# PerksMate

> AI-powered lead generation and CRM platform. Describe your ideal customer in plain language, get AI-generated customer profiles, tailored outreach strategies with copy-ready templates, and verified lead contacts. Manage leads and automate multi-channel outreach with intelligent agents.

## Main Pages

- [Home](https://perksmates.com/) — Landing page with product overview, features, and call to action.
- [How It Works](https://perksmates.com/howitworks) — Detailed explanation of the 4-step AI lead generation pipeline, CRM features, agent types, template system, and FAQ.
- [Sign In](https://perksmates.com/login) — Email magic link authentication.
- [Free Chat](https://perksmates.com/chat) — Try one free AI chat to explore lead generation.
- [Dashboard](https://perksmates.com/dashboard) — Authenticated 4-step lead generation wizard.
- [CRM](https://perksmates.com/crm) — Full CRM with leads table, outreach agents, and run management.

## What PerksMate Does

PerksMate is a two-part platform for B2B lead generation and outreach automation:

**Part 1 — AI Lead Generation (4 Steps):**
1. DESCRIBE: User selects business type (Agency, Company, Solo Consultant) and describes their ideal customer in natural language.
2. DISCOVER: AI generates 3 Ideal Customer Profiles (ICPs) with roles, industries, company sizes, budgets, pain points, buying signals, and fit scores.
3. ENGAGE: AI creates 6 outreach strategies across LinkedIn, email, Twitter/X, cold-call, events, and content — each with a copy-ready template using {{variable}} personalisation.
4. CONNECT: Returns verified lead contacts with email, phone, social URLs, match scores, and company details.

**Part 2 — CRM & Intelligent Agents:**
- Manage leads from CSV import, manual entry, or AI discovery.
- Create outreach agents: Cold Email, Phone Call, Social Poster, Email Nurture, Multi-Channel Engagement.
- Agents use templates with unified {{name}}, {{company}}, {{title}}, {{email}}, {{industry}}, {{location}}, {{company_size}} variables.
- Queue agent runs against selected leads with notes and status tracking.
- Contact detail modal for editing all lead fields and custom JSONB fields.

## Target Audience

- **Agencies**: Digital marketing, creative, development, and PR agencies looking for clients.
- **Companies**: SaaS, e-commerce, B2B services, and manufacturing companies finding decision-makers.
- **Solo Consultants**: Freelancers, coaches, and independent consultants seeking project-based clients.

## Technology

Built with Next.js 15, React 19, TypeScript, Tailwind CSS v4, Supabase (PostgreSQL + Auth + RLS), Google Gemini AI, shadcn/ui, and Lucide icons.

