But is your CRM data an asset or a liability in finding clients like current clients?
Most CRMs are a mess — full of outdated, messy, and duplicated data.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 legal exposure of your landlord clients when presenting your services? 2️⃣ What insights guide your team in identifying which landlords are most likely to require legal protection? 3️⃣ How do you manage the complexities of communicating insurance terms to clients with varying levels of legal knowledge?
If you’re ready for a CRM that works for you, not against you, let’s talk.
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