In short
- For each customer, Dagomi checks which of your services are missing or would follow naturally.
- Every opportunity comes with a fit score (0–100), a one-sentence rationale and a ready outreach draft.
- The strongest opportunity of the day appears in your morning briefing.
The problem
Acquiring new customers is expensive, nurturing existing ones is cheap — everyone knows that. It still rarely happens, because nobody has the time to go through a hundred customer records wondering what each one might still be missing.
That work is repetitive, uniform and easy to describe. So Dagomi does it.
What Dagomi actually compares
On one side sits your service catalogue — everything you entered during setup. On the other side sits everything Dagomi knows about the customer: past orders, industry, size, previous inquiries, conversation history, offers and their status in the relationship radar.
The result is a list of opportunities per customer. Each has three parts: the matching service, a fit rating from 0 to 100, and a rationale that points to concrete facts from the customer history — not to general guesswork.
How to use it
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Enter your services completely
Under “Setup → Services” you enter what you offer. The more precise the description, the better the matches — one sentence on the benefit and the target group helps Dagomi more than a bare product name.
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Open a customer profile
Go to “Customers” and pick one. In the profile you will find the “Opportunities” card below the master data.
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Run the check
One click on “Check opportunities” starts the analysis. It takes a few seconds. The matches then appear sorted by fit.
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Read the rationale — and decide yourself
Every opportunity states why Dagomi sees it. That is the important part: you judge whether the reasoning holds. Anything that does not fit, you simply leave alone.
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Have the outreach drafted
If an opportunity fits, click “Draft outreach”. Dagomi turns it into a concrete message to the customer and files it as a promise at the bottom of the customer profile — as a draft, not a send.
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Review, adjust, approve
You can rework the draft in the editor, choose the recipient and then send. Nothing goes out without your approval.
Good to know
- For this feature Dagomi works exclusively with your own data. There is no web research, and no customer data is passed to third parties to find opportunities.
- An opportunity is a suggestion, not an order. Dagomi never sends anything on its own — the outreach stays a draft until you approve it.
- The better maintained your customer history, the more accurate the analysis. A freshly created customer without history will naturally produce weaker opportunities.
Frequently asked questions
How does Dagomi know what fits a customer?
From your own data: your service catalogue on one side, the customer record on the other — past orders, inquiries, offers, industry and relationship status. From that the AI derives what is missing or would follow naturally, and backs the suggestion with concrete points from that history.
Is customer data sent to the internet for this?
No web research takes place for the opportunity analysis. Dagomi only uses what is stored in your tenant. The evaluation itself runs through an AI service that processes the data to produce the answer and does not use it for training.
How often should I run the check?
Whenever something has changed for that customer — after a closed deal, a new inquiry, or when you have extended your service catalogue. A new run does not blindly overwrite the old suggestions, it adds to the picture.
What happens to opportunities I do not want to use?
Nothing. They remain as suggestions and you ignore them. There are no reminders, no pressure and no automatic sending.