Best CRM for data enrichment in 2024

As someone focused on data enrichment, managing and organizing vast amounts of data while ensuring it's up-to-date and actionable can be a major challenge. A Customer Relationship Management (CRM) system that supports data enrichment can help you streamline this process by centralizing your contact information, automating data updates, and providing valuable insights into your leads and customers. With the right CRM, you can enhance the quality of your data, improve decision-making, and make your outreach efforts more effective.
In this blog post, we’ll explore the best CRM options for data enrichment, focusing on tools that will help you keep your data clean, accurate, and ready to drive business growth.

What is data enrichment?

Data enrichment lets you populate contact details through third-party sources without leaving the app. It can fill in the missing gaps when it comes to email addresses, company, job title and URLs. It can also help you enhance the information you already have about a business contact. 

This means that if you already have existing information about someone such as their:

• First name, last name
• Email address
• Phone
• Company name
• Company location

Data enrichment would be able to enhance this information and add the following:

• LinkedIn profile link
• Company headcount
• Company location
• Company industry

Why you need a CRM

A CRM is essential for any founder looking to enhance customer data and leverage data analytics for business growth.

Challenges without a CRM

If you're using a data enrichment tool, you'll need a central platform where you can keep your contacts and your new data in one place. Without a CRM, there are a few challenges you may experience.

• Disorganization: Scattered data across multiple platforms leads to inefficiencies.
• Missed opportunities: Inability to track customer interactions results in lost sales.
• Inefficient processes: Manual data entry and management consume valuable time.
• Lack of insight: Limited visibility into customer behaviors and preferences hampers decision-making.
• Inconsistent communication: Disjointed communication efforts reduce customer satisfaction.

Benefits of CRM data enrichment

There are a lot of benefits to be reaped. Especially if you find a CRM that has a built in data enrichment platform. From saving time to minimizing interruptions to your workflow, we look into a few benefits below.

• Boost productivity and save time: It can be time consuming to manually keep someone's customer data and company data up to date. Especially if you're not sure they have social media profiles. Automating this means that you'll be able to get access to good external data points and get the time back to focus on actionable insights.
• Better lead scoring and outreach: You can't build meaningful customer relationships if you've got access to inaccurate data sets. Bad data can influence your lead scoring and marketing efforts. Data enrichment can give you access to enhanced customer information in no time so you can get some valuable insights from your data types.
• Improve customer experiences: Good data quality can help drive sales and customer experiences by enhancing your understanding of customers and potential customers. This way, you can provide a more personalized experience which is useful whether you're in sales, marketing or customer service.  
• Informed decision making: If your sales teams gets a lot of leads, having access to relevant information can help them make a more informed decision on who to prioritize. If you're an early stage startup, you can also use the added information you get from data enrichment to help build a picture of your ideal customer.
• Uninterrupted workflow: The biggest benefit of having a CRM enrichment feature is having all your contact information in one place. On top of the ability to enrich anyone's contact details. This means your team will have access to all of the relevant data without having to continuously switch context each time they need to do any data cleansing or enriching. That's more time back for the top priorities for your business needs.

Data enrichment best practices for B2C and B2B companies

New data is often created as people move jobs, across country or get promoted. Below are two easy to follow best practices when it comes to data enrichment so you can stay up to date.

1. Don't make it a one time update

Whether or not you're after B2C or B2B data enrichment, make sure you get in the habit of blocking time out to use the data enrichment tool daily. This way, if a contact changes jobs and their email addresses, job titles and phone numbers change along with it, you're likely to have all the up-to-date information you need.

2. Don't do it manually

Apart from being time consuming, enriching data manually can also take you away from high priority tasks and lead you to poor external data sources that could be outdated. That's why using a data enrichment tool to automate this process is the best way forward to get accurate third party data. Useful for both your sales team and marketing teams.

How to evaluate and choose a CRM

With a lot of CRMs to choose from, it can be hard to figure out which CRM system aligns with your existing tech stack and provides the best data enrichment feature. To help you with your decision making process, we've suggest the following.

