// FEATURES

Nine pieces. One platform.

Each of these works on its own. Together they replace the patchwork of CRM + sequencer + spreadsheet + directory most outbound teams stitch together.

weekly run·14 new·last sync 06:00
⌘R rerun

  • Müller GmbH

    Bevern · Sanitär · 8 emp

    owner: P. Müllerfounded: 2014
    fresh

  • Schmidt Bau

    Holzminden · Bauunternehmen · 22 emp

    owner: T. Schmidtfounded: 1998
    enriched

  • Weber Elektrik

    Stadtoldendorf · Elektro · 5 emp

    owner: M. Weberfounded: 2007
    enriched

  • Becker Dach

    Bodenwerder · Dachdecker · 12 emp

    owner: K. Beckerfounded: 2003
    enriched

  • Lehmann Sanitär

    Holzminden · Sanitär · pending

    owner: —
    pending

01 — DISCOVERY

Stop paying for stale lists.

Public registries, geofenced web search, business directories — pulled and cross-checked weekly. Each lead is enriched from its imprint, so you see the owner’s name, not a generic info@ address.

  • Source-aware

    Chambers of commerce, IHK, Google Maps, niche directories. Add your own.

  • Imprint enrichment

    Owner, founding year, phone, email — from the legal imprint, not from a marketing page.

  • Sperrliste-aware

    Existing customers and competitors get filtered before they hit the board.

  • Scheduled refreshes

    New leads land every Monday morning, automatically.

22 leads
+ Add Lead

Discovered

14

Müller GmbH

52

mueller-sanitaer.de

coldSanitär
P. Müllerin

6h ago

Schmidt Bau

47

schmidt-bau.de

coldBauunternehmen
T. Schmidtin

Mon

Lehmann Sanitär

38

lehmann-holzminden.de

coldSanitär

Mon

Reaching

6

Becker Dach

86

becker-dach.de

warmDachdecker
K. Beckerin

Thu

Lindner KFZ

64

kfz-lindner.de

warmKFZ
M. Lindnerin

2d

Won

2

Krause Tischlerei

92

krause-holzwerk.de

warmTischlerei
S. Krausein

1w

02 — BOARD

Pipeline. Not paperwork.

Kanban with statuses your team actually uses. Activity timeline per lead. A route view that groups your Thursday by PLZ so the field day compounds.

  • Status pipeline

    Discovered, researching, contacted, meeting, won, lost. Customisable per vertical.

  • Activity timeline

    Email, phone, LinkedIn, in-person — one log, sorted by lead.

  • Route view

    Filter by status + visit-this-week, group by PLZ cluster, drive less.

  • Changelog

    Every change attributed and timestamped. Onboarding new team members takes minutes.

30d·4 variants live·top: handwerk-uwg-v3 · 17% reply
§7 UWG ON
@

handwerk-uwg-v3

best
Sent248
Accepted102
Replied42
Termin14
Won5
accept 41%reply 17%paid 2%
in

linkedin-connect-v2

Sent112
Accepted37
Replied10
Termin3
Won1
accept 33%reply 9%paid 1%
☏

phone-followup-v1

Sent64
Accepted18
Replied9
Termin3
Won1
accept 28%reply 14%paid 2%
@

default

retiring
Sent84
Accepted8
Replied1
Termin0
Won0
accept 9%reply 1%paid 0%

03 — OUTREACH

Four channels. Every variant tracked.

Email opens your client with a draft. Phone tracks the call without dialling for you. LinkedIn templates the note, you send. In-person logs the visit. Every variant runs as an A/B test by default — winners get more traffic next cycle, losers retire.

  • Per-vertical, per-channel variants

    Sie-Form for DE, plain English for global. Risk angle baked in per gewerk. Each template is a versioned variant the platform A/B-tests against the others.

  • Full attribution funnel

    Sent → accepted → replied → Termin → won — logged per variant, per channel, per vertical. You see which subject line pays, not just which one opens.

  • Engagement-gated escalation

    Phone call only after the email moves. §7 UWG default sequencing. Banner warns if you try to skip a step; nothing auto-sends in your name.

  • Auto-promote winners

    When a variant beats the baseline by >2σ over the cohort, the agent shifts traffic toward it on the next run. Losers stay flagged for review, not silently killed.

  • In-person mode

    Walk-in, business-card scan, voice note, on-the-go. The visit lands on the same activity timeline as the email and call.

41 dormant·6 signals today
9 re-engaged · 30d

  • Becker Dach

    quiet 73d

    becker-dach.de

    website changerelaunched site · added Sanierung service
    signal_detecteddraft ready

    draft assistant

    you →

    Win-back — reference the site relaunch, attach the integration shot.

    forge →

    „Hallo Herr Becker, ich habe gesehen, dass Sie Ihre Sanierungs-Seite neu aufgesetzt haben — genau dafür …“

    integration-demo.pngAccept → step 1Push to Gmail

  • Krause Tischlerei

    quiet 41d

    krause-holzwerk.de

    linkedin hiringhiring 2 Monteure on LinkedIn
    ready_for_warm_outreachre-engage

  • Hoffmann Bau

    quiet 120d

    hoffmann-bau.de

    fundingKfW-Förderung €400k angekündigt
    to_contactre-engage

  • Lindner KFZ

    re-engaged 2d ago

    kfz-lindner.de

    website changeopened the integration link twice
    respondedresponded

04 — RE-ENGAGEMENT

Quiet leads aren’t dead leads.

