AI-Assisted Contact Enrichment
- Problem
- The CRM was losing more useful contacts than it gained, and new contacts arrived without account context in a custom-built CRM with limited third-party integrations.
- What I did
- A Claude-assisted workflow, built around periodic CRM exports and a Klaviyo connector, that suggests the likely account, market and sales owner for each new contact with a 1-to-5 confidence score.