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Bloc CRM
Prospect Intelligence

Walk into the meeting knowing what is evidence.

Bring together the relationship already in Bloc CRM, official company records and optional enrichment. Every source stays visible and every estimate stays labelled.

Source-labelled evidence · Provider cost controls · Cached and reusable

Prospect intelligence

Northgate Services · Deal preparation

Enrich deal

Meeting brief ready

12 sources

Northgate is expanding its commercial surveying team. Recent CRM activity shows interest in a multi-site agreement, with procurement and data handling still to confirm.

Company evidence

Industry
Commercial surveying
Employees
51–100 · estimate
Founded
2008
Registered
Companies House

Contact evidence

Role
Operations director
Location
Leeds
History
3 years at Northgate
Relationship
4 calls · 2 meetings

Evidence stays labelled

Observed CRM facts, official records and provider estimates remain separate. Each item keeps its source and collection time.

Useful without a paid provider

Start with what the workspace already knows.

Optional enrichment makes a brief broader. It never replaces the CRM history and official evidence that can be checked.

Company context

Industry, registration, scale and website evidence sit beside the deal rather than in another research tab.

Relationship context

Calls, meetings, email and open work explain what this prospect has already told your team.

Optional providers

Connect supported enrichment on the workspace account and decide when meeting preparation may use it.

Bounded by design

Encrypted credentials, monthly caps, cache reuse, usage history and clear source labels keep enrichment accountable.

Questions answered

About prospect intelligence.

Where does prospect intelligence come from?

Bloc combines workspace activity, official company websites and supported public registers. A workspace can optionally connect enrichment providers for broader contact and company evidence.

Are provider estimates treated as facts?

No. Provider estimates remain labelled and separate from observed CRM activity and official records. Each item keeps its source so the person reading the brief can judge it properly.

How does Bloc control provider cost?

Fresh cached evidence is reused before another request is made. Workspace owners set a monthly lookup cap and a cache period, and can review recent usage.

Does enrichment have to be enabled?

No. CRM evidence, official websites and supported public registers remain the dependable fallback. A provider outage or exhausted allowance does not block ordinary CRM work or meeting preparation.

Prepare from evidence, not a pile of tabs.

Open a workspace, connect the sources you trust, and keep every meeting brief attached to the deal it serves.

14 days of Pro · No card required · Cancel whenever you like