With Prospector-CRM, your sales team gets the tools that used to be reserved for large companies. The result: more clients, less time wasted and a highly profitable investment.
When every prospect counts and every salesperson has to deliver from day one.
One, two or three field salespeople juggling quotes, follow-ups and prospecting? Prospector-CRM helps them drop nothing.
You and your brokers target several markets at once. Each sales universe has its own logic, and its own pipeline in the tool.
Prospecting for new mandates is often neglected for lack of method. Prospector-CRM makes it simple, traceable and regular.
Do you prospect in bursts? Prospector-CRM helps you keep constant commercial pressure, even between two assignments.
In a small company, every salesperson must be autonomous and effective. The AI built into Prospector-CRM acts as a right hand at every stage of prospecting.
The AI generates a personalised prospecting message from the prospect's profile and the identified sales trigger. Your team starts with a solid draft, not a blank page.
Immediate time savingIn Switzerland, each region has its own language. The AI writes or translates your messages into French, German, Italian, and even English and Spanish, depending on the prospect's profile, with no need for an external translator.
Multilingual coverageThe AI helps identify and phrase the right trigger for each prospect: regulatory context, market event, pricing pain point or operational need.
The right message at the right timeThe AI suggests the right time and the right angle to follow up with a silent prospect, taking into account the last interaction and the pipeline stage.
Better response rateBefore a call or meeting, the AI summarises the prospect's history and suggests the key points to cover. Your team arrives prepared in 30 seconds.
Express preparationThe AI analyses team performance and makes concrete recommendations: who to follow up with, which segment to prioritise, which triggers convert best.
Informed steeringIn a small business, the manager is often also the first salesperson, but has no time for micro-management. Prospector-CRM gives a real-time view of what is moving forward and what is stalling.
At a glance, the manager knows who is actively prospecting, how many leads are waiting for a follow-up and where the hottest opportunities are. The AI completes this dashboard with actionable advice.
In Switzerland, a contact in Zurich, Lugano or Geneva does not expect the same message. The AI writes or adapts your approach in your contact's language and register, without friction or delay.
“You prospect in Geneva, Zurich, Lugano and Madrid from the same tool: each contact receives a tailored message written in their own language, in seconds.”
A clear path for every prospect, traceable and actionable at every stage.
Designed for sales teams of 1 to 5 people who have no time to get lost in a complex CRM.
Manage several products or markets in parallel. Each universe has its own prospects, statuses and pipeline, without ever mixing targets.
Each prospect is linked to a precise contact trigger: market event, operational need, regulatory pain point. Prospect at the right moment.
Filter, sort and see at a glance where to focus the week's sales energy. No spreadsheet, no meeting.
Company, sector, location, contacts, notes and interaction history, all in one place, accessible from the field.
Schedule your next actions for each prospect. No strategic follow-up forgotten for lack of time or memory.
A summary view of activity by salesperson, universe or region. The manager stays in control without asking for reports.
Not an oversized generic CRM. A tool calibrated for lean organisations that want qualified results.
No training required. Your salespeople are operational on day one. The interface guides action rather than complicating it.
No need to be a prompt expert. The AI is built directly into the workflow: write, translate, follow up, in one click.
Import your prospects and get started. No installation, no complex configuration, no consultant required.
Real-time dashboard, AI alerts, complete history. The manager knows exactly what is going on without micro-managing.
Your prospect database is your most valuable sales asset. It is hosted in Switzerland, never resold and exportable at any time.
No overpriced per-seat licences. Full access at a transparent price that matches the budget of a small company.
Your prospect database is one of your most strategic assets. We treat it accordingly.
Sovereign hostingData on servers in Switzerland, with no transfer to third parties.
Secure accessProtected login, rights managed per user and per universe.
Never resoldYour database is never shared, analysed or monetised by a third party.
Automatic backupsYour data is backed up regularly, with no action on your part.
FADP/GDPR complianceProcessing compliant with Swiss and European personal data regulations.
Full exportRetrieve all of your data at any time in an open format.
Tech stack
Geneva | Grand-Lancy
Founded in 2018 in the world of financial services, a demanding field where rigour, traceability and confidentiality are essential, Visual Capital Markets SA develops its own digital solutions for B2B professionals. The company has gradually broadened its offering to meet its clients' concrete needs: prospecting CRM, secure data room, information monitoring and more.
Prospector-CRM is our newest product. It brings together what we have learned in the field: offering tools that are quick to adopt, reliable every day, and that never betray the data entrusted to them.
We build Prospector-CRM with our clients, for our clients. Every update starts from a real need in the field.
Set up in a few hours · Help importing your first prospects · Personal support
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