CRM Plus

Get premium behavioral analysis enhanced with Perplexity AI insights. This endpoint provides all the features from CRM Complete plus additional real-time market intelligence, company insights, and industry trends powered by AI.

Premium Features

Everything from CRM Complete

✅ OCEAN personality scores
✅ MBTI assessment with detailed description
✅ Advanced stakeholder classification
✅ Comprehensive buyer playbooks
✅ Communication and working styles
✅ Brazil-specific market intelligence

Plus Additional AI-Powered Insights

🤖 Real-time Market Intelligence - Current industry trends and market dynamics
🤖 Company Context Analysis - Recent news, strategic initiatives, and company positioning
🤖 Competitive Landscape - Industry positioning and competitive analysis
🤖 Enhanced Pain Points - AI-identified challenges based on current market conditions
🤖 Strategic Recommendations - AI-generated engagement strategies

Endpoint

POST /crm_plus

Cost: 3 credits per request Tier Required: Complete Processing Time: 15-25 seconds (includes AI analysis)

Analyzes a single profile using name and company information with enhanced Perplexity AI insights.

Parameters

Name	Type	Required	Description	Example
primeiro_nome	string	Yes	Person's first name	`"Maria"`
ultimo_nome	string	No	Person's last name	`"Santos"`
empresa	string	Yes	Company name	`"Google Brasil"`
contexto_adicional	string	No	Additional context for AI analysis	`"Enterprise B2B sales"`

English Parameter Alternatives

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

Example Request

curl -X POST "https://api.fluenceinsights.com/crm_plus" \
  -H "Content-Type: application/json" \
  -H "x-api-key: your-api-key-here" \
  -d '{
    "primeiro_nome": "Satya",
    "ultimo_nome": "Nadella",
    "empresa": "Microsoft"
  }'

Example Response

{
  "analise": {
    "perfil_profissional": "https://profiles.example.com/satyanadella",
    "cargo": "Chairman and CEO",
    "tipo_stakeholder": "C-Level Executive",
    "localizacao_detectada": "United States",

    "scores_ocean": {
      "openness": 0.85,
      "conscientiousness": 0.88,
      "extraversion": 0.75,
      "agreeableness": 0.70,
      "neuroticism": 0.25
    },

    "tipo_mbti": "ENTJ",
    "descricao_mbti": "The Commander - Natural leader focused on efficiency and strategic vision",

    "manual_comprador": {
      "persona": {
        "titulo": "Visionary Tech Executive",
        "descricao": "C-Level leader driving digital transformation and cloud innovation"
      },
      "pontos_dor": [
        {
          "desafio": "Scaling cloud infrastructure globally",
          "impacto": "Critical for maintaining market leadership",
          "prioridade": "Alta"
        },
        {
          "desafio": "AI integration across product suite",
          "impacto": "Strategic differentiator in competitive landscape",
          "prioridade": "Alta"
        }
      ],
      "motivadores_compra": [
        {
          "texto": "Solutions that demonstrate clear ROI and scalability",
          "impacto": "Directly impacts strategic KPIs"
        },
        {
          "texto": "Enterprise-grade security and compliance",
          "impacto": "Essential for global deployment"
        }
      ],
      "estrategia_comunicacao": {
        "estilo_preferido": "Strategic and data-driven",
        "tipo_conteudo": "Executive summaries with KPIs and business impact",
        "timing_otimo": "Tuesday-Thursday, 9-11 AM",
        "canais_preferenciais": ["Email", "LinkedIn", "Executive briefings"]
      }
    },

