> ## Documentation Index
> Fetch the complete documentation index at: https://docs.deepvista.ai/llms.txt
> Use this file to discover all available pages before exploring further.
# Customer Research & Tracking
> Speed up customer acquisition with an intelligent system that captures, researches, and follows up for you.
**Our Core Playbook:** This is the exact workflow our internal team uses daily to research leads, automate CRM updates, and handle outbound outreach.
## Who should read this
* **Founders & Operators**: Automate GTM busywork and maintain pipeline visibility.
* **Growth & Sales Leads**: Qualify inbound leads and draft personalized outreach instantly.
## What you'll learn
* Build your own intelligent CRM tracker in minutes.
* Learn how DeepVista handles the busywork for you by researching outbound leads, sending outreach emails, and capturing and following up with inbound leads.
* Win the new metric for AI-native GTM: [Speed to context](https://foundercoho.substack.com/p/speed-to-context-the-new-metric-for?utm_source=publication-search).
## 1. Research Leads and Set Up a CRM Tracker
### Prerequisites
Before you start, make sure you have a DeepVista account with an active project.
To create an account, [sign up here](https://app.deepvista.ai/login?redirectUrl=%2Fsign%2520in).
Once you're in, you'll land on a blank homepage, ready to start.
### Onboard Your Company and Ask DeepVista to Search Leads for You
DeepVista will learn your value propositions, ICPs, and key capabilities, then research and generate a **table card**, which serves as your CRM tracker 1.0.
### Customize Your Search Fields
1. To retrieve additional information, prompt DeepVista: "Please add a column for the LinkedIn page. Research and populate it." The system will automatically add and populate the new column with the requested data.
Want contacts verified against a live database instead of deep research? Connect [Apollo integration](/tutorials/apollo-integration) for **Apollo Verified** tracker rows.
## 2. Draft, Send, and Schedule Outreach Email
### Ask DeepVista to Draft Outreach Email
DeepVista will save your email drafts as context cards.
To make changes, you can also ask DeepVista directly: "Add my email signature."
DeepVista will automatically pull the necessary information from your VistaBase context cards.
### Connect Your Gmail and Send Your Email
### Ask DeepVista to Schedule a Daily Job
DeepVista will create an automated **workflow** and a **scheduled job** for you.
## 3. Keep Your CRM Running With You
### Capture a Note or a Screenshot
1. Copy and paste it in chat, ask DeepVista to "add customer A to my CRM Tracker."
DeepVista will automatically update the row.
### Monitor your Email
DeepVista will create a **Scheduled job** to run the monitor **workflow** automatically.
## Congratulations
You just built an intelligent CRM Tracker. Start acquire, engage, and retain!