The commercial property space is changing, Lee

But is your CRM data an asset or a liability in finding clients like Cedar Real Estate Developments and Cedar Tree Pre-School?

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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Most CRMs are a mess — full of outdated, messy, and duplicated data.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 identify the specific tax reliefs available to each of your commercial property clients? 2️⃣ What signals do you look for to determine if a property owner is ready to optimize their capital allowance claims? 3️⃣ How do you manage the complexities of engaging multiple stakeholders when discussing potential tax savings?

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