Win work

CRM enrichment

Keep people and organizations accurate without rebuilding your CRM.

Refresh contact and organization records from LinkedIn touchpoints, imports, and enrichment—so relationship context stays current without turning your team into CRM operators.

Open contacts

01Capabilities

Everything you need

Built for review and follow-through—not a passive database.

01.1

Start from relationships you already have

Most firms do not need a rip-and-replace CRM—they need accurate records where pursuit work already happens.

Import contacts from CSV or supported LinkedIn connection exports
Organize by client, prospect, referral, and collaborator—not generic sales stages
Keep notes and relationship type beside the person, not in a disconnected profile

01.2

Enrich without losing provenance

Updates should be reviewable so principals trust what changed and why.

Enrich people and firms with provider-backed and public context where supported
See what was automated versus what a teammate confirmed
Avoid silent overwrites that break trust in the relationship record

01.3

Keep the network operational

Enrichment matters when it improves the next touch, not when it fills empty CRM fields.

Spot stale records before an opportunity goes cold
Tie enriched contacts to pursuits, tasks, and meeting prep
Use extension workflows to capture context while you are already in email or LinkedIn