The financial management space is changing, Graham
But is your CRM data an asset or a liability in finding clients like Wealth Factory and Freshbooks?
But is your CRM data an asset or a liability in finding clients like Wealth Factory and Freshbooks?
Most CRMs are a mess — full of outdated, messy, and duplicated data.
We clean it up.
Using Clay, AI, and custom rules, we enrich your records with precision.
The result?
Smarter segmentation, faster lead routing, and a CRM your team can finally trust.
No more guesswork. Just clean, accurate data.
Only a handful of sales leaders are using automated CRM enrichment. But those who do are getting a serious edge.
To help you explore how it might support your workflow, here are a few questions:
1️⃣ How do you determine which small business accounts have the greatest potential for growth? 2️⃣ What challenges do you face in identifying the right decision-makers when engaging with your clients? 3️⃣ How do you currently assess whether a small business is ready to adopt new financial management tools?
If you’re ready for a CRM that works for you, not against you, let’s talk.
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