Client Growth Hub Features
Audience: Prospects and operators evaluating what Client Growth Hub includes today.
Goal: Catalog the built product surface — research through revenue — without deployment or engineering internals.
Related: Overview, Operator User Guide
What is built today
Client Growth Hub is a multi-tenant workspace that covers the full client growth loop in one product:
| Area | Capabilities |
|---|---|
| Research | ICP-first Campaign Specification (paste a descriptive ICP; clarification only when needed), derived research briefs, research jobs, modes (standard, search, deep, demo_deep), identity-before-spend, faster qualification first with Deep Research escalation (standard), discovery diversity (synonyms / activity / coverage gaps), hard per-run budget on actual provider spend, run stop reasons, multi-run campaign memory (Run again searches new ground), reuse of matching already-discovered prospects, rerun, clone as draft, end campaign; Guided Setup (Quick / Full / Demo fill) as legacy; Businesses / Contacts workflow toggle |
| Prospects | Candidate review with evidence, buying signals, confidence, urgency, priority; Recommended vs All qualified; Accept & find contacts then Approve & import; Close the loop; reject with a required reason (optionally teaching the next run); bulk actions; prospects assigned by a super admin; CRM import; outreach drafts and variants |
| Repository | Platform super admin view of organizations CGH already knows and how discovery found them; leftover inventory is reused by later campaigns; assign a prospect to an organization |
| Enrichment | Contact Resolution waterfall after Accept (People Search first, optional ZoomInfo); on-demand company and contact enrichment; contact discovery when no named person; manual save enrichment |
| CRM | Contacts, organizations, opportunities, cases, tasks, timelines; soft delete / restore; duplicate and merge workflows |
| Pipeline | Opportunities by stage, value, probability, and close date |
| Inbox | Multi-channel conversation threads, internal notes, close / reopen / snooze, reply suggestions and auto-reply guardrails |
| Social inbox | B2C draft replies for posts worth answering → edit → Approve & publish or Reject. Nothing publishes without human approval |
| Templates & sequences | Approved reusable content; multi-step outreach with delays, daily caps, timezone, stop-on-reply |
| Bookings | Booking links and calendar provider integration |
| Documents | Onboarding / KYC-style upload → AI extract → review → CRM profile |
| Automations | Workflow templates for recovery and follow-up (missed call, stalled opportunity, no-response, reminders) |
| Getting started | Docked trial wizard (Businesses or Contacts pack): fixture research → enrich → Approve & import without burning research quota |
| Agent Runs | Visibility into AI/provider calls: status, citations, cost, failures, campaign/prospect context |
| Dashboard & reports | Funnel metrics; CSV/PDF exports (contacts, prospects, campaigns, audit, executive reports) |
| Admin | Users and roles (edit name, role, language, status, password), super admin Campaigns (move, clone, share, unshare, delete, assign prospects), feature flags, provider settings (masked secrets), localization (EN/FR), usage, audit, retention, signal catalog, social listening cadence, demo entitlements |
| Canonical relationship APIs | Tenant-scoped reads of shared identity and relationship memory. kind=organization is B2B Account Intelligence; kind=person is B2C Intent Intelligence. Qualification, freshness, and discovery stay separate. |
Research and qualification
- Policy-driven discovery — a descriptive ICP compiles into an approved Campaign Specification (organization type, industry, geography, size, include/exclude, budget). The compiler cannot invent rules the ICP did not state; it asks a clarification question instead.
- Structured briefs — B2B launches derive a versioned, read-only interpretation (summaries, include/exclude lists, hard exclusions, research questions, search queries) from the approved specification.
- Identity before deep spend — directories, listicles, and weak identity matches are rejected before expensive per-company qualification.
- Faster pass first, escalate when needed —
standardmode uses a faster qualification pass first and escalates to Deep Research only when industry, geography, operating-business status, or confidence is still ambiguous.searchstays fast;deepforces deeper qualification. - Discovery diversity — later rounds explore industry synonyms, activity signals (hiring, careers, growth), and uncovered sectors/geographies without increasing the search budget.
- Full qualified pool — research persists every company that clears qualification; the prospect limit marks the recommended top N among that campaign’s evaluated/qualified population, not unevaluated repository inventory.
- Contact-light until Accept — company research does not spend on named contacts until an operator Accepts a business.
- Spend you can see — each run has a hard budget on actual provider spend and always reports its cost and stop reason.
- Campaigns that learn — rejects require a reason; ICP reasons can version the specification for the next run. Run again remembers what was searched and looks for new companies instead of repeating itself.