Every prospect who ghosted or said “not now” drops into a warm pipeline instead of a graveyard. Castia watches each one for a buying signal — a site relaunch, a new hire, fresh funding — and surfaces the moment to walk back in. Then a draft assistant writes the win-back with you.

  • Signal-triggered surfacing

    Site changes, LinkedIn hiring, funding announcements — the moment a dormant lead moves, it resurfaces with the reason attached.

  • One-click stage moves

    Push a lead through the win-back lane — imported → signal detected → contacted → re-engaged — straight from the card, no drawer.

  • A draft assistant that takes direction

    Brief it like a colleague: “reference their relaunch, attach the integration shot.” It writes the email and pulls in your screenshots and mockups.

  • Accept, then push to Gmail

    Approving a draft overwrites the step-1 sequence and drops it into your Gmail drafts, images inlined. Nothing sends in your name without you.

synced from calendar·matched · becker-dach.de
prepped ✓

Becker Dach · Erstgespräch

Morgen · 14:00 · 30 Min · K. Becker + du

auto-prepped

Prep · assembled by the agent

Talking points

Wasserschaden-Risiko, Werkstatt-Flotte, regionale Referenzen

Objection prep

„Zu teuer“ → ROI nach 2 Schadensfällen/Jahr

Competitor context

Heute: Excel + Telefonliste, kein CRM

Pitch angle

Von Zettelwirtschaft zu einem Board in 8 Wochen

After the call

notetaker joinedtranscript captured · 28 Min
summary

Interesse an Schadens-Tracking; Budget vorhanden, Entscheidung in Q3.

decisions

Pilot mit einem Werkstatt-Standort, Start nach dem Sommer.

action items
  • Angebot Sanitär-Paket bis Fr schicken
  • Referenz Krause Tischlerei verlinken
✓ follow-up draft readyReview and send

05 — MEETINGS

Walk in briefed. Leave with the follow-up written.

Calendar invites sync in and match themselves to the right company. Before the call, Castia assembles the brief from the lead’s own history; a notetaker sits in and turns the conversation into notes and a follow-up draft — so the work after the call is review, not reconstruction.

  • Calendar-synced, auto-matched

    Each invite becomes a meeting row, matched to its company by domain. No manual linking, no copy-paste.

  • Prep assembles itself

    Talking points, objection prep, competitor context, and a pitch angle — drawn from the lead’s activity, not pieced together across five tabs at 13:55.

  • A notetaker takes the call

    It joins automatically and turns the conversation into a summary, the decisions made, and a clean action-item list.

  • Follow-up, pre-written

    The same transcript drafts your follow-up email. Review, edit, and send from the meeting page minutes after you hang up.

Chat·Local Gemma · read-only pipeline data
⌘Z undo
you →

Müller GmbH heute besucht, Termin im Herbst.

agent →

Status auf “meeting booked” gesetzt. Folge-Termin am 14.09.2026 angelegt. Wollen Sie eine Vorbereitungs-Mail eine Woche vorher?

you →

Ja, mit Risiko-Quickcheck Sanitär.

agent →

Vorbereitungs-Mail gespeichert. Risiko-Anker: Wasserschaden, Werkstatt, KFZ-Flotte. Versand 07.09.2026.

Ask about the pipeline, campaigns, or replies… (Shift+Enter for newline)

06 — AGENT-MODE

Type. The board responds.

No forms, no field-by-field updates. The agent reads what you wrote, updates the right records, schedules the right follow-up, and surfaces the next move.

  • Plain-language input

    DE, EN, mixed — speak the way you’d brief a colleague.

  • Multi-step actions

    One sentence can update a lead, schedule a follow-up, and queue a mail.

  • Playbook-aware

    The agent knows the sequence for your vertical and won’t skip steps.

  • Reversible

    “Undo last action” works. Nothing gets shipped without your sign-off.

defaults that stay enforcedaudit log · CSV export

  • §7 UWG email-first sequencing

    ON

    First touch via email with mutmaßliches Interesse claim. Phone follow-up gated on engagement.

    0 violations · 90 days

  • DSGVO Art. 6 (1) lit. f basis

    ON

    Lawful basis logged at lead creation. Per-event consent record per lead.

    1,284 events logged

  • Sperrliste pre-filter

    ON

    14,237 entries. Refresh weekly. New leads checked before they hit “to research”.

    last sync · Mon 06:14

  • Cold-call banner

    ON

    Warning shown if a B2B call is logged before any engagement signal exists.

    3 warnings this month

07 — COMPLIANCE

The defaults that keep you legal.

§7 UWG sequencing, GDPR Art. 6 logging, BaFin-aware workflows for regulated verticals. The platform enforces them; the user doesn’t have to remember them.

  • §7 UWG sequencing

    Email first; phone after engagement signal. Banner warns if you try to skip.

