CRM record enricher

The database is not dead, it is just thin

EPC rating, tenure, last sold price and portfolio size appended to existing contacts, so a branch database is re-scored rather than replaced.

Propalt Team · For estate agents

Every branch has thousands of contacts nobody trusts. A name, an address, a phone number that may still work, and nothing else. So the team keeps buying new leads while the real asset sits in the CRM, ageing quietly, because there is not enough on each record to know who is worth a call. The contacts are not the problem. The thinness is.

A record with a name and an address is a starting point, not a prospect. What turns it into a prospect is context: the EPC rating that hints at a coming compliance headache, the tenure that tells you whether they can even sell, the last sold price that frames their equity, and the portfolio size that separates a one-property owner from a landlord worth a proper conversation. That context already exists in public records. It just is not attached to your contacts yet.

Four fields that make a record worth calling

Append four things and a flat contact becomes a live one. EPC rating shows who faces an efficiency decision. Tenure shows who owns freehold, who holds a lease, and who cannot help you at all. Last sold price shows how much has changed since they bought. Portfolio size shows whether you are talking to an owner-occupier or a landlord with several properties across your patch. Together they let the team sort the database by who is actually worth an hour, rather than working it alphabetically and hoping.

The rows above are illustrative. What matters is that the appended fields come from live ownership and EPC records, so the enrichment reflects the property as it stands rather than whenever the contact was first typed in.

Connected once, current from then on

The reason databases rot is that nobody has time to update them by hand. Enrichment removes the hand. Once the CRM is connected, the fields fill from current records rather than sitting frozen at the point of entry, so the database stops ageing the moment it is plugged in. The names you already paid to acquire start earning again.

The cheapest lead you will ever work is the one already sitting in your CRM with the gaps filled in.

There is a fair objection: enrichment does not create demand, it only describes contacts you already had. True. But most branches are not short of contacts. They are short of reasons to call the ones they have, and that is exactly what four good fields provide.

Mine the database you own before you buy another.

Try the CRM record enricher → · propalt.ai

EPC, tenure, sold-price and portfolio data is drawn from HM Land Registry, the EPC register and the Propalt intelligence layer. Figures shown are illustrative. This article is general information for estate agency professionals.