Data Research Agent: CRM records that are complete and correct
Our Data Research Agent fills in missing company and contact details, keeps records up to date and researches your market, so your team, your reports and your other agents work from data you can trust.
Trusted by growing businesses in the US, UK and Australia
Your CRM is only as useful as what's in it.
Half our records are missing key details.
Industry, size and location left blank. Lists, scoring and routing don't work.
Contacts left months ago and we still email them.
Nobody updates records once they're in. Bounces, wasted sends and wrong reports.
We can't tell which accounts fit our best customers.
The data to judge fit isn't there. Sales spends time on the wrong companies.
Every new tool adds more mess.
Imports and integrations with no rules. The clean-up never ends.
What the agent hands back
Example data. Yours is based on the fields your team and reports rely on.
It was a complex and time sensitive project, with millions of data points to migrate and a bunch of different integrations, and Alyssa was at the heart of its success.
What the agent does, and what your team does
The agent does the groundwork. People make the calls.
Missing details found and filled in
The agent researches companies and contacts, fills the gaps on the fields that matter to you, and keeps them current as things change.
- Company and contact details filled in
- Fields kept in one consistent format
- Your market and best-fit accounts mapped
So you can trust your lists, scoring and reports.
| Name | Company | Owner | Source |
|---|---|---|---|
| Jo Smith | Acme Pty | None | Blank |
| jo smith | ACME | Sam | Offline |
| J. Smith | Blank | None | Blank |
You decide the rules
We agree with you which fields matter, which sources to trust and what the agent can change on its own. Anything uncertain goes to a person.
- Rules agreed before anything runs
- Merges and deletions checked by people
- A data dictionary so everyone uses fields the same way
So you can keep control of your own data.
HubSpot where it fits best, other tools where they do the job better
We build in HubSpot when it's the best fit, so the work sits next to your contacts and deals. When a job needs more, we use Claude skills or agents we build ourselves, and send the results back to HubSpot.
- HubSpot first, when it fits the job
- Claude skills and custom agents for the rest
- Results end up in your CRM
So you can get the right tool for each job, not one tool for everything.
A weekly report from our Reporting Agent
Every agent project and retainer includes our Reporting Agent. It shows ad spend through to pipeline and revenue each week, in plain language.
- Spend, leads, pipeline and revenue side by side
- A short summary every week
- Included, not sold separately
So you can see what's working without digging for it.
Clean data first, then an agent your team trusts
Discovery call
The job you want off your team's plate, and how it runs today.
CRM check
We check the data and processes the agent will rely on, and fix what's missing first.
Build and test
The agent set up in your accounts and tested on real records with your team.
Training and notes
Your team shown what the agent does, where it stops and how to adjust it.
Reviewed and improved
On a retainer, we check its work and adjust it as your business changes.
For teams whose CRM data has gaps
A good fit if
- Your records are missing key details
- You bring in data from several sources
- You want scoring, routing or other agents to work properly
- You're on HubSpot, or moving to it
Probably not a fit if
- You only need a one-off clean-up. See CRM Clean Up.
- Your CRM has very few records yet
- HubSpot isn't your CRM, and won't be
Start where it makes sense for you
Every project starts with a discovery call, included. Projects and retainers are quoted in your currency.
Data Research Agent setup
Good when you want this agent built and handed over.
- Discovery call and CRM check
- Agent built and tested in your accounts
- Your team trained, with notes
- Weekly report from the Reporting Agent
- Moves into a retainer, if you want
Fractional RevOps
Good when you want your agents run and improved every month.
- Agents reviewed and adjusted monthly
- CRM, reporting and new agents as you need them
HubSpot Audit
Good when you want to know if your CRM is ready first.
- What's working and what's missing
- 1-hour debrief call included
CRM Clean Up
Good when your data needs work before an agent can help.
- Duplicates merged, fields fixed
- Rules that keep it clean
Not sure which fits? That's what the first call is for. See how working with us runs.
What clients say about working with us
Alyssa was a joy to work with. A diligent worker, clear communicator, and smart implementor, Alyssa helped drive the re-implementation of our Hubspot deployment from the ground up. Alyssa's subject matter expertise was world-class but it was her project management skills where she elevates compared to other consultants. We joked often that we wished we could hire her directly!
Alyssa has been the strategic and technical force behind structuring it all in a way that is scalable, clean and commercially aligned. She doesn't just execute tasks - she understands the business model, asks thoughtful questions, and translates complex operational needs into practical systems. What sets Alyssa apart is her ability to simplify complexity and create order.
We have a unique business with many moving parts and a wide, wide range of needs from different teams and different team members. Add to that, we are a growing start up so in many ways we're still working out our own best approach to things. Alyssa did an amazing job of working with all of the different teams and team members to understand what we're doing currently, what we want to be doing, and help to guide us in how to get there. Not only did Alyssa help to streamline our CRM, but she also helped to solve problems we didn't even realise we had! To look back a few weeks ago and think that we nearly tried to do this ourselves is laughable, the end result would have been lacking in nearly every aspect without the help of a pro like Alyssa! We still have a lot to learn, but I know we have a strong foundation to build on thanks to Gather 'n' Grow!
Works well with
Finds companies showing buying signals, researches them and drafts first outreach for your reps.
See the agent →AI agentLead Qualification AgentScores new leads, routes them to the right person and flags the hot ones.
See the agent →ServiceInsycle + HubSpotBulk clean-ups and duplicate rules that run on a schedule.
Find out more →Free templateData dictionary templateOne place that says what every field means.
Get the template →One system, from first click to closed deal
Questions about the Data Research Agent
What is a Data Research Agent?
It's an AI agent that fills in missing company and contact details in your CRM and keeps them up to date, so your team and your reports work from complete records.
How is this different from HubSpot's free enrichment?
Free enrichment covers the basics, like company name, industry and headcount. The agent goes further: the fields that matter to your business, research on your market, and checks that keep records current.
Will it overwrite data our team entered?
Not unless you want it to. We agree which fields it can change and which sources win, and anything uncertain goes to a person.
Does it merge duplicates?
It flags them. Your team, or we, check each one before anything is merged.
Which tools does it use?
HubSpot's own data tools, with others like Insycle or extra data sources where they help. We'll suggest what fits your data on the first call.
Do we need to clean up first?
Sometimes. If the CRM is very messy, a one-off CRM Clean Up comes first, then the agent keeps it clean.
Tell us what's missing in your CRM. We'll tell you how the agent would fill it.
A call with Alyssa. No pitch deck.
- Which fields your team and reports rely on
- What the agent can update on its own
- Whether a project or a retainer fits