Sales Intelligence gives your agency a full prospecting workflow inside the platform. You can search local businesses, generate a deep reputation and visibility report on any of them, share a branded version with the prospect, capture self-serve leads from your own website, and move every opportunity through a real pipeline.
It is built for resale. Everything your prospects and clients see uses your white-label brand, your domain, your colours, your call to action, and your testimonials. This guide is the overview. The setup, public form, lead management, and automation guides go into the detail.
When Sales Intelligence is the right tool
Use Sales Intelligence when you want a steady, repeatable way to identify prospects, prove value with data, and book conversations. It works best when you sell reputation management, local SEO, or any service where Google reviews, ratings, and local visibility matter to the buyer.
It pairs with the rest of EmbedMyReviews. The same prospect you analysed in a report can be onboarded as a paying customer minutes later without re-entering anything.
- You sell reputation, local SEO, or reviews and need a way to open conversations
- You want to give prospects something useful before asking them to book a call
- You want a self-serve report link your prospects can request directly from your website
- You want to keep all sales activity in one place rather than across spreadsheets
What you need before you start
Sales Intelligence requires an active paid Agency plan. It is not available during the free trial because it consumes real data and AI credits that you pay for through your own provider accounts.
You will also need two external accounts before any report can run. The Sales Intelligence Setup guide walks you through this end to end.
- A DataForSEO account for ranking and visibility data
- An OpenRouter account for AI analysis on full reports
- An optional AnyMailFinder account if you want lead email lookups inside the pipeline
How the workspace is organised
Open the platform and go to the `Sales Intelligence` menu item. The workspace has three tabs across the top.
| Tab | What it is for |
|---|---|
| Prospect Search | Search local businesses by name and location, inspect their review profile, and pick the ones worth a report |
| Prospect Reports | See every report you have generated, share the public link, and re-open any analysis |
| Pipeline | Track every lead through your sales process, change status, run exports, and contact the prospect |
You will also see a `Public Form` and `Settings` link near the top of the workspace. Public Form is the self-serve lead capture page your prospects can submit to. Settings is the credentials wizard.
Two report types
You can generate two kinds of report depending on how much depth you want and how much you are willing to spend per prospect.
- Budget reports include the trust score, reviews summary, local visibility map, and competitor comparison
- Full analysis adds AI visibility (ChatGPT, Gemini, Perplexity), sentiment analysis, and the deeper diagnostic sections
- You can change the report type per generation, and the self-serve form has its own report type setting separate from agency-driven reports
| Mode | Best for | Cost per report |
|---|---|---|
| Budget mode | Outreach at volume, qualifying signals, opening conversations with prospects who do not know you yet | Lower per lead, ideal for top-of-funnel |
| Full analysis | Sales calls, demos, proposals, and prospects who already have your attention | Higher per lead, includes AI visibility and deeper sections |
Two ways to generate a report
There are two natural workflows depending on whether you reach out or your prospect comes to you.
- Agency-driven: you find the prospect inside Prospect Search and generate the report yourself
- Self-serve: a prospect requests their own report from your branded public form, which captures their contact details at the same time
Most agencies start with agency-driven prospecting and add the self-serve form once the basic flow is working.
How the report looks to the prospect
Every report opens on your domain, with your logo, your CTA button, your trust signals, and your testimonials. The prospect never sees the EmbedMyReviews brand.
Report branding is controlled separately so you can keep it polished without touching anything else. Change the wording of the trust score messages, swap the CTA, and add success stories that match your offer.
Who on your team can use this
Sales Intelligence is available to the agency owner and to any sales agent you have invited and given access to. The setup wizard, the public form settings, and the report branding settings are reserved for the agency owner so sales agents cannot change the agency-level configuration by accident.
| Capability | Tenant owner | Sales agent |
|---|---|---|
| Search prospects and generate reports | Yes | Yes |
| Manage the pipeline | Yes | Yes |
| Run CSV exports | Yes | Yes |
| Connect DataForSEO and OpenRouter credentials | Yes | No |
| Edit the public lead capture form | Yes | No |
| Edit report branding | Yes | No |
| Manage webhooks and API tokens | Yes | No |
Where to go next
If you are setting this up for the first time, start with the setup wizard. If credentials are already connected, the public form is usually the quickest way to add real lead flow to your agency website.