Automatically enrich companies with AI

AI completes your CRM company records (industry, size, website) to better qualify clients without manual entry.

When an inquiry comes from a company, knowing its industry, size or website changes how you respond. AI enrichment automatically completes the company records in your Joinways CRM, saving you a manual search for every new contact and giving you, the moment you open the record, what you need to qualify the client.

The goal isn't to replace your commercial judgement but to save you the few minutes of research you'd do anyway before drafting a quote or proposing an offer. You stay in control of the record: every enriched field can be reviewed, corrected or completed by hand.

In practice, a well-filled record saves you time at every step: faster qualification, better-targeted quotes, more relevant commercial follow-up. That's exactly what enrichment automates for you.

Prerequisites

A company record must exist in the CRM, created manually or automatically from an incoming inquiry. Enrichment relies on public information: it works best when the company has an online presence (website, mentions, directories).

No particular action is needed on your side: enrichment runs on the platform. You simply need access to the CRM and the right to view your workspace's company records.

What you'll learn

Understand which information gets enriched
Check a company's enrichment in the CRM
Correct or complete a record by hand when AI didn't find everything
Use this data to qualify your clients and tailor your offer

What AI completes

Enrichment aims to fill in the fields most useful for qualifying a prospect at first contact. Concretely, the AI looks up then fills the industry, an estimate of the company size, its website and some associated public information, plus a short summary to prepare your reply.

The AI identifies the company's industry.
It estimates its approximate size (headcount).
It fills in the website and available public information.
It prepares a concise summary to help you respond.

These elements then appear directly in the company record, as if entered by hand, and remain editable.

Check a company's enrichment

Checking a record takes a few seconds and ensures you rely on trustworthy data before drafting an offer. Everything happens from the CRM.

Open the company record in the CRM.
Review the AI-completed fields (industry, size, website).
Read the public summary to size up the company quickly.
Correct or complete missing or imprecise information by hand.

Once reviewed, you can use the record with confidence to qualify the inquiry and personalize your reply.

Correct or complete a record

Automatic enrichment doesn't overwrite your work: it proposes values you keep the right to validate. If something looks inaccurate or outdated, edit it directly in the record.

Spot the field to correct (for example a wrongly guessed industry).
Enter the correct value instead.
Add the information the AI couldn't find.
Save: the record now reflects your validated data.

The enriched fields in detail

Here are the pieces of information AI enrichment tries to fill on a company record, and what each one gives you to qualify the client.

Industry: the company's field (tech, hospitality, nonprofit, etc.), to adapt your tone and offer.

Approximate size: an estimate of headcount, useful to calibrate a corporate-team or group offer.

Website: the official address, a starting point to verify the activity and positioning.

Public information: freely accessible elements (description, activity) reused to add context.

Summary: a short synthesis of the company to prepare your reply quickly.

Client type: inferred from the industry (company, nonprofit, individual), to steer the offer.

How it works

Enrichment relies solely on public information available online. From what's known on the record (company name, sometimes an email domain), the AI searches the matching data and cross-checks it before writing it into the intended fields.

The platform starts from the information already on the record.
The AI searches the matching public data.
It fills the industry, size, website and summary fields.
The values appear in the record, ready to be reviewed.

Because the source is public, quality depends on the company's online visibility: a highly present organization is well enriched, a discreet one only partially.

Edge cases

Some records can't be fully enriched, and that's normal. Here are the most common situations.

Small structure or freelancer: little public information, enrichment stays partial; complete it by hand.

Individual: there's no company to enrich, the fields stay empty on purpose.

Namesakes: several companies share the same name; check the proposed industry and website.

Outdated data: a size or site may have changed; correct it if you notice a discrepancy.

💡 Good to know: enrichment relies on public information. Always check sensitive data before using it commercially.

Best practices

Use the industry to tailor your offer (company, nonprofit, individual).
Cross-check the estimated size with your event type before pricing.
Complete missing records to keep a reliable CRM.
Read the summary before a first call or a first quote.
Don't hesitate to correct an imprecise value: the record is yours.

Troubleshooting

Problem: a record isn't enriched. Cause: the company has little online presence. Solution: complete the fields by hand with what you know.

Problem: the displayed industry looks wrong. Cause: a namesake may have been picked. Solution: check the proposed website and correct the industry.

Problem: the size looks outdated. Cause: the public data is old. Solution: replace the estimate with an up-to-date value.

Real-world example

A seminar inquiry comes from an unknown company. The company record is already enriched: tech industry, ~150 employees, website filled in. Sarah reads the summary, understands in seconds it's a scale-up, and directly proposes an offer suited to corporate teams, without wasting time on research.

Another example

A wedding is requested by an individual. The record has no company enrichment, which is expected. Marc manually fills in the few useful details (source of the inquiry, mentioned budget) and qualifies the request on criteria other than industry.

FAQ

A record isn't enriched, is it a bug?

No. AI doesn't always find public information, especially for small businesses or individuals. In that case, complete the record by hand.

Do I have to trigger enrichment myself?

No, it runs on the platform. You only have to review and, if needed, correct the proposed fields.

Can I edit an enriched field?

Yes. Every field stays editable: replace the proposed value and save.

Where does the data come from?

Exclusively from public sources available online. Check sensitive data before commercial use.

Does enrichment work for individuals?

No, there's no company to enrich. The company fields then stay empty.

Why is the industry sometimes imprecise?

Namesake companies can cause confusion. Check the website to remove doubt, then correct.

Does this data influence the AI score?

It mainly helps qualify the client. To understand the score, see the dedicated article below.

Qualify a client from the enrichment

Once the record is enriched and reviewed, the data becomes a real qualification shortcut. The industry steers the tone and type of offer, the size helps size the proposal, and the summary saves you from opening five tabs before replying.

First read the industry to place the type of client.
Cross-check the size with the nature of the requested event.
Lean on the summary to personalize your first message.

In seconds, you reply with an already-targeted offer, which raises your chances of converting the inquiry.

Keep a reliable CRM over time

Enrichment gives a starting base, but it's regular review that keeps your CRM quality up. Get into the habit of checking a record when you use it, rather than fixing hundreds of records at once.

Check the record at the first real contact with the client.
Correct what has changed since the initial enrichment.
Keep your validated data as an internal reference.