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    FREE GUIDE

    The Value of Introhive Before You’re Ready for a CRM

    Any CRM journey starts with your data. Learn how leading firms are centralizing, enriching, and activating relationship data before a CRM rollout to drive faster results and smarter growth.
    White Introhive hexagon Free Guide for CRM success White Introhive hexagon CRM ready improve relationship visibility White Introhive hexagon Testimonials hear what our customers have to say

    What is contact management software – and why it’s the foundation for CRM success

    Contact management software helps organizations organize, enrich, and access relationship data, but not all platforms are created equal. For firms still operating without a CRM, the right contact management solution can solve today’s visibility and data quality challenges, while laying the foundation for future CRM adoption.

    Learn how firms are using contact management strategies to:

    • Streamline marketing and BD workflows by unifying contact data
    • Identify hidden relationships and reduce duplicated outreach
    • Preserve institutional knowledge during turnover or M&A
    • Build a clean, structured data foundation that supports CRM readiness

    Whether your organization is preparing for CRM or just trying to get more from the data you already have, this guide will help you take the next step.

    The Value of Introhive Before You’re Ready for a CRM Guide Cover
    Introhive’s contact management capabilities: interactive Storylane demo

    Ready to see what better contact management really looks like?

    We’ve introduced powerful new enhancements to Introhive’s contact management capabilities, giving firms the ability to automatically centralize, enrich, and maintain high-quality contact data, with zero CRM dependency.

    “The return has been remarkable.”

    See how professional services leaders are applying customer intelligence to their digital transformation strategies to unlock growth, while strengthening client relationships during uncertain economic times.

    “It almost seemed too good to be true.”
    See how other industry leaders are applying customer intelligence to their digital transformation strategies to unlock growth, while retaining customers during uncertain economic times.
    Introhive | introhive trusted by laing orourke | The Value of Introhive Before You’re Ready for a CRM
    With more than 100,000 professionals in over 100 countries, CBRE is the global leader in commercial real estate services and investment. Learn how Introhive helps CBRE identify the companies they didn’t know they had a relationship with, the services they could offer and deploy to those companies and understand where relationship gaps are with current and prospective customers to help find, win and grow business.
    LBMC Logo
    “It almost seemed too good to be true.”
    View all videos 
    Since adding Introhive’s Customer Intelligence to their CRM, LBMC has seen several positive outcomes for their firm in the areas of technology adoption, data accuracy and relationship intelligence.rnrnLBMC is the number one professional services firm in Tennessee and within the top 35 in all of the United States. They are a client-focused organization, rooted in entrepreneurialism and growing with their clients. Data collection is a huge part of their growth strategy, and as a fast-growing firm, they were facing a couple of significant business challenges.rnrnLearn how Introhive’s customer intelligence platform was the solution.
    Rehmann
    Learn how Introhive’s customer intelligence platform is a game-changer for Rehmann and what they’re excited for next.rnrnRehmann is a fully integrated financial services and business advisory firm that provides accounting and assurance, business solutions and outsourcing, specialized consulting, and wealth management services. For 80 years, Rehmann has provided forward-thinking solutions to their clients.
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    Evelyn Partners logo
    “Implementing Introhive was one of the simplest we’ve come across.”
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    Laing Orourke Logo
    “It almost seemed too good to be true.”
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    freshfields
    “We now have a 97% data accuracy rate for our CRM systems which is pretty unique.”
    YouTube player
    avison young logo
    “The biggest win? Everything is in one place. It’s simple, accessible, and insightful.”
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    Kingsley_napley-logo
    “It’s up to date, it’s timely, it’s clean, it’s correct, it’s frictionless and it doesn’t require the fee earners or the admin support to put any manual effort into the process.”
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    Haysmac-logo
    “It’s far easier to sell to someone where you have a warm relationship versus a cold one. The insights we get from Introhive add real value to our firm.”
    “It almost seemed too good to be true.”
    See how other industry leaders are applying customer intelligence to their digital transformation strategies to unlock growth, while retaining customers during uncertain economic times.
    View all videos 
    Introhive | introhive trusted by laing orourke | The Value of Introhive Before You’re Ready for a CRM
    With more than 100,000 professionals in over 100 countries, CBRE is the global leader in commercial real estate services and investment. Learn how Introhive helps CBRE identify the companies they didn’t know they had a relationship with, the services they could offer and deploy to those companies and understand where relationship gaps are with current and prospective customers to help find, win and grow business.
    LBMC Logo
    Since adding Introhive’s Customer Intelligence to their CRM, LBMC has seen several positive outcomes for their firm in the areas of technology adoption, data accuracy and relationship intelligence.rnrnLBMC is the number one professional services firm in Tennessee and within the top 35 in all of the United States. They are a client-focused organization, rooted in entrepreneurialism and growing with their clients. Data collection is a huge part of their growth strategy, and as a fast-growing firm, they were facing a couple of significant business challenges.rnrnLearn how Introhive’s customer intelligence platform was the solution.
    Rehmann
    Learn how Introhive’s customer intelligence platform is a game-changer for Rehmann and what they’re excited for next.rnrnRehmann is a fully integrated financial services and business advisory firm that provides accounting and assurance, business solutions and outsourcing, specialized consulting, and wealth management services. For 80 years, Rehmann has provided forward-thinking solutions to their clients.

    Get started with Introhive!

    Request a demo to learn how your company can become more customer intelligent.

    CRM leads

    FAQs about contact management and CRM readiness

    Why is contact management important before investing in a CRM?

    Understanding what contact management software is—and how it functions in a pre-CRM environment—is critical for firms looking to improve data quality and relationship visibility. Contact management software helps professional services firms centralize and organize relationship data, but its value goes beyond storage.

    Before implementing a CRM, firms need clean, structured, and enriched contact data. Without that foundation, CRM rollouts often face delays, poor adoption, and limited ROI. By unifying data and surfacing relationship insights early, firms set themselves up for faster, more effective CRM implementation down the line.


    Why is fragmented contact data a major barrier to CRM success and relationship-driven growth?

    When contact data is fragmented across spreadsheets, personal inboxes, and individual calendars, firms encounter major obstacles to executing marketing and business development initiatives. Even seemingly straightforward efforts, such as building an event invitation list for a specific client segment in a particular city, can become surprisingly complex and time-consuming. Without centralized, structured data, teams are forced to manually compile lists, verify relationships, and reconcile duplicate or outdated information. This not only creates operational inefficiencies, but also leads to missed revenue opportunities, inconsistent client experiences, and reduced agility in responding to market shifts or executing post-merger integrations. 

    Fragmentation also severely undermines CRM adoption by introducing incomplete, inaccurate, or siloed information into the system. By implementing a centralized contact management solution early, firms can eliminate these barriers, accelerate relationship-driven growth, and lay a strong foundation for CRM success.


    How can professional services firms manage contact data without a CRM?

    Many firms delay CRM adoption due to cost, complexity, or internal resistance—but that doesn’t mean they have to operate in the dark. With tools like Introhive’s contact management solution, firms can automatically capture contact and relationship data from platforms they already use (like Outlook or Google Workspace), enrich records with firmwide insights, and maintain data quality—without a full CRM system. This allows teams to build accurate outreach lists, discover warm relationships, and collaborate more effectively, all without taking on CRM overhead.

    Team meeting around a table, illustrating how contact management software helps firms organize relationship data before CRM implementation.

    Revolutionizing Relationship Intelligence: Preview and try our latest features - Ask Introhive & Signals See Them in Action