PerksMate combines AI-powered lead discovery with a full CRM and intelligent agents to help you find, engage, and connect with your ideal customers.
Describe who you want to reach, and our AI handles the rest — profiling, strategy, and contact discovery.
Tell us who you're looking for in plain language. Select your business type — Agency, Company, or Solo Consultant — and describe the kind of clients you want to reach. No jargon needed, just explain it like you would to a colleague.
Example
"I need marketing directors at mid-size SaaS companies who are struggling with lead generation and have a budget of $10K–$50K/month for agency services."
Our AI analyses your description and generates 3 detailed Ideal Customer Profiles (ICPs). Each profile includes the exact roles, industries, company sizes, budgets, pain points, and buying signals to look for.
Example
Profile: "Growth-Stage SaaS Marketing Leaders" — VP/Director of Marketing at 50–200 person SaaS companies, $20K–$50K budget, pain points: scaling demand gen, attribution, content velocity.
For each customer profile, AI generates 6 ready-to-use engagement strategies across multiple channels — LinkedIn, email, Twitter/X, phone, events, and content. Every strategy includes a copy-ready template you can use immediately.
Example
Strategy: "Value-First Cold Email" — Subject: Quick idea for {{company}}'s growth. Body template with personalised opener referencing their industry.
Get real, verified contacts that match your ideal customer profiles. Each lead includes full contact info, social presence, company details, and a match score showing how closely they fit your ICP.
Example
Lead: Sarah Chen, VP Marketing at Acme SaaS (82% match) — sarah@acme.com, +1 555-123-4567, LinkedIn, located in San Francisco.
Once you have leads, use our CRM to organize them and create intelligent agents that automate your outreach across every channel.
All your leads in one place — manually created, CSV imports, and AI-discovered contacts. Edit any field, add custom fields, and keep notes on every contact.
Create outreach agents for cold email, phone calls, social media, and multi-channel engagement. Each agent has its own config, templates, and run history.
Use AI-generated templates or write your own. Variables like {{name}} and {{company}} are replaced with real lead data when agents run. Pick from your saved strategies with one click.
The Engagement agent combines email + social + phone into a single campaign with configurable cadence. Touchpoints are spaced days apart to avoid fatigue.
Every agent run is tracked with status (queued → running → completed), per-lead results, notes, and timestamps. See your outreach history at a glance.
Upload any CSV and our field mapper auto-matches columns. Unrecognised headers get a visual mapping step — no data left behind.
Each agent specialises in a different outreach channel
Cold Email
Automated cold outreach with follow-up sequences
Phone Call
AI-assisted phone outreach with scripts and scheduling
Social Poster
Targeted posts across LinkedIn, Twitter/X, Instagram
Email Agent
Personalised nurture campaigns for warm leads
Engagement
Multi-channel sequence: email + social + call combined
Our unified variable system means your AI-generated strategies, CRM templates, and agent workers all speak the same language.
Example template
Your data is protected with row-level security, encrypted authentication, and compliance-ready outreach tools.
Row-Level Security
Every query scoped to your user ID
Session Persistence
Resume any lead search from where you left off
Compliance Ready
GDPR, CCPA, and CAN-SPAM guidelines built in
Everything you need to know about PerksMate
PerksMate is an AI-powered lead generation and CRM platform. You describe your ideal customer in plain language, and our AI finds matching leads, generates outreach strategies with copy-ready templates, and provides verified contact information. The built-in CRM lets you manage leads and automate outreach with intelligent agents.
You select your business type (Agency, Company, or Solo Consultant), then describe who you're looking for. Our AI (powered by Google Gemini) analyses your description and generates 3 Ideal Customer Profiles with detailed personas, 6 outreach strategies across LinkedIn, email, Twitter, phone, events and content, and verified lead contacts with full social presence.
Agents are configurable outreach automations. You create an agent (Cold Email, Phone Call, Social Poster, Email Nurture, or Multi-Channel Engagement), set up templates with variables like {{name}} and {{company}}, select leads, and queue a run. The agent processes each lead using your template and the appropriate channel API.
Five agent types cover all major outreach channels: Cold Email (automated email sequences with follow-ups), Phone Call (AI-assisted calls with scripts), Social Poster (LinkedIn, Twitter/X, Instagram posts), Email Agent (personalised nurture campaigns), and Engagement Agent (multi-channel sequences combining all channels).
All templates use a unified {{variable}} format. Available variables include {{name}}, {{company}}, {{title}}, {{email}}, {{industry}}, {{location}}, and {{company_size}}. The AI generates templates using this format, and when agents run, variables are replaced with real lead data. You can also insert variables manually using the toolbar in the agent editor.
Yes! You can import leads via CSV upload. If your CSV columns don't match our fields, a visual field mapper appears that auto-matches common column names and lets you manually map the rest. You can also add leads manually or discover them through the AI pipeline.
Absolutely. We use Supabase with Row Level Security — every database query is scoped to your authenticated user. Authentication uses magic link email (no passwords stored). All data is encrypted in transit and at rest.
No. PerksMate has a free tier that includes the full AI lead generation pipeline and CRM. Advanced features like high-volume agent execution and premium channel integrations are available on paid plans.
Lead contact information is sourced from publicly available business data, professional networks, and verified directories. Every lead includes a data source attribution and 'last verified' date. We follow GDPR, CCPA, and CAN-SPAM guidelines.
Yes — this is a key feature. Strategies generated in the dashboard (Step 3) are saved to your account. When configuring a CRM agent, you can click 'Use template' on any text field to browse and select from your saved strategies, filtered by the agent's channel type.
Start describing your ideal customer and let AI do the heavy lifting.
Get Started Free