AI looks up company size, industry, and tech stack the moment a lead comes in, so reps walk into every call informed.
How it works
A new lead triggers an enrichment lookup; AI turns the raw data into a two-line brief and a suggested opening angle, written to the CRM.
The guardrail
It drafts, you approve — you stay in charge. Nothing goes out without your okay.
Tools that do this: An enrichment API · OpenAI · your CRM
Prompt to start with
Given [company, website], summarize in 2 lines: what they do, their size, and one likely pain point we solve. Then suggest the best opening angle for a first call.