Research and Enrich CRM

Turn a company name into a rich CRM profile, instantly. This video demonstrates how to use Claude to research any company online and automatically enrich your Taghash CRM with the data it finds, including your custom fields.

With Taghash MCP Server, your AI becomes your deal sourcing machine:

  • Automated Company Research: Get a comprehensive company profile with a single prompt.
  • Intelligent CRM Enrichment: Automatically populate both standard and custom fields.
  • Say Goodbye to Manual Entry: Drastically reduce the time you spend on data entry.
  • Build a Richer Pipeline, Faster: Keep your CRM filled with high-quality, up-to-date information.

🔑 What you've learnt:

  • How to securely integrate external data sources for CRM enrichment with MCP
  • How to make Claude enrich your deals
  • How to configure AI for intelligent data extraction and mapping to CRM fields
  • How Taghash MCP Server ensures secure and controlled data write-back to your CRM

💡 About Taghash MCP Server:

Taghash’s Model Context Protocol (MCP) bridges live VC and PE data to modern AI agents (Claude, ChatGPT, Copilot) — with secure read/write access and full user control.

👉 Learn more: https://taghash.io/ai-taghash-mcp-server

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