The hospitality finance space is changing, Matt
But is your CRM data an asset or a liability in finding clients like Pi Pizza and Devour Bakery?
But is your CRM data an asset or a liability in finding clients like Pi Pizza and Devour Bakery?
Most CRMs are a mess — full of outdated, messy, and duplicated data.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 What challenges do you face when identifying which locations or chains require immediate financial oversight? 2️⃣ How do you currently assess the readiness of your clients to adopt more streamlined accounting solutions? 3️⃣ In your experience, what makes it difficult to prioritize accounts based on their specific financial management needs?
If you’re ready for a CRM that works for you, not against you, let’s talk.
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