## Blog

- [Blog](https://perksmates.com/blog) — Expert guides on AI lead generation, cold email, CRM automation, and B2B outreach.
- [AI Lead Generation Guide 2025](https://perksmates.com/blog/ai-lead-generation-guide-2025)
- [Cold Email Templates That Convert](https://perksmates.com/blog/cold-email-templates-that-convert)
- [Why Small Agencies Need a CRM with AI Agents](https://perksmates.com/blog/crm-for-small-agencies)
- [How to Build an Ideal Customer Profile](https://perksmates.com/blog/ideal-customer-profile-template)
- [LinkedIn Outreach Strategy 2025](https://perksmates.com/blog/linkedin-outreach-strategy)
- [B2B Lead Scoring Explained](https://perksmates.com/blog/b2b-lead-scoring-explained)
- [Multi-Channel Outreach Playbook](https://perksmates.com/blog/multi-channel-outreach-playbook)
- [CSV Import and Lead Management](https://perksmates.com/blog/csv-import-lead-management)
- [SaaS Lead Generation Strategies](https://perksmates.com/blog/saas-lead-generation-strategies)
- [Outreach Automation Without Spam](https://perksmates.com/blog/outreach-automation-without-spam)
- [Email Deliverability Guide](https://perksmates.com/blog/email-deliverability-guide)
- [AI vs Manual Prospecting](https://perksmates.com/blog/ai-vs-manual-prospecting)
- [Lead Generation for Solo Consultants](https://perksmates.com/blog/consultant-lead-generation)
- [CRM Custom Fields Guide](https://perksmates.com/blog/crm-custom-fields-guide)
- [B2B Sales Pipeline Stages](https://perksmates.com/blog/b2b-sales-pipeline-stages)
- [Agency Client Acquisition Playbook](https://perksmates.com/blog/agency-client-acquisition-playbook)
- [E-Commerce Lead Generation](https://perksmates.com/blog/ecommerce-lead-generation)
- [Writing Outreach Copy That Converts](https://perksmates.com/blog/writing-outreach-copy-that-converts)
- [Measuring Outreach ROI](https://perksmates.com/blog/measuring-outreach-roi)
- [Building Sales Sequences](https://perksmates.com/blog/building-sales-sequences)
- [Data-Driven Sales Prospecting](https://perksmates.com/blog/data-driven-sales-prospecting)
- [Personalisation at Scale](https://perksmates.com/blog/personalisation-at-scale)
- [CRM Best Practices for Startups](https://perksmates.com/blog/crm-best-practices-startups)
- [Field Sales Prospecting Playbook](https://perksmates.com/blog/field-sales-prospecting-playbook)
- [RevOps Metrics Dashboard](https://perksmates.com/blog/revops-metrics-dashboard)
- [Build an AI Sales Coach](https://perksmates.com/blog/ai-sales-coach)
- [Channel Partner Lead Generation](https://perksmates.com/blog/channel-partner-lead-generation)
- [Startup Sales Hiring Plan](https://perksmates.com/blog/startup-sales-hiring-plan)
- [Account-Based Marketing Guide](https://perksmates.com/blog/account-based-marketing-guide)
- [Lead Search Operators Guide](https://perksmates.com/blog/lead-search-operators-guide)
- [AI Agent Orchestration](https://perksmates.com/blog/ai-agent-orchestration)
- [AI Lead Qualification Scorecard](https://perksmates.com/blog/ai-lead-qualification-scorecard)
- [Voice Agents for Follow-Ups](https://perksmates.com/blog/voice-agents-follow-ups)
- [AI Search Trends for B2B](https://perksmates.com/blog/ai-search-trends-b2b)
- [Sync PerksMate with Google Sheets](https://perksmates.com/blog/perksmate-google-sheets-sync)
- [AI Lead Routing Playbook](https://perksmates.com/blog/ai-lead-routing-playbook)
- [B2B Search Prompts](https://perksmates.com/blog/b2b-search-prompts)
- [AI Agent Compliance Checklist](https://perksmates.com/blog/agent-compliance-checklist)
- [AI Intent Scoring](https://perksmates.com/blog/ai-intent-scoring)
- [Local SEO for Lead Gen Agencies](https://perksmates.com/blog/local-seo-lead-gen-agencies)
- [Sales Prompt Library](https://perksmates.com/blog/sales-prompt-library)
- [LinkedIn Search Agent Playbook](https://perksmates.com/blog/linkedin-search-agent-playbook)
- [Outbound Playbook for Hardware Startups](https://perksmates.com/blog/hardware-startup-outbound)
- [AI CRM Data Hygiene Checklist](https://perksmates.com/blog/ai-crm-data-hygiene)
- [AI Call Review Templates](https://perksmates.com/blog/ai-call-review-templates)
- [International Prospecting Compliance Guide](https://perksmates.com/blog/international-prospecting-compliance)
- [AI Event Follow-Up Cadence](https://perksmates.com/blog/ai-event-follow-up-cadence)
- [TikTok Lead Generation for B2B](https://perksmates.com/blog/tiktok-lead-generation-b2b)
- [Quarterly RevOps Audit Checklist](https://perksmates.com/blog/revops-audit-checklist)
- [Buying Signal Catalog 2025](https://perksmates.com/blog/buying-signal-catalog-2025)
- [AI Chatbot to Human Handoff](https://perksmates.com/blog/ai-chatbot-handoff-playbook)
- [Remote Sales Interview Kit](https://perksmates.com/blog/remote-sales-interview-kit)
- [Customer Marketing Renewal Playbook](https://perksmates.com/blog/customer-marketing-renewal-playbook)
- [AI Demo Prep Checklist](https://perksmates.com/blog/ai-demo-prep-checklist)
- [Community-Led Growth Labs](https://perksmates.com/blog/community-led-growth-labs)
- [Micro-Webinars Lead Engine](https://perksmates.com/blog/micro-webinars-leadengine)
- [Partnerships Revenue Funnel 2.0](https://perksmates.com/blog/partnerships-revenue-funnel)
- [Modern Gifting Campaign Framework](https://perksmates.com/blog/gifting-campaign-framework)
- [Sales Ops Sprint Planning](https://perksmates.com/blog/sales-ops-sprint-planning)
- [Startup Pricing Signals](https://perksmates.com/blog/startup-pricing-signals)
- [AI Account Plan Template](https://perksmates.com/blog/ai-account-plan-template)
- [AI-Powered PR Outreach](https://perksmates.com/blog/ai-public-relations-outreach)
- [Inbound Lead Triage Matrix](https://perksmates.com/blog/inbound-lead-triage-matrix)
- [SEO Content Refresh Cadence](https://perksmates.com/blog/seo-content-refresh-cadence)
- [Sales Psychology Principles](https://perksmates.com/blog/sales-psychology-principles)
- [AI Churn Prediction Playbook](https://perksmates.com/blog/ai-churn-prediction-playbook)
- [Freelancer Lead Nurture Hub](https://perksmates.com/blog/freelancer-lead-nurture-hub)
- [AI Board Report Generator](https://perksmates.com/blog/ai-board-report-generator)
- [RevOps Change Management Guide](https://perksmates.com/blog/revops-change-management-guide)
- [AI Market Research Notebook](https://perksmates.com/blog/ai-market-research-notebook)
- [Agency Pricing Benchmarks 2025](https://perksmates.com/blog/agency-pricing-benchmarks-2025)

## FAQ

- [Frequently Asked Questions](https://perksmates.com/howitworks#faq) — 10 questions covering how it works, agents, templates, security, pricing, and data sources.