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Lead use case · Existing customers

More revenue from the customers you already have.

Connect your CRM or ERP, or simply upload an Excel list: Homeport spots upselling and cross-selling potential and suggests a hyper-personalised approach for every customer.

📂 CRM, ERP or Excel

📡 More than 50 data signals

🇪🇺 Hosted in the EU

Try free for 14 daysBook a demo

Trusted by 200+ companies

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iits logo partner
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Logo von DACOM West
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Logo von Rechnungswächter
iits logo partner
Logo von amilyONE
Logo von DACOM West

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

Existing customers are visited once a year
Additional demand is discovered by chance
Purchase history and conversations sit in separate systems
Offers to existing customers all sound the same

With Homeport AI

Every customer is monitored continuously
Purchase history and signals come together
Homeport suggests suitable products with reasons
Every approach is tailored to the individual customer
Data basis

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.

Gesamter Kontext in einer Ansicht

The Why-Now Score

Every lead gets a score from 0 to 100. It rises when something moves: a management change, a funding round, a tender, a deadline from the last conversation. For every point you see signal, source and date. Included in all plans.

Klarheit nach jedem Gespräch

A lead never goes
cold again

Fresh leads are checked twice a week, active leads weekly, long-term leads monthly. As soon as a signal appears, the lead jumps back to fresh and is watched closely again. Included in all plans.

Erfassen und verarbeiten Sie Ihre Anrufe und Meetings automatisch.
KI-gestützte Gesprächserfassung

Internal and external
data combined

Conversations, CRM history and open deadlines meet personnel changes, funding, tenders, job postings and company news. Only the combination gives you the full picture. Included in all plans.

Gesamter Kontext in einer Ansicht
Erkennen Sie die Muster hinter Ihrer Performance

Meeting notes flow in

With participants' consent, notes from Teams, Zoom and phone calls land automatically in the record and in monitoring, so the score also reflects what was actually discussed. From Professional.

Gesamter Kontext in einer Ansicht

Purchase history

What did the customer buy, when and how much? From CRM, ERP or Excel upload. It shows what fits next.

KI-gestützte Gesprächserfassung

From your company

CRM and meeting notes show stated plans, open topics and earlier objections.

Klarheit nach jedem Gespräch

From the market

Job postings, press releases, new sites, changes in ownership, authorised signatories and management.

The upselling suggestion

Homeport checks which of your products fits the change at the customer and explains why. Upselling and cross-selling. From Professional.

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

No complex setup

Connect or upload. Let it watch. Make an offer.

CRM, ERP or Excel – ready to go in five minutes.

Führen Sie das Gespräch

1 · Connect or upload

Connect CRM or ERP read-only, or upload an Excel list of customers and purchases.

KI analysiert und bereitet vor

2 · Let it watch

Homeport checks every customer monthly, more closely when a signal appears. Internal and external data come together.

Prüfen und versenden

3 · Make an offer

You get product, reason, rationale and a hyper-personalised draft.

Processed in line with the GDPR.

DSGVO-Konformität von Anfang an

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.

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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.

Book a demo
Plans

Upselling suggestions from Professional.

€590
per month · 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.

Up to 500 existing customers monitored
CRM and ERP connection, Excel upload from Professional
Upselling suggestions and hyper-personalised drafts
Try all Professional features free for 14 days

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.

Homeport übernimmt Notizen, CRM-Updates und Angebote automatisch.
Aktualisieren Sie Ihren Vertrieb einfach durch das Aufzeichnen von Gesprächen.Aktualisieren Sie Ihren Vertrieb einfach durch das Aufzeichnen von Gesprächen.Aktualisieren Sie Ihren Vertrieb einfach durch das Aufzeichnen von Gesprächen.

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.

Schedule a demo

More use cases

New customers

Trade fair or lead list: who to contact first, with which hook.

Old leads

Put an end to the CRM graveyard and pick up old contacts again.

Tender monitor

Which public contracts are worth the effort.

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