    "ai_insights": {
      "company_context": {
        "recent_initiatives": [
          "Major AI integration across Microsoft 365 suite",
          "Expansion of Azure cloud services globally",
          "Strategic partnerships in quantum computing"
        ],
        "market_position": "Leading cloud and enterprise software provider with strong AI focus",
        "competitive_dynamics": "Competing with AWS, Google Cloud in cloud infrastructure; focus on AI differentiation"
      },
      "industry_trends": [
        "Rapid adoption of generative AI in enterprise",
        "Shift to hybrid cloud architectures",
        "Increased focus on cybersecurity and compliance"
      ],
      "enhanced_pain_points": [
        {
          "challenge": "Managing AI ethics and governance at scale",
          "context": "Critical as AI becomes more integrated in products",
          "opportunity": "Solutions that help with responsible AI deployment"
        }
      ],
      "engagement_strategy": {
        "recommended_approach": "Lead with strategic business value and ROI",
        "key_messages": [
          "Proven enterprise-scale success stories",
          "Security and compliance frameworks",
          "Long-term strategic partnership value"
        ],
        "talking_points": [
          "How your solution supports digital transformation",
          "ROI metrics from similar enterprise deployments",
          "Integration with existing Microsoft ecosystem"
        ]
      }
    },

    "linguagem_impacto": [
      "Drive strategic transformation",
      "Accelerate cloud innovation",
      "Enable enterprise-scale AI",
      "Enhance competitive positioning"
    ],

    "construir_confianca": [
      "Demonstrate deep understanding of enterprise challenges",
      "Share relevant case studies from Fortune 500 companies",
      "Provide clear ROI and success metrics",
      "Show long-term strategic vision alignment"
    ]
  },

  "billing_info": {
    "creditos_utilizados": 3,
    "creditos_restantes": 197,
    "tipo_plano": "complete"
  },

  "metadata": {
    "processing_time_ms": 18234,
    "ai_enhanced": true,
    "timestamp": "2025-01-15T10:30:00Z"
  }
}

Response Fields

Standard Fields (from CRM Complete)

All fields from CRM Complete are included, plus:

AI-Enhanced Fields

Field	Type	Description
ai_insights.company_context	object	Real-time company analysis
ai_insights.recent_initiatives	array	Current strategic initiatives
ai_insights.market_position	string	Company's competitive positioning
ai_insights.competitive_dynamics	string	Industry competitive landscape
ai_insights.industry_trends	array	Current industry trends affecting the prospect
ai_insights.enhanced_pain_points	array	AI-identified challenges with context
ai_insights.engagement_strategy	object	AI-generated engagement recommendations

When to Use

This guidance has moved to a dedicated page for all single profile endpoints.

👉 See: When to Use Each Endpoint

Code Examples

Python

import requests

API_URL = "https://api.fluenceinsights.com/crm_plus"
API_KEY = "your-api-key-here"

response = requests.post(
    API_URL,
    headers={
        "Content-Type": "application/json",
        "x-api-key": API_KEY
    },
    json={
        "primeiro_nome": "Satya",
        "ultimo_nome": "Nadella",
        "empresa": "Microsoft",
        "contexto_adicional": "Enterprise cloud sales"
    }
)

if response.status_code == 200:
    data = response.json()
    analise = data['analise']

    print(f"Profile: {analise['cargo']}")
    print(f"MBTI: {analise['tipo_mbti']}")
    print(f"\nAI Insights:")
    print(f"Market Position: {analise['ai_insights']['company_context']['market_position']}")
    print(f"\nRecent Initiatives:")
    for initiative in analise['ai_insights']['company_context']['recent_initiatives']:
        print(f"  - {initiative}")

    print(f"\nEngagement Strategy:")
    print(f"  {analise['ai_insights']['engagement_strategy']['recommended_approach']}")

    print(f"\nCredits Used: {data['billing_info']['creditos_utilizados']}")
    print(f"Credits Remaining: {data['billing_info']['creditos_restantes']}")
else:
    print(f"Error: {response.status_code}")
    print(response.json())

