Jared Tech | AI Sales Opportunity Finder

Jared Tech | AI Sales Opportunity Finder

by Jared Tech

Jared scans annual and quarterly reports to uncover buying signals that match your product or service. Get the exact opportunities that drive deals.

Attract new leads, Qualify my leads, Automate my pipeline and data

App screenshot
App screenshot
App screenshot

Description

Jared transforms complex financial filings into clear sales opportunities, and now you can bring those insights directly into Pipedrive.

Our AI scans SEC reports for buying signals such as expansion plans, IT investments, and service needs. Instead of digging through dense documents, you get qualified opportunities matched to the services you sell.

The integration makes these insights actionable inside Pipedrive:

  • Easy deal creation: Jared’s signals can easily be added straight into your Pipedrive pipeline.
  • Context-rich notes: Each deal comes with AI-generated explanations, so your reps know why the opportunity matters.

With Jared inside Pipedrive, sales teams can focus on starting conversations with companies that already show intent, shortening cycles, improving targeting, and closing more deals.

Installation instructions

  1. Create an account at Jared
  2. Open the Jared app
  3. Press the "Gear"-icon in the navigation on the left
  4. Go to the "Integrations" tab
  5. Press "Connect"
  6. Authorize the Jared app

That's it, now you are ready to export notes to Pipedrive.

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