PDFs
- Workspace outputs
- Prospect records, cited research briefs, outreach drafts, tickets, campaign content, and decks
- Source domain
- kodlo.ai
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