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Additional demand often surfaces only after a competitor has made an offer.
The customer opens a new site, appoints a new authorised signatory, advertises twenty jobs. It's in the commercial register, on job boards, in a press release, sometimes in a side remark during a customer conversation. It rarely reaches sales in time.
Before Homeport AI
What the customer has meets what they need right now.
More than 50 data signals in three groups give you a complete picture of every customer.
Purchase history
What did the customer buy, when and how much? From CRM, ERP or Excel upload. It shows what fits next.
From your company
CRM and meeting notes show stated plans, open topics and earlier objections.
From the market
Job postings, press releases, new sites, changes in ownership, authorised signatories and management.
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The upselling suggestion
Homeport checks which of your products fits the change at the customer and explains why. Upselling and cross-selling. From Professional.
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Hyper-personalised outreach
Every message is based on what exactly this customer bought and on the signal that just appeared. With bulk outreach you contact all customers with a reason in one go: email from your own mailbox, plus a LinkedIn suggestion. From Professional.
What an upselling opportunity looks like.
Hofmann Elektrotechnik GmbH · Why-Now Score 81 · customer since 2022
Purchased: maintenance contract for the Chemnitz site (source: ERP)
Signal: opening of a second site in Leipzig · company announcement · 15.09.2026
Also: twelve open positions at the new site
Suggestion: extend the maintenance contract to Leipzig
Draft: “Dear Ms Hofmann, congratulations on your new site in Leipzig. To keep the equipment there running as reliably from day one as in Chemnitz …”
Sample data
Connect or upload. Let it watch. Make an offer.
CRM, ERP or Excel – ready to go in five minutes.
1 · Connect or upload
Connect CRM or ERP read-only, or upload an Excel list of customers and purchases.
2 · Let it watch
Homeport checks every customer monthly, more closely when a signal appears. Internal and external data come together.
3 · Make an offer
You get product, reason, rationale and a hyper-personalised draft.
Processed in line with the GDPR.
Homeport only evaluates companies; there is no evaluation at employee level. Homeport automatically deletes personal data from external sources after a short time. For existing customers, competition law permits email marketing for similar products of your own under certain conditions. The message is based on public occasions such as a new site; information from the commercial register serves as an internal hint.
Connect or upload – in five minutes.
Connect HubSpot, Pipedrive, Salesforce or your ERP read-only. Without an interface, an Excel file of customers and purchases is enough. From Professional, suggestions flow back into your CRM.
Upselling suggestions from Professional.
Existing customers use the long-term allowance: Homeport checks them monthly and monitors them more closely as soon as a signal appears. Professional monitors up to 500, Business up to 1,000 – shared with old leads. Excel upload is available from Professional.
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Frequently asked questions
Are employees analysed too?
Your employees are not evaluated.
How does Homeport know the purchase history?
From your CRM, your ERP or an upload, for example as an Excel file.
What does hyper-personalised mean?
Every message is based on the purchase history of exactly this customer and on a current signal. That's why no two customers ever receive the same text.
Can I email existing customers?
For similar own products, usually yes, provided the legal conditions are met.
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Which of your customers is growing right now?
Bring an Excel list of your top 50 customers. In thirty minutes you'll see which ones have a reason to be contacted and what you can offer.
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