How to use Enrich Data

Profile Enrich

Profile enrich is when you automatically grab publicly available information and add it to a user's profile. You can enrich the customer profile to improve personalization.

To access Profile Enrich, go to:

Home > CRM > Lead

Click on +Add Lead
Enter all the details such as Name, Email Id and Mobile Number
Click on save
Go to Enrich button, click on Profile Enrich
Select the value and click on submit

You now have access to all the social footprints of the lead.

FinRich
In Finrich you can access the below details of a company

Company Highlights

• CIN
• Age
• Email ID
• Company Website
• Address

Directors

• Current Directorship
• Past Directorship
• Other Directorship


To access Finrich , go to:

Home > CRM > Lead

Click on +Add Lead
Enter all the details of the company such as Organization Name and Email Id.
Click on save
Go to Enrich button, click on Finrich
Select the value and click on submit

You now have access to all the financial details of an organization.

FinRich Plus

In Finrich Plus you can access the below details of a company
Financial Summary

• Total Income
• Income Tax
• Total Expense
• Profit After Tax (PAT)
• Profit Before Tax (PBT)

Corporate Summary

• Incorporation Details
• Credit Ratings Overview
• KYC Information
• PF Establishment

To access Finrich Plus, go to:

Home > CRM > Lead

Click on +Add Lead
Enter all the details of the company such as Organization Name and Email Id.
Click on save
Go to Enrich button, click on Finrich Plus
Select the value and click on submit

Updated on: 21/03/2023