CRM Basic

Get essential behavioral analysis for lead qualification and initial contact in Portuguese. This endpoint provides 6 core fields of analysis powered by real-time market intelligence, specifically optimized for the Brazilian market.

What's Included (6 Fields)

1. perfil_profissional - Public professional profile reference (auto-detected)
2. cargo - Professional role/title with Brazilian job market context
3. tipo_stakeholder - Stakeholder classification (C-Level, Manager, Individual Contributor)
4. localizacao_detectada - Detected location with Brazilian regional insights
5. interesses_profissionais - Professional interests array with Brazilian business focus
6. manual_comprador - Basic buyer persona with pain points and motivators in Portuguese

Upgrade to Complete CRM

For advanced features like OCEAN personality scores, MBTI analysis, and detailed Brazil-specific regional insights, consider upgrading to the CRM Complete endpoint which provides 12+ enhanced fields for 2 credits.

Endpoints

Name + Company Based

POST /crm_basico

Cost: 1 credit per request Tier Required: Basic or Complete

Analyzes a single profile using name and company information.

---

Parameters

Method 1: Name + Company (/crm_basico)

Name	Type	Required	Description	Example
primeiro_nome	string	Yes	Person's first name	"João"
ultimo_nome	string	No	Person's last name	"Silva"
empresa	string	Yes	Company name	"Microsoft Brasil"
contexto_adicional	string	No	Additional context	"Sales director"

English Parameter Alternatives

Portuguese	English Equivalent	Both Accepted
primeiro_nome	first_name	✅
ultimo_nome	last_name	✅
empresa	company	✅

Example Request

curl -X POST "https://a7qq5h74ej.execute-api.us-west-2.amazonaws.com/production/crm_basico" \
  -H "Content-Type: application/json" \
  -H "X-API-Key: your-api-key-here" \
  -d '{
    "primeiro_nome": "João",
    "ultimo_nome": "Silva",
    "empresa": "Microsoft Brasil"
  }'

Example Response

{
  "analise": {
    "cargo": "Diretora de Recursos Humanos",
    "tipo_stakeholder": "C-Level Executive",
    "localizacao_detectada": "São Paulo, Brasil",
    "interesses_profissionais": [
      "Gestão de pessoas e desenvolvimento de talentos",
      "Transformação cultural e mudança organizacional",
      "Diversidade e inclusão no ambiente de trabalho",
      "People analytics e métricas de RH",
      "Bem-estar e experiência do colaborador"
    ],
    "manual_comprador": {
      "persona": {
        "titulo": "Líder de Pessoas Estratégica - CHRO",
        "descricao": "Executiva de RH no Itaú Unibanco, focada em transformação cultural e desenvolvimento de talentos para o mercado financeiro brasileiro"
      },
      "pontos_dor": [
        {
          "desafio": "Retenção de talentos em mercado competitivo",
          "impacto": "Crítico para continuidade dos negócios"
        },
        {
          "desafio": "Transformação cultural pós-pandemia",
          "impacto": "Alto - afeta engajamento e produtividade"
        }
      ],
      "motivadores_compra": [
        {
          "texto": "Melhorar experiência e engajamento dos colaboradores",
          "impacto": "Retenção de talentos e produtividade"
        },
        {
          "texto": "Implementar soluções de people analytics",
          "impacto": "Tomada de decisão baseada em dados"
        }
      ]
    },
    "linguagem_impacto": [
      "Transforme a experiência dos colaboradores do Itaú com soluções inovadoras de RH",
      "Lidere a revolução de people analytics no setor financeiro brasileiro"
    ]
  },
  "billing_info": {
    "creditos_utilizados": 1,
    "creditos_restantes": 499,
    "tipo_plano": "professional"
  }
}

Key Features

• 🎯 Real-Time Market Intelligence: Current Brazilian business context and trends
• 💼 Job Title Extraction: Professional role analysis with Brazilian market context
• 📈 Digital Footprint: Comprehensive professional profile analysis
• 🇧🇷 Structured Data: Organized output optimized for CRM integration
• ⚡ Fast Response: Quick analysis for lead qualification

Basic Endpoint

This endpoint is available on all subscription plans and costs 1 credit per request. For advanced analysis, upgrade to the CRM Complete endpoint.

Error Responses

Access Denied (403) - Tier Restriction

{
  "error": "Access denied. Your professional tier API key cannot access /crm_basico. Upgrade to CRM tier for access.",
  "error_code": "ACCESS_DENIED",
  "details": {
    "current_tier": "platform_professional",
    "required_tier": "crm_business",
    "endpoint_requested": "/crm_basico"
  },
  "billing_info": {
    "creditos_utilizados": 0,
    "creditos_restantes": 498,
    "tipo_plano": "platform_professional"
  },
  "upgrade_url": "https://tryfluence.tech/upgrade"
}

Insufficient Data (422) - Actual Response

{
  "error": "Pegada digital insuficiente para gerar relatório confiável - perfis encontrados não correspondem aos critérios de validação",
  "error_code": "INSUFFICIENT_DATA",
  "details": {
    "search_performed": true,
    "profiles_found": 6,
    "validation_issues": [
      "All found profiles failed validation - no confident matches"
    ],
    "confidence_score": 0.0
  },
  "billing_info": {
    "creditos_utilizados": 0,
    "creditos_restantes": 200,
    "tipo_plano": "complete"
  }
}

Invalid API Key (401)

{
  "error": "Invalid API key provided in X-API-Key header",
  "error_code": "INVALID_API_KEY",
  "hint": "Check that your API key is correct and active"
}

Out of Credits (402)

{
  "error": "Insufficient credits to complete request",
  "error_code": "INSUFFICIENT_CREDITS",
  "billing_info": {
    "creditos_utilizados": 1000,
    "creditos_restantes": 0,
    "tipo_plano": "crm_business",
    "renewal_date": "2025-02-15T00:00:00Z"
  },
  "upgrade_url": "https://tryfluence.tech/billing"
}

Performance

• Response Time: 2-5 seconds (profile analysis only)
• Data Sources: Public professional profiles + Brazilian business context
• Language: Native Portuguese output
• Regional Focus: Brazilian market insights
• Credits Used: 1 credit per successful request
• Credit Refunds: Automatic for errors (422, 500, 403)

Matching requirements

A public LinkedIn presence is recommended. You do not pass any profile URLs; the API uses name + company to find and validate the correct person against public professional data.