Pricing

Supercharge your meeting prep with AI and Crunchbase

Swiftask queries Crunchbase to provide a comprehensive summary of your prospects before every meeting. Less research, more relevance.

Result:

Enter every meeting with deep knowledge of your prospect and turn conversations into opportunities.

The hidden cost of manual pre-call research

Preparing for a meeting takes time: navigating Crunchbase, analyzing funding rounds, identifying leadership changes, understanding the market. This manual process is time-consuming and often incomplete.

Main negative impacts:

Lost productivity: Spending 30 minutes per prospect on Crunchbase drastically reduces your capacity to handle more leads.
Fragmented insights: By searching manually, you often miss weak signals or strategic data points essential for closing the deal.
Inconsistent preparation: Without a standardized approach, the quality of preparation varies between sales reps, making client follow-up difficult.

The Swiftask AI agent connects to Crunchbase to collect, analyze, and synthesize prospect data. Get a ready-to-use preparation dossier instantly.

BEFORE / AFTER

What changes with Swiftask

The traditional process

Before every call, you open Crunchbase, search for the company name, switch between tabs, copy-paste info into your CRM or a doc. It's slow, repetitive, and tedious.

The Swiftask approach

As soon as a meeting is detected, Swiftask extracts the company name, queries Crunchbase, analyzes key data, and writes a strategic summary directly in your workspace.

Generate your preparation dossiers in 4 steps

STEP 1 : Configure your Swiftask agent

Define the search criteria you care about (funding, acquisitions, key hires) in the Swiftask interface.

STEP 2 : Connect your Crunchbase source

Securely integrate your Crunchbase API key to allow the agent to access real-time data.

STEP 3 : Set the trigger

Link the agent to your calendar or CRM so it automatically triggers before every meeting.

STEP 4 : Get your dossier

Review the prep dossier synthesized by the AI before heading into your meeting.

Intelligent research capabilities

The agent analyzes Crunchbase data to identify buying signals: recent funding rounds, expansion into new markets, leadership changes, and major news.

Target connector: The agent performs the right actions in crunchbase based on event context.
Automated actions: Automatic company search by name. Extraction of financial and funding data. Synthesis of recent news. Formatting of personalized preparation notes. CRM integration.
Native governance: Data is always sourced and verifiable directly through Crunchbase.

Each action is contextualized and executed automatically at the right time.

Each Swiftask agent uses a dedicated identity (e.g. agent-crunchbase@swiftask.ai ). You keep full visibility on every action and every sent message.

Key takeaway: The agent automates repetitive decisions and leaves high-value actions to your teams.

Why automate your research?

1. Increased sales agility

Save hours every week by eliminating manual research.

2. Better personalization

Use data-driven insights from Crunchbase to tailor your pitch.

3. Standardized processes

Ensure your entire sales team has the same level of information before every call.

4. Signal awareness

Spot opportunities through automated monitoring of your strategic accounts.

5. Fast no-code setup

Deploy your prep agent in minutes, without writing a single line of code.

Security and data privacy

Swiftask applies enterprise-grade security standards for your crunchbase automations.

Secure API access: Swiftask uses authenticated API connections to query Crunchbase, without unnecessary storage of sensitive data.
Access control: Precisely define which team members can access the dossiers generated by the AI.
Guaranteed compliance: Every search is tracked and compliant with your company's privacy policies.
Robust architecture: Swiftask guarantees 99.9% uptime for your real-time research needs.

To learn more about compliance, visit the Swiftask governance page for detailed security architecture information.

RESULTS

Measurable efficiency gains

Metric	Before	After
Preparation time	30 min / prospect	Under 1 min / prospect
Data quality	Variable / incomplete	Standardized / exhaustive
Sales productivity	High administrative time	Focus on closing
Deployment time	Complex development	15-minute configuration

Take action with crunchbase

Enter every meeting with deep knowledge of your prospect and turn conversations into opportunities.