  • Consent log

    Each lead has a per-event log. Inbound consent is timestamped and attributable.

  • Sperrliste enforcement

    Existing customers and competitors never enter the funnel.

  • DSGVO-ready exports

    Auskunft and Löschanfragen handled in minutes, not days.

12 jobs·4 shown
Refresh+ New Job

discover-handwerker

Wöchentlicher Pull aus IHK + lokalen Verzeichnissen. Filter: Holzminden + 30km, Sanitär/Bau/Dach.

0 6 * * 1

skill→discovery-search
✓ success8 May, 06:00(2m 14s)
Trigger now

enrich-impressum

Owner, Telefon, E-Mail aus dem Impressum. Skip wenn schon enriched. Max 50 Leads pro Run.

*/5 * * * *

api-call→/api/leads/enrich
✓ success8 May, 22:55(20ms)
Trigger now

weekly-digest

Phase C: Sammelt Aktivität der Woche → Mail an Vertriebsleitung. Pause wenn Backlog > 50.

0 17 * * 5

api-call→→ Katrin · digest
⊘ failed3 May, 17:00(5m 1s)
Trigger now

stale-followup

Findet Leads ohne Touch in 14d und schiebt sie auf 'Follow-up due'. §7 UWG Banner aktiv.

0 8 * * *

skill→stale-checker
✓ success8 May, 08:00(6m 15s)
Trigger now

08 — SCHEDULER

Things happen on time. Without you.

Discovery refreshes, enrichment, weekly digests, follow-up reminders, LinkedIn pending checks. Cron-driven, retried on failure, observable in one place.

  • Cron-driven jobs

    Skill-as-a-job: define a prompt, set a schedule, watch it run.

  • Run history

    Every run logged with output, timing, and replay button.

  • Retries & circuit breakers

    Failed jobs retry; persistent failures pause the queue, not the platform.

  • Manual triggers

    Run any job on demand from the UI when a discovery batch can’t wait til Monday.

4 blueprints·last optimisation 14:32·+18% vs last cycle
+ New Blueprint

Handwerk · Niedersachsen

B2B field sales · Sanitär · Bau · Dach · KFZ · 8-week cycle

v3live

Composes

discovery-searchimpressum-enrichseq-uwg-handwerkerweekly-digest
+18%reply rate vs v2 · 14d
last · 2h ago · 14 leadsnext · Mon 06:00

Maklerbüros · DACH

Versicherungs- & Hypothekenmakler · Sie-Form · Termin-orientiert

v2live

Composes

lookalike-discoverylinkedin-outreachseq-brokerstale-followup
+9%accept rate vs v1 · 21d
last · yesterday · 8 leadsnext · Wed 09:00

Recruiting · Tech-DE

Senior Engineers · Berlin/München · Referral-first

v1drafting

Composes

talent-discoverylinkedin-outreach
last · warm-up · pendingnext · manual review

D2C · Founder Reach

Brands €1–10M · Founder · Partnership offer

v4paused

Composes

storefront-scanfounder-enrichseq-partner-en
+4%reply vs v3 · paused for review
last · 11d agonext · —

09 — BLUEPRINTS

Skills are atoms. Blueprints are the playbook.

A skill is one thing the agent can do — discover, enrich, sequence, digest. A blueprint is what your team actually runs: a vertical-shaped composition of skills, templates, compliance defaults, and scheduler triggers, versioned and self-learning. You don’t buy skills. You buy the blueprint that runs them.

  • Composes skills into a playbook

    One blueprint = a discovery query + an enrichment shape + a sequence + a compliance preset + scheduler triggers. Edit the blueprint once, every run inherits.

  • Self-learning between runs

    Each cycle feeds reply, accept, and Termin metrics back into the templates. Phrases that converted on Tuesday are reused next Tuesday. Sources that bounced get downranked before the next discovery run.

  • Versioned and reversible

    Blueprints are tracked v1 → v2 → v3 with deltas like “+18% reply vs v2 · 14d”. If a new version regresses, the agent rolls back automatically.

  • Per-vertical defaults built in

    Sie-Form for DE, EN for global. §7 UWG sequencing baked in for German B2B. BaFin guards on regulated verticals. You inherit the right defaults the moment you stamp out a new blueprint.

// VS THE ALTERNATIVES

What a platform does that a stack of tools can’t.

CapabilityCRMSequencerSpreadsheetCastia
Auto-discovers prospects———Yes
Multi-channel activity logPartialEmail only—Yes
§7 UWG sequencing built-in———Yes
Plain-language steering———Yes
Route view by PLZ——ManualYes
Per-vertical playbooks—Templates only—Yes
Re-engages quiet leads on a signal—Time-based only—Yes
Auto-preps meetings + writes follow-upManual notes——Yes
Stores deals after-the-factYes—Sort ofSends to your CRM

// PILOT SHAPE

Eight weeks. Your territory. Real numbers.

We co-build the playbook for your vertical, run it on a real territory, sit with the data at week 4 and week 8. If it works, we scale. If it doesn’t, you’ve learned what doesn’t work and we both walk away.

Book a working sessionSee the use cases