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From Raw Data to Deal Flow: The Reconn CRM

Reconn Team··4 min read

Most industrial data platforms stop at dashboards and downloads. Reconn goes further — our built-in CRM connects data discovery directly to deal execution.

The Problem

You've found a promising company in the data. Maybe they just got a new well licence, or their production is trending up, or they pulled a major building permit. Now what? In most workflows, you'd copy the details into a spreadsheet, then into your CRM, then start the outreach process. Each step is a manual handoff where context gets lost.

How Reconn's CRM Works

Company Records — Every company that appears in our data sources gets a unified record. If "ABC Energy Ltd" appears in AER wells, Petrinex production, and Calgary permits, you see one company page with all that context.

Enrichment — One click (or bulk) to append external data: corporate registry filings, financial data, web presence, contact information. Enrichments run against your monthly quota and attach directly to the company record.

Pipeline — Drag companies into your Kanban pipeline. Define stages that match your sales process — Prospect, Qualified, Proposal, Negotiation, Closed. Every deal card shows the data that got you there.

Signals — Set rules to get notified when data changes. "Alert me when any company in my pipeline gets a new well licence" or "Flag companies with production growth > 20% month-over-month." Signals create workflow items that show up in your feed.

Collections — Group companies into themed lists for targeted outreach. "SW Ontario Aggregate Operators" or "NL Exploration Companies" — whatever segments matter to your business.

The Workflow

  1. Discover — Use the SQL console, entity browser, or signal feed to find companies
  2. Research — View the unified company page with all data source context
  3. Enrich — Append external data for a complete profile
  4. Track — Add to your pipeline and move through stages
  5. Act — Export contacts, generate reports, or integrate via API

The entire workflow stays in one platform. No copy-pasting between tools.

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