US & Canada: (866) 824-5452CRM Data Automation
Capture and update every contact, company and activity, automatically. Drive your business forward equipped with a complete and accurate system of record that positions your firm for greater operational efficiency and relationship success.
Overcome data silos & CRM adoption issues
Relationships are the backbone of your business. Understanding, managing, and communicating effectively with your clients and prospects is the key to success.
But achieving this without a complete and accurate view of your firm’s contacts can be challenging. Introhive’s CRM Data Automation solutions are designed to address these challenges head-on.
But achieving this without a complete and accurate view of your firm’s contacts can be challenging. Introhive’s CRM Data Automation solutions are designed to address these challenges head-on.
No more data entry
Free up billable time and automatically establish and maintain a complete and accurate record of contacts, companies, communications, and meetings to reveal the lifeblood of your business.
One view of all your firm’s contacts
Discover the hidden potential within your firm’s data. Introhive automatically surfaces 50-70% more client contacts that were previously untracked, helping you build a complete view of your entire network. Fuel your Marketing and Business Development initiatives with these uncovered relationships, delivering rich data for segmentation, campaign targeting, and warm introductions.
Increase your CRM’s value
Maximize your CRM investment by transforming it into the system of record it was designed to be. Introhive’s seamless integration automates data capture and updates, enriching your CRM with accurate, complete, and actionable relationship insights. Deliver superior ROI while ensuring your CRM stays clean, up-to-date, and a source of competitive advantage.
How it works
Introhive’s data automation capabilities seamlessly integrate with your email and calendar systems to securely centralize, consolidate, and enrich your contact and relationship data. By automatically capturing and maintaining up-to-date information, Introhive eliminates silos and manual effort, providing a single, reliable source of truth.
With proactive enrichment and continuous maintenance, your organization can trust that your data is always accurate, relevant, and ready to fuel smarter decision-making and stronger business relationships.
With proactive enrichment and continuous maintenance, your organization can trust that your data is always accurate, relevant, and ready to fuel smarter decision-making and stronger business relationships.
Key features
Smart sync
Introhive automatically identifies, tracks, and syncs the right contacts and activities into your CRM based on your specific business needs. Customize what gets added, ensuring only the most relevant and valuable data is captured.
Sync digest
Provide relationship owners with a comprehensive, automated recap of all recent activities, including calls, meetings, emails, and new or updated contacts. Seamlessly organize and map complete and accurate contact and activity data to your CRM, ensuring data accuracy while keeping teams aligned and up to date with minimal manual effort.
Cleanse
Proactively identify and address missing, outdated, duplicated, and stale records within your CRM contact data, ensuring data integrity and optimizing data quality effortlessly. Easily manage changes across multiple CRMs and technologies to ensure data quality remains high across your CRM ecosystem. Empower teams across your organization with a source of truth that can be used as a trusted input for informed decision making.
CASE STUDY
Howard Kennedy LLP
The firm was working with out-of-date, unmanaged, siloed information from around the firm to manage marketing and business development efforts. There was a real need to put the infrastructure in place to resolve all of those disparate processes. We needed to be able to market consistently, with accurate, up- to-date information, in a system that allowed us to do that efficiently.
DARYL ATKINSON
Director of Business Development & Marketing
Howard Kennedy LLP
Director of Business Development & Marketing
Howard Kennedy LLP
Get started with Introhive
Learn how Introhive can help transform your client data into actionable intelligence to accelerate growth and strengthen relationships.