Skip to content

Orrun Ledger · CRM Enrich

Your book, kept current without anyone touching it.

Append contact, wealth and in-market flags to the records you already own, then keep them fresh on a schedule.

Book · enrichment passIllustrative
RECORDEMAILPHONEWEALTHSCORE
  • A. · Owner————
  • D. · VP, Operations————
  • G. · Principal————
  • J. · Retired————
  • M. · Founder————
  • P. · Analyst————
WAITING FOR REFRESHNEXT PASS · SCHEDULED

The problem

The CRM is decaying quietly.

Every record in a book drifts: emails bounce, phones change, titles go stale. Nobody has time to maintain it, so the team calls the wrong people first and misses the ones who just started looking.

Typical annual record decay
Up to 80%
CRM integrations
HubSpot, Salesforce +
Setup
Within 24 hours

What it does

Orrun Ledger, in four parts.

01

Append in place

Match existing contacts and fill the gaps: current contact points, household and wealth indicators, company and role.

02

In-market flags

Mark the records showing active research in the categories you care about, so the next call is the right call.

03

Fit + timing score

Rank the book by who fits and who is moving now. Owners rise. Stale and off-profile rows sink.

04

Spreadsheets too

No CRM? Upload the workbook. Ledger matches, enriches and scores it, then returns a cleaner file every cycle.

How it works

From setup to signal.

  1. STEP 01

    Connect CRM or upload file

  2. STEP 02

    Match and append

  3. STEP 03

    Score and flag

  4. STEP 04

    Refresh on schedule

Where it plugs in

HubSpotSalesforcePipedriveCSV / XLSXWebhooksSlack alerts

Request a demo

See your market, live.

Bring the file you use today. We will show you what it looks like re-resolved against a live graph, with owners, in-market flags and suppression applied.