Trade2Trade CRM — powered by Gemini & GPT

The AI-Powered CRMfor Hospitality Sales Teams

Research venues with AI, craft personalised outreach across every channel, generate marketing content, and close deals faster — the operating system for the Trade2Trade growth team.

10x
Faster Research
5+
AI Models
8
Outreach Channels
100%
Pipeline Visibility

Features

Everything you need to close more deals

From first touch to closed-won, Trade2Trade CRM gives your team AI superpowers at every stage of the sales cycle.

Lead Management

Import leads via CSV, Google Places, or manual entry. Enrich with AI research, track deal values, score prospects, and never lose sight of an opportunity.

  • CSV & JSON bulk import with smart field mapping
  • AI-powered company research & enrichment
  • Lead scoring and qualification tracking
  • Contact management with role classification
  • Full activity timeline per lead
CompanyContactStatusValue
TechNova IncSarah ChenQualified$45,000
CloudBridgeMark WilsonProposal$78,000
DataPulse AIEmma ParkNew$25,000
Meridian LabsJames ColeEngaged$120,000

Visual Pipeline

Drag-and-drop Kanban board to move deals through every stage. See total deal value, win rates, and revenue projections at a glance.

  • 8-stage pipeline from Lead to Won/Lost
  • Drag-and-drop stage transitions
  • Deal value tracking & revenue forecasting
  • Pipeline analytics and conversion rates
  • Automatic activity logging on stage changes

New

12

$85K

Qualified

8

$240K

Proposal

5

$180K

Won

3

$145K

AI Research Engine

One click to deeply research any company. Gemini and OpenAI analyze websites, social presence, market position, and generate pitch angles tailored to each prospect.

  • Gemini 2.5 Flash primary, OpenAI fallback
  • Website scraping & content analysis
  • Competitive landscape & market insights
  • Auto-generated pitch angles per lead
  • Cost tracking on every AI call
AI Research for TechNova Inc
IndustryEnterprise SaaS, Cloud Infrastructure
Size150-300 employees, Series B
Tech StackAWS, React, Node.js, PostgreSQL
Recent NewsRaised $42M, expanding to EMEA
Pitch AngleCost optimization during scaling phase

Multi-Channel Outreach

Generate and send personalized outreach across email, SMS, LinkedIn, and more. AI crafts the perfect message for each channel and prospect.

  • Email, SMS, LinkedIn, Twitter, WhatsApp & more
  • AI-generated personalized messaging
  • Draft, review, and send workflow
  • Delivery & engagement tracking
  • Template library with variables
EmailLinkedInSMS

Subject: Re: Scaling infrastructure at TechNova

Hi Sarah, I noticed TechNova recently raised your Series B — congratulations! As you scale your cloud infrastructure, I wanted to share how we've helped similar companies reduce cloud costs by 35% while...

PersonalizedAI Generated

Campaign Automation

Build single-send or multi-step email sequences. Track opens, clicks, and replies with real-time engagement analytics.

  • Single email & multi-step sequences
  • Multi-channel campaign support
  • Open, click, and reply tracking
  • Campaign performance analytics
  • Lead assignment & status management
Q1 Enterprise OutreachRunning

Sent

1,247

Opened

42.3%

Replied

8.7%

Content Studio

Generate marketing images, videos, voiceovers, and social content directly inside the CRM. Powered by FAL.ai, ElevenLabs, and AI scripting.

  • AI image generation (FLUX Pro, DALL-E 3)
  • Video generation with multiple models
  • Text-to-speech & sound effects (ElevenLabs)
  • AI-scripted social media content
  • Prompt enhancement for better results

Image Gen

Video Gen

Audio/TTS

Social AI

Powered by FLUX Pro, DALL-E 3, ElevenLabs & Gemini

Prospecting

Find your next customers automatically

Discover and import high-quality leads from Google Places, enrich them with AI research, and build a master lead library across all your projects.

Google Places Prospecting

Search for businesses by type, location, and radius. Import verified leads directly into your pipeline with contact details, ratings, and more.

Website Scraping & Enrichment

Automatically scrape prospect websites for emails, phone numbers, social profiles, and key business information.

Lead Library

Master database of all prospects across projects. Assign leads to any project, track across your entire business, and never duplicate outreach.

AI Engine

Dual-AI architecture with automatic fallback

Every AI feature is powered by Google Gemini 2.5 Flash as the primary engine, with OpenAI GPT-4.1 Nano as an automatic fallback. You get reliability, speed, and cost efficiency — with transparent usage tracking on every call.

Company Research

Deep analysis of prospects from domain, social profiles, and web presence

Outreach Generation

Channel-specific messaging tailored to each prospect's context

Content Creation

Images, video, audio, social posts, and scripts generated on demand

Pitch Angle AI

Personalized pitch recommendations based on prospect research

Cost Tracking

Per-project and per-lead AI spend with real-time budget visibility

AI Provider StatusAll Systems Operational

Gemini 2.5 Flash

Primary

Active

GPT-4.1 Nano

Fallback

Standby

FAL.ai FLUX Pro

Images

Active

ElevenLabs

Audio/TTS

Active

Platform

Built for scale from day one

Multi-project workspaces, enterprise security, and thoughtful tooling to keep your team moving fast.

Multi-Project Workspaces

Run multiple sales campaigns from one account with isolated data per project.

Email Templates

Reusable templates with variable substitution for consistent, on-brand messaging.

Activity Calendar

Track follow-ups, meetings, and scheduled activities across all leads.

CSV/JSON Import

Bulk import leads from any source with intelligent field mapping and deduplication.

AI Cost Tracking

Real-time budget monitoring for AI usage across research, outreach, and content generation.

Security First

SOC II-aligned patterns with input validation, rate limiting, IDOR prevention, and encryption.

Your entire sales process, visualized

Every lead flows through a clear pipeline from discovery to close.

New Lead
Contacted
Engaged
Qualified
Proposal
Negotiation
Won

Ready to supercharge your sales pipeline?

Join hospitality teams already using Trade2Trade CRM to find, research, reach, and close more venue deals with the power of AI.