Start with the customer record
Use the information the team already has to shape relevant research and avoid treating every prospect as a blank slate.
CRM context + prospect research
Crispy supplies the LinkedIn connection. Bles Software builds the workflow around it, connecting research, conversations and content to the tools your team already uses.
01 / The partner
Crispy brings LinkedIn search, messaging, campaigns, publishing, inbox and analytics to AI agents through MCP and an API. It works with tools including Claude, Cursor and n8n.
Research prospects and understand the context before starting a conversation.
Bring outreach and inbox activity into the same workflow, so useful context can follow the conversation.
Connect content and reporting to the next decision about who to reach and what to say.
02 / The integration
LinkedIn is one part of the job. The customer record may live in a CRM, account research in another tool, and the next action in a task list. The value comes from connecting those steps around a clear business goal.
The partnership pairs Crispy's LinkedIn tools with Bles Software's integration work. That creates room for workflows built around the team: less copying between tabs, a clearer handoff and more context when a person needs to take over.
Use the information the team already has to shape relevant research and avoid treating every prospect as a blank slate.
CRM context + prospect researchDefine what the workflow prepares, what it can carry out, and where a person reviews the next action.
Prepare + review + actCrispy provides permission scopes, daily action limits and account warm-up. Those controls belong in the workflow design from the beginning.
Permissions + limitsDecide which conversation details and outcomes should flow back into the business tools, with a clear place for follow-up.
Conversation + next action03 / A practical starting point
A prospect-research workflow is one example of how the pieces can fit together. Its exact actions and review points depend on the business.
Start with a specific account, relevant role and a reason for the conversation.
Combine LinkedIn research with the information already available to the team.
Draft a relevant approach, surface it for review and follow the permissions agreed for the workflow.
Return the useful outcome to the customer record or task list so the next person can pick it up.
04 / The partnership
The starting point is a real process worth improving. Together, we can shape how Crispy fits into it, from a focused research assistant to a connected workflow across sales tools.
See the product, supported tools and current documentation on Crispy's official site.
Book a free 15-minute call. We will help you identify the highest-leverage automation, API integration, AI agent, or internal system to build first so your team can move faster with less manual work.
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