1. Define your requirements

When looking for the best CRM for data enrichment, start by identifying the key features that align with your business goals. Essential features might include automated data collection, integration capabilities with third-party data sources, and advanced analytics tools. Pinpointing these requirements will streamline your search and ensure you select a CRM that enhances your customer data effectively.

Key features of a CRM for data enrichment

• Automated processes: Streamlines tasks by automating repetitive workflows, freeing up valuable time for your team to focus on strategic initiatives. Automation ensures that no lead or customer falls through the cracks, enhancing overall efficiency.
• Contact enrichment: Automatically finds leads, customer details, and investment opportunities, including email addresses and other contact information. This feature significantly boosts your data quality, enabling more personalized and effective communication strategies.
• Structured pipeline: Tracks leads, customers, and investment opportunities through well-defined stages. This structured approach ensures clarity and effectiveness in your sales and investment processes, helping you to prioritize and manage opportunities better.
• Email sequences: Increases communication efficiency with customizable follow-up templates and automated sequences. This feature ensures timely and consistent outreach, which can significantly improve engagement rates and conversion.
• LinkedIn connection: Seamlessly imports leads, customers, and investment opportunities from LinkedIn, integrating them directly into your CRM. This feature not only saves time but also ensures that all your LinkedIn conversations are tracked and managed within a single platform.
• Analytics: Provides essential data analysis and predictive insights, allowing for better planning and decision-making. With robust reporting and forecasting tools, you can track performance metrics, identify trends, and make data-driven decisions to drive growth.

2. Budget considerations

Budgeting can be tricky to manage – but balancing cost and return on investment is crucial. While a more expensive CRM might offer advanced data enrichment features, it's important to assess whether these features will deliver measurable benefits for your startup. Look for platforms that offer flexible pricing plans or trial periods so you can evaluate their effectiveness without a substantial upfront investment.

3. Selection process

Researching and choosing the right CRM system involves several steps. Begin by compiling a list of potential vendors known for their data enrichment capabilities. Read customer reviews, request demos, and consult industry reports. Engage with vendors to understand their support services, customization options, and how their CRM aligns with your specific data enrichment needs.

4. Get a demo

Before committing to a CRM, it's crucial to see it in action. A demo can provide you with a hands-on experience of the tool's features and functionalities. This allows you to assess whether the CRM aligns with your data enrichment needs. Get started with a demo of folk to explore how it can enhance your customer data and streamline your processes.

Top 3 CRMs with the best data enrichment tools

1. folk 

Best for: all-in-one CRM

folk is an all-in-one CRM that can help you nurture business relationships across several key business functions including sales, marketing, recruitment, fundraising, investing and more. It's loved for its Notion-like features making it one of the easiest CRMs to use on the market. They've partnered with Apollo.io, Dropcontact and Clearbit to bring their users best in class data enrichment software directly in the CRM.

Key features

• 1-click enrichment: Expect access to all your contact information and easy one click data enrichment tool so you have everything you need at your finger tips.
• Pipeline management: Choose from a listicle view or Kanban-board style and customize the pipeline to align with your unique internal sales cycle.
• Contact management: Create unique lists and have oversight
• Contact sync: Sync all your contacts from multiple platforms into folk including Gmail, Outlook and social media platforms such as LinkedIn, Facebook and Instagram.
• Mail merge: Create sequences within folk and make use of their AI function 'Magic Field' to save time while personalizing every touch point.

Price and plans

You can try folk for free with a 14 day free trial. After that, a monthly or annual subscription plan is as follows.

• Standard: $20 per user, per month.
• Premium: $40 per user, per month.
• Custom: Starts from $80 per user, per month.

2. Zoho 

Best for: Sales teams

Zoho is a CRM platform with a strong sales support features. It can hep with sales process management, workflow automation and journey orchestration. There are also some features that supports marketing teams including event management and customer segmentation.

