CRM enrichment | Well

Tasks

Helio Systems, enriched from real business data. No manual entry.

• Verify enriched firmographics
• Confirm the primary contact
• Link the bank accounts
• Review payment terms

CRM built on financial truth

Your contacts, companies, and deals — enriched with real invoice data, payment history, and revenue attribution. No manual entry.

Your CRM knows names. It doesn't know who actually pays.

CRMs miss financial relationships. Contact data decays the moment it's entered. Revenue attribution is a guess — built on manual input that nobody maintains.

A CRM that fills itself with financial truth

Enriched company profiles

Firmographics, tax IDs — auto-filled.

• Company details are populated from invoices, bank data, and public registries — no manual data entry.
• Tax IDs, addresses, and legal names stay current because they come from real financial documents.

Financial relationship view

Invoices, transactions, and payments per company.

• Every invoice, payment, and transaction linked to a company — visible in one timeline.
• See outstanding amounts, payment terms, and historical spend without leaving the profile.

AI-powered insights

Top clients by actual revenue. Payment pattern analysis.

• AI ranks your clients by real revenue — not deal stages or pipeline guesses.
• Payment behavior patterns surface automatically: who pays fast, who pays late, who's slowing down.

Quarterly review prep: 30 minutes to 2

An account manager opens the enriched profile, sees business data instantly, and AI flags what matters — before the meeting starts.

Use case — Quarterly business review prep

1. Opens enriched company profile for Acme Corp 9:00 AM
2. Shows 12-month revenue: €84,200 across 23 invoices 9:01 AM
3. Flags: average payment speed slowed from 14 to 28 days 9:01 AM
4. Walks into QBR with full financial context 9:02 AM

Every company profile tells a financial story

Firmographic data, linked invoices with status, revenue totals, and AI insights — all in one view.

Acme Corp

SaaS · Paris, France · VAT FR12345678901

Active client

23 Invoices

€84,200 12-month revenue

14 days Avg. payment speed

Recent invoices

• #4521 €3,200 Mar 15 - Paid
• #4488 €1,800 Feb 28 - Paid
• #4612 €5,400 Apr 01 - Pending
• #4650 €2,100 Apr 10 - Overdue

Skills that answer questions about clients

Who owes you, who is worth most, what they last paid. Add a skill, ask, and see the record behind it.

Frequently asked questions

How is this different from HubSpot?
HubSpot is a marketing and sales CRM — it tracks deals, emails, and pipeline stages. Well is a financial CRM — it enriches company profiles with real invoice data, payment history, and revenue from your actual business tools. No manual entry, no stale data.

Can I import existing CRM data?
Yes. You can import contacts and companies from CSV or connect directly to your existing CRM. Well will then layer business data on top — enriching every record with invoice history, payment behavior, and revenue attribution.

What data gets enriched automatically?
Company firmographics (legal name, address, tax ID, industry), financial relationships (invoices, payments, transactions), and AI-generated insights (revenue ranking, payment speed trends, risk signals). All sourced from your connected business tools and public registries.

Does it replace my CRM?
It can, or it can complement it. Well works as a standalone financial CRM or as a financial enrichment layer on top of your existing CRM. Many teams use Well alongside HubSpot or Pipedrive for the business data those tools lack.

What tax jurisdictions are supported?
Well supports 15+ tax jurisdictions across the EU, UK, and US. Tax IDs, VAT numbers, and compliance data are automatically validated and linked to company profiles.

Can I see payment history for a specific company?
Yes. Every company profile includes a full financial timeline — every invoice, payment, and transaction linked to that company, with status indicators, amounts, and dates. AI also highlights trends like slowing payment speed.

Is it GDPR compliant?
Yes. Well only enriches from business registries and your own connected business tools. No personal data is scraped without a legal basis. All data is stored in your workspace with full audit trails and data processing agreements available.

Financial relationships, finally visible

100+ Connectors

15+ Tax jurisdictions

85%+ Auto-enrichment rate

See your financial relationships

No setup fee. No CSV imports. Connect your tools and watch your CRM fill itself with financial truth.