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CRM enrichment


VIEW YOUR PROSPECTS
LIKE PEOPLE, NOT ROBOTS

Use Crystal to enrich your CRM contacts with accurate, detailed personality
insights.

Request a Demo



RICH PERSONALITY DATA IS NOW AT YOUR FINGERTIPS

We integrate with Salesforce & HubSpot and support direct enrichment into other
CRM platforms via API and CSV file uploads.

Speak with Sales
SEGMENTATION


ADVANCED SEGMENTATION BY PERSONALITY

Create lists and start segmenting contacts with newly available personality
dimensions - like primary DISC type, full DISC type, personality traits, and
more.

Contact Sales

SEQUENCES


PERSONALIZED SEQUENCES FOR MORE EFFECTIVE OUTREACH

Create personality-based email templates and send tailored messages to different
personality segments.

Contact Sales

lead routing


A SMARTER WAY TO ROUTE LEADS

Leverage personality data to match your prospects with a sales rep or CSM who is
most likely to “click” with them on a personal level.

Contact Sales

BUYER PERSONAS


ACCURATE BUYER PERSONAS USING LIVE PERSONALITY DATA

Use personality data alongside traditional data - like job title, industry, and
company size - to build accurate and complete buyer personas.

Contact Sales

CUSTOM REPORTS


CREATE CUSTOM REPORTS WITH NEW PERSONALITY DIMENSIONS

Use new personality dimensions alongside existing CRM properties to build
personality-based reports.

Contact Sales

get started


WANT TO LEARN MORE ABOUT OUR PLATFORM?


SCHEDULE A QUICK 15-MINUTE MEETING WITH OUR TEAM TO GET MORE INFORMATION ON
PRODUCT, PRICING, INTEGRATIONS, AND MORE.

Schedule Your Demo

GETTING STARTED


HOW OUR CRM ENRICHMENT WORKS

ENRICH PERSONALITY DATA INTO YOUR CRM CONTACTS.

Use personality data alongside traditional data - like job title, industry, and
company size - to build accurate and complete buyer personas.

OPTIMIZE THE MATCH RATE & ACCURACY OF CRYSTAL'S TOOLS.

Enriching your CRM contacts with personality data helps your sales team get
faster, more accurate insights from Crystal’s Writing Assistant, Chrome
Extension, Playbooks, and our other personality tools.

SEAMLESSLY EMBED EMPATHY INTO YOUR SALES PROCESS.

When personality data lives natively in the CRM, sales teams are conditioned to
think about prospects in a more personal, human way. Continuous reinforcement is
key to driving behavior change.


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