The accountancy practices space is changing, Paul
But is your CRM data an asset or a liability in finding clients like Beancounter Accountancy Services and Braywood?
But is your CRM data an asset or a liability in finding clients like Beancounter Accountancy Services and Braywood?
Most CRMs are a mess — full of outdated, messy, and duplicated data.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 currently assess the risk factors that your clients face during HMRC investigations? 2️⃣ When considering new accounts, what insights help you determine if they are a good fit for your tailored protection schemes? 3️⃣ How do you engage with stakeholders in your clients' firms to ensure comprehensive coverage and alignment on financial risks?
If you’re ready for a CRM that works for you, not against you, let’s talk.
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