Reps qualifying on the move
Text a name and a company before the meeting and get the title, headcount and funding back, instead of walking in cold.
Connect Apollo, ZoomInfo, Clearbit, Lusha or Hunter so a name and a domain come back as a full record — job title, company size, direct line — without anyone opening a data tool.
Enrichment tools are bought by ops and used by almost nobody else. The rep who actually needs the data is in a car park before a meeting, or halfway through writing an email, and the enrichment sits behind a login they have not touched in months.
Texting closes that gap. Send a name and a company, and the agent queries the providers you already pay for, merges what comes back and answers in the thread. It can write the enriched record straight to your CRM at the same time, so the data lands where the team will actually see it.
Because several providers are connected at once, the agent can fall back — if one has no direct dial it tries the next — which is the thing nobody does manually because it means opening three tabs.
Text a name and a company before the meeting and get the title, headcount and funding back, instead of walking in cold.
Enrich in the flow of work rather than in a batch job, and have the result written to the CRM record as it happens.
Put the data you already pay for in the channel the team actually uses, and watch usage go up without another training session.
Connect the company enrichment accounts once and everyone on the number draws from the same credits and the same providers — which is also how you keep usage in one place.
Each rep connects their own seat, so lookups run against their allowance and their permissions rather than a shared pool nobody is accountable for.
The same agent, asked different things by different people on the team.
Send a name and a domain, get title, headcount and recent funding back in the thread while you are still walking in.
Ask who owns a function at a company and get names rather than a generic info@ address.
The enriched record lands on the contact as it is found, so nobody re-keys it and nothing is lost.
Enrichment you already pay for becomes usable from a text, which is the only interface the field team reliably opens.
Before replying to a cold enquiry, ask whether the company is real, how big it is and who is asking.
Each customer connects their own provider seat, and your agent returns enriched data without you reselling anyone else’s API.
Yes, and that is much of the value. Connect several and the agent can merge results or fall back when one has no match, which nobody does manually because it means three tabs.
Whichever account is connected. One shared company account draws from a single pool; each rep connecting their own seat keeps usage and cost attributable per person.
It can be written straight to the connected CRM as the agent finds it, so it lands on the record rather than living in a text thread.
Apollo.io, ZoomInfo, Clearbit, Lusha, Hunter.io, RocketReach, PeopleDataLabs, FullContact, UpLead, Crunchbase, Pitchbook and others.
Pick a model, write a prompt, connect the tools it needs, and go live in the blue bubble — no code required.