- Continuous account intelligence — scheduled runs refresh stale organization facts and link named decision-makers to their organization.
- Qualification facts — qualified candidates carry structured evidence operators can inspect before approval.
- Signal catalog — deployment-wide buying-signal definitions, weights, and urgency drive detection and ranking (Settings → Signal catalog).
- Priority blend — admins set how much fit vs buying intent vs urgency decides ranking (must sum to 100%).
See Research Campaigns.
Businesses and Contacts
- Businesses (B2B) — company-first discovery with structured briefs and Deep Research qualification.
- Contacts (B2C) — social network research for public intent, person prospects, and approved reply publish.
- Both coexist per workspace; the Research / Prospects toggle shows one workflow at a time.
- Campaigns store their mode at create time so jobs keep the workflow they were launched under.
Human-in-the-loop controls
Client Growth Hub is designed so AI proposes and humans decide:
- Review and regenerate research briefs before launch
- Approve or reject every prospect before CRM import
- Approve message templates before active use
- Approval gates on B2C social publishing (Social inbox)
- Audit trail for login, CRM changes, research, prospect import, messaging, exports, tutorial, and admin settings
Integrations (product level)
| Integration | Role in the product |
|---|---|
| Research / LLM providers | Discovery and qualification (adapter-based; Perplexity first) |
| Aventora Engagement Hub | SMS, call, WhatsApp, and related conversational outreach |
| Email (SMTP) | Outbound email and delivery/reply events |
| Calendar | Booking links and scheduling |
| CRM | Built-in CRM first; sync patterns with the broader Aventora stack |
| Perplexity enrichment | On-demand company / contact enrichment; People Search is the first step of Contact Resolution after Accept |
| ZoomInfo (optional add-on) | Next step in Contact Resolution when still insufficient; field accept/reject on the prospect |
| Social networks | Research public intent and support approved interactions for Contacts workflows |
| Notifications | Workspace notifications (for example Teams adapter when configured) |
| Object storage | Files and document attachments (local or S3-compatible) |
Provider details stay behind adapters so workflows do not depend on a single vendor’s payload shape. Configuration: Admin, Settings, and Integrations.
Platform characteristics
- Multi-tenant — business data scoped by organization
- Web + API + worker — interactive UI, FastAPI services, background jobs for research, sequences, webhooks, and analytics
- Auditable — critical actions recorded without logging raw secrets
- Localizable — English and French operator UI supported
- Replaceable providers — research, messaging, calendar, storage, and notifications behind adapters
Changelog
| Date | Change |
|---|---|
| 2026-09-29 | Catalog brought up to date: ICP-first Campaign Specification (Guided Setup is legacy), faster-pass-first qualification wording, hard per-run budget and stop reasons, reject learning, multi-run memory, prospect reuse, super admin Campaigns and assignment, Repository as a super admin surface, drafts only for posts worth answering, scheduled organization freshness. |
| 2026-09-07 | Canonical relationship APIs: tenant-scoped GET /api/v1/canonical-entities reads shared identity, relationship observations, engagements, conversations, suppressions, and opt-outs. Organization kind is Account Intelligence; person kind is Intent Intelligence. Scoring is not unified. |
| 2026-08-31 | Prospect Repository is a Platform Super Admin surface. Tenant users see only commercially released prospects, not repository inventory. |
| 2026-08-30 | Prospect Repository is a first-class surface: discovery surplus persists, campaigns qualify from reusable inventory, and recommended is campaign-evaluated top-N rather than a global repository ranking. |
| 2026-08-13 | Pre-approval conversation qualification: suggested disposition no longer treats future timing, incumbent language, or routing-only replies as Fit mismatch. Feature remains not generally available. |
| 2026-08-13 | Pre-approval conversational qualification remains in controlled managed-campaign validation and is not generally available. Public feature copy no longer lists Engage eligible as shipping. |
| 2026-08-12 | Optional pre-approval engagement: research-qualified prospects can receive a purpose-bound first-touch before CRM import when a campaign explicitly enables it (default off). Conversation evidence is append-only; Qualified Lead remains a human disposition. |
| 2026-08-12 | Documented Sonar-first qualification, discovery diversity, recommended vs all-qualified pool, Accept → Contact Resolution / People Search waterfall. |
| 2026-07-28 | Added Businesses/Contacts workflows, Getting started tutorial, Social inbox, Perplexity/ZoomInfo enrichment, social research/interactions. |
| 2026-07-21 | Initial features catalog consolidated from Client Growth Hub product docs. |