The charity it space is changing, Lee

But is your CRM data an asset or a liability in finding clients like When You Wish Upon a Star and Stewarts Plumbing?

Device frame

Ever wondered why CRM data is so bad?

Most CRMs are a mess — full of outdated, messy, and duplicated data.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. 

A few questions, Lee

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 currently assess the IT needs of your nonprofit clients to ensure you're providing the most relevant solutions? 2️⃣ What challenges do you face when trying to identify key decision-makers within the organizations you serve? 3️⃣ How do you determine which accounts are ready for a technology upgrade versus those that require more foundational support?

If you’re ready for a CRM that works for you, not against you, let’s talk.