US 12,469,039 B2
Systems and methods for facilitating business prospecting in a tiered software framework
Reshma Kris M., Madurai (IN); Pranoy Sarkar, Sonitpur (IN); William Chase Buckner, Doylestown, PA (US); Aaditya Agarwal, Gurugram (IN); Shaun Clark, Eugene, OR (US); Robin Alex, Dallas, TX (US); and Varun Vairavan, Doha (QA)
Assigned to HighLevel Inc.
Filed by HighLevel Inc., Dallas, TX (US)
Filed on Sep. 19, 2023, as Appl. No. 18/469,702.
Prior Publication US 2025/0095011 A1, Mar. 20, 2025
Int. Cl. G06Q 30/0204 (2023.01); G06F 3/0482 (2013.01); G06F 3/04817 (2022.01)
CPC G06Q 30/0205 (2013.01) [G06F 3/04817 (2013.01); G06F 3/0482 (2013.01)] 20 Claims
OG exemplary drawing
 
1. A method for automatically facilitating business prospecting in a tiered software framework, the method comprising:
providing a user interface (UI) in a first computing device, the UI comprising a first UI element selectable by a user associated with an account in the tiered software framework;
responsive to the user selecting the first UI element, performing operations in a second computing device, the operations comprising:
automatically searching external networks for prospects of interest to the user;
responsive to finding a prospect, automatically querying third-party databases through corresponding third-party application programming interfaces (APIs), collecting third-party data about the prospect from the third-party databases, and storing the third-party data in the tiered software framework;
retrieving historical data associated with all accounts in the tiered software framework;
identifying criteria from the historical data, the criteria indicative of conversion of prospects to customers and relevant to the user based on information in the user's account; and
analyzing the stored third-party data about the prospect according to the identified criteria to generate analysis results;
responsive to generating the analysis results, transforming, by a data visualizer in the second computing device, a subset of the analysis results into a first report comprising an array of rows and columns, wherein:
the subset is selected based on criteria of interest to the user as determined from information in the user's account, and
the prospect is listed in one of the rows and the subset of the analysis results is listed as icons in the corresponding columns;
displaying the first report in a first window of the UI in the first computing device, wherein the displaying causes the rows in the array to be selectable with a second UI element;
responsive to the user selecting the prospect in the first report with the second UI element, transforming, by the data visualizer in the second computing device, the analysis results into a second report;
displaying the second report in a second window of the UI in the first computing device, wherein the displaying causes a portion of the analysis results to be hidden but selectable with a third UI element; and
responsive to the user selecting the hidden portion with the third UI element, causing the hidden portion to be visible in the UI in the first computing device.