Enrichment
Enrichment in Reevo is the step that converts your identified prospects into usable CRM contacts by appending valid contact details like email and phone numbers. Only enriched people become CRM records.
Overview
Enrichment in Reevo is the step that converts your identified prospects into usable CRM contacts by appending valid contact details like email and phone numbers. Only enriched people become CRM records.
Enrichment allows you to:
- Add verified business contact info (email, phone) to prospects
- Automatically convert prospects into CRM contacts
- Link enriched contacts to the appropriate company records
- Use enrichment strategically before launching campaigns
Basic concepts & terminology
- Enrichment: The process of appending missing contact info (e.g., work email, phone) to a prospect.
- Contact Creation: When a successfully enriched person becomes a CRM contact.
- Email Enrichment: Adds a verified business email to a person.
- Phone Enrichment: Adds a direct or mobile phone number to a person.
- Failed Enrichment: Occurs when valid data cannot be found—no credits are charged.
- Credit System: Determines how many successful enrichments your org can perform.
Where to find it
- People Tab under Prospecting → click into a person record
- Contact Detail Pages → look for Enrich actions
- Bulk Enrichment → run enrichment for selected people in your search results
- Credit Dashboard → view usage and quotas
How it works
1. What Gets Enriched
- Work Email Addresses
- Phone Numbers (mobile or direct dial)
2. When Contacts Are Created
- After successful email enrichment
- Enriched contact is auto-created in CRM and linked to matching account
- Failed enrichments remain in prospecting for retry
3. Enrichment Use Cases
- Enhance people with missing contact info
- Prepare for outreach campaigns
- Convert searches into CRM-ready contacts
4. Credit Costs
- Email Enrichment: 1 credit
- Phone Enrichment: 3 credits
- Credits are charged only for successful results
5. How to Monitor Credit Usage
- Go to the Credit Dashboard
- See current usage, monthly limits, and remaining quota
Credit System & Quotas
- Email Enrichment: 1 credit
- Phone Enrichment: 3 credits
- Credits only apply to successful operations
- Quota: 8,000 credits/month per organization
- Monitor usage: via your Credit Dashboard
FAQs
What happens if enrichment fails? No credits are charged. The person remains in the prospecting list and can be retried later.
What triggers a contact to be created in the CRM? A valid email must be successfully enriched.
Can I enrich both phone and email? Yes, and each is charged separately upon success.
Do I need to enrich before every outreach? Yes. Enrichment ensures that emails or calls reach verified business contacts.