JavaScript/Node.js

const axios = require('axios');

const API_URL = 'https://api.fluenceinsights.com/crm_plus';
const API_KEY = 'your-api-key-here';

async function analyzePremiumProfile() {
  try {
    const response = await axios.post(
      API_URL,
      {
        primeiro_nome: 'Satya',
        ultimo_nome: 'Nadella',
        empresa: 'Microsoft',
        contexto_adicional: 'Enterprise cloud sales'
      },
      {
        headers: {
          'Content-Type': 'application/json',
          'x-api-key': API_KEY
        }
      }
    );

    const { analise, billing_info } = response.data;

    console.log(`Profile: ${analise.cargo}`);
    console.log(`MBTI: ${analise.tipo_mbti}`);
    console.log('\nAI Insights:');
    console.log(`Market Position: ${analise.ai_insights.company_context.market_position}`);

    console.log('\nRecent Initiatives:');
    analise.ai_insights.company_context.recent_initiatives.forEach(initiative => {
      console.log(`  - ${initiative}`);
    });

    console.log('\nEngagement Strategy:');
    console.log(`  ${analise.ai_insights.engagement_strategy.recommended_approach}`);

    console.log(`\nCredits Used: ${billing_info.creditos_utilizados}`);
    console.log(`Credits Remaining: ${billing_info.creditos_restantes}`);

  } catch (error) {
    console.error('Error:', error.response?.data || error.message);
  }
}

analyzePremiumProfile();

Processing Time

Endpoint	Average Time	Max Time
CRM Basic	5-8 seconds	12 seconds
CRM Complete	8-12 seconds	18 seconds
CRM Plus	15-25 seconds	35 seconds

Performance Note

CRM Plus takes longer due to real-time AI analysis and market intelligence gathering. For time-sensitive applications, consider using CRM Complete.

Error Responses

Same error codes as CRM Complete, plus:

AI Service Unavailable (503)

{
  "error": "AI service temporarily unavailable",
  "error_code": "AI_SERVICE_UNAVAILABLE",
  "fallback": "Analysis completed with CRM Complete data",
  "billing_info": {
    "creditos_utilizados": 2,
    "creditos_restantes": 198
  }
}

Note: If AI service is unavailable, you'll receive CRM Complete analysis and only be charged 2 credits instead of 3.

Best Practices

1. Use Contexto Adicional

{
  "primeiro_nome": "Satya",
  "ultimo_nome": "Nadella",
  "empresa": "Microsoft",
  "contexto_adicional": "Enterprise cloud infrastructure, cybersecurity focus, Q4 budget cycle"
}

The AI uses this context to provide more targeted insights.

2. Cache Results

Premium insights remain relevant for 30-60 days. Cache results to avoid duplicate API calls:

import time
from datetime import datetime, timedelta

cache = {}

def get_premium_analysis(name, company):
    cache_key = f"{name}_{company}"

    if cache_key in cache:
        cached_data, cached_time = cache[cache_key]
        if datetime.now() - cached_time < timedelta(days=30):
            return cached_data

    # Call API
    result = call_crm_plus_api(name, company)
    cache[cache_key] = (result, datetime.now())

    return result

3. Strategic Use Cases

Reserve CRM Plus for:

Accounts > $100K annual contract value
C-level decision makers
Complex enterprise sales
Strategic partnerships
High-stakes negotiations

Comparison Table

Feature	Basic	Complete	Plus
Credits	1	2	3
OCEAN Scores	❌	✅	✅
MBTI	❌	✅	✅
Buyer Playbook	Basic	Advanced	Advanced
AI Market Intelligence	❌	❌	✅
Company Insights	❌	❌	✅
Industry Trends	❌	❌	✅
Engagement Strategy	❌	❌	✅
Processing Time	5-8s	8-12s	15-25s

CRM Plus

Premium Features​

Everything from CRM Complete​

Plus Additional AI-Powered Insights​

Endpoint​

Parameters​

English Parameter Alternatives​

Example Request​

Example Response​

Response Fields​

Standard Fields (from CRM Complete)​

AI-Enhanced Fields​

When to Use​

Code Examples​

Python​

JavaScript/Node.js​

Processing Time​

Error Responses​

AI Service Unavailable (503)​

Best Practices​

1. Use Contexto Adicional​

2. Cache Results​

3. Strategic Use Cases​

Comparison Table​

Next Steps​