Pros

• Sales-driven contact management: Provides a dashboard for sales and support teams to keep an eye on support tickets that come through.
• Built-in sales assistant: 'Zia' helps to predict sales and write emails.
• Data enrichment: Choose which fields you want to enrich, or choose to deactivate the data enrichment feature altogether.

Cons

• Complicated data enrichment process: Users need to use Zia to access their data where they can choose which fields will be mapped with their Zoho CRM and are subject to a monthly limit of data enrichment.
• Sales-centric user experience: Zoho's UX is easy to understand if you have a sales background, but might require a steep learning curve if you're brand new to sales as you need knowledge on sales cycle, forecasting and pipelines.
• Price and plans: Annual standard price plan starts from $14.55 a month per user, and goes up to $51 a month per user. There are four options to choose from depending on what your goal is. Bundles are a more advanced option for those who want full integration and comes in two different tiers. A premium bundle comes in at a steep price of $57 a month per user.
  

Price and plans

Zoho’s free plan is limited to three users. After that, for more features and seats, an annual subscription plan is as follows.

• Standard: $14 per user, per month.
• Professional: $23 per user, per month.‍
• Enterprise: $40 per user, per month.

3. Copper

Best for: G-mail users

Not one for Outlook users, Copper CRM leverages your Google Workspace and turns your Gmail inbox into a CRM.

Pros

• Integrations: Seamlessly integrates with other platforms including Google Calendar, Google Drive, Google Sheets and Gmail accounts.
• User friendly: For anyone using Gmail for their business, Copper provides a lightweight CRM that is easy to use for those familiar with the Google interface.
• Track deals: Get an overview of sales activity from your inbox and prioritize leads by value amounts.

Cons

• Limited to Google: Copper's specialism keeps Outlook users out of the picture.

Price and plans

Copper's annual subscription plan is as follows.

• Starter: $12/seat/month.
• Basic: $29/seat/month.
• Professional: $59/seat/month.
• Business: $134/seat/month.

Conclusion

Automating your data enrichment process can help you save time and create an uninterrupted workflow. Especially if you invest in a CRM where you can store all your contact information and keep these up to date without having to continuously switch context. While Zoho and Copper offer useful CRM features, folk stands out as the ideal choice for those who need an all-in-one CRM that has data enrichment. Its flexibility and customizable workflows make it easy to gather, organize, and enhance contact data, ensuring you get the most out of every interaction. folk’s emphasis on relationship management and data organization makes it particularly well-suited for teams looking to enrich their datasets, providing a streamlined and efficient solution for boosting the quality and effectiveness of your data. Try folk today, free.

Need a helping hand? Use our free tool to find your perfect CRM match.

Frequently Asked Questions

What do teams who need data enrichment use as a CRM?

Teams focused on data enrichment typically explore CRMs like folk, Zoho, and Copper to enhance and organize their contact data efficiently.

Do I need a CRM?

Yes, a CRM is essential if your team is managing a large volume of contacts and needs to enrich that data to make it more actionable.

How does folk's CRM help busy teams who need help with data enrichment?

folk’s CRM helps busy teams with data enrichment by providing a user-friendly platform that simplifies the entire process:

• Customizable workflows: folk allows teams to create personalized workflows to capture, organize, and enrich contact data efficiently.
• Automated data enrichment: folk can automate data enrichment tasks, helping you update contact information, categorize data, and add relevant insights with minimal manual input.
• Collaboration: folk’s real-time collaboration features enable teams to work together on data enrichment, ensuring that everyone has access to the most up-to-date and accurate information.
• Relationship management: folk not only enriches data but also helps you manage and nurture relationships by tracking every interaction and offering insights to improve engagement.

For busy teams focused on maximizing the quality and utility of their data, folk provides the right mix of automation, flexibility, and ease of use to stay on top of data enrichment efforts effectively.

More resources

• Learn how to leverage 1-click data enrichment in folk
• folk CRM