CRM built on financial truth
Your contacts, companies, and deals — enriched with real invoice data, payment history, and revenue attribution. No manual entry.
Your CRM knows names. It doesn't know who actually pays.
CRMs miss financial relationships. Contact data decays the moment it's entered. Revenue attribution is a guess — built on manual input that nobody maintains.
Missing financial relationships
CRMs miss financial relationships. Contact data decays the moment it’s entered.
Revenue guesswork
Revenue attribution is a guess — built on manual input that nobody maintains.
A CRM that fills itself with financial truth
Enriched company profiles
Firmographics, tax IDs — auto-filled.
- Company details are populated from invoices, bank data, and public registries — no manual data entry.
- Tax IDs, addresses, and legal names stay current because they come from real financial documents.
Financial relationship view
Invoices, transactions, and payments per company.
- Every invoice, payment, and transaction linked to a company — visible in one timeline.
- See outstanding amounts, payment terms, and historical spend without leaving the profile.
AI-powered insights
Top clients by actual revenue. Payment pattern analysis.
- AI ranks your clients by real revenue — not deal stages or pipeline guesses.
- Payment behavior patterns surface automatically: who pays fast, who pays late, who's slowing down.
Quarterly review prep: 30 minutes to 2
An account manager opens the enriched profile, sees business data instantly, and AI flags what matters — before the meeting starts.
Use case — Quarterly business review prep
Quarterly business review in 30 minutes
Account managerAuto-calculated from linked business data
WellPattern detected over last 3 months
AI insight30-min prep reduced to a 2-minute glance
Account managerEvery company profile tells a financial story
Firmographic data, linked invoices with status, revenue totals, and AI insights — all in one view.
Acme Corp
SaaS · Paris, France · VAT FR12345678901
23
Invoices
€84,200
12-month revenue
14 days
Avg. payment speed
Recent invoices
Payment speed has slowed from 14 to 28 days over the last quarter. Two invoices are now past terms. Consider proactive outreach before the next billing cycle.
Before
- 3 disconnected tools for contacts, invoices, and banking
- Manual data entry that decays from day one
- Revenue guesswork based on pipeline stages
- No visibility into payment behavior
With Well
- One unified view — contacts, invoices, and payments together
- Auto-enriched profiles from real business data
- Instant revenue visibility from actual invoices
- AI-surfaced payment patterns and risk signals
“A CRM without business data is just a contact list with extra steps.”
Frequently asked questions
HubSpot is a marketing and sales CRM — it tracks deals, emails, and pipeline stages. Well is a financial CRM — it enriches company profiles with real invoice data, payment history, and revenue from your actual business tools. No manual entry, no stale data.
Yes. You can import contacts and companies from CSV or connect directly to your existing CRM. Well will then layer business data on top — enriching every record with invoice history, payment behavior, and revenue attribution.
Company firmographics (legal name, address, tax ID, industry), financial relationships (invoices, payments, transactions), and AI-generated insights (revenue ranking, payment speed trends, risk signals). All sourced from your connected business tools and public registries.
It can, or it can complement it. Well works as a standalone financial CRM or as a financial enrichment layer on top of your existing CRM. Many teams use Well alongside HubSpot or Pipedrive for the business data those tools lack.
Well supports 15+ tax jurisdictions across the EU, UK, and US. Tax IDs, VAT numbers, and compliance data are automatically validated and linked to company profiles.
Yes. Every company profile includes a full financial timeline — every invoice, payment, and transaction linked to that company, with status indicators, amounts, and dates. AI also highlights trends like slowing payment speed.
Yes. Well only enriches from business registries and your own connected business tools. No personal data is scraped without a legal basis. All data is stored in your workspace with full audit trails and data processing agreements available.
Financial relationships, finally visible
100+
Connectors
15+
Tax jurisdictions
85%+
Auto-enrichment rate
See your financial relationships
No setup fee. No CSV imports. Connect your tools and watch your CRM fill itself with financial truth.