One RevOps layer. Four jobs.
Works with the stack you already have. Mixbound runs against your CRM rather than replacing it. Your team keeps working in the CRM; findings arrive by email, and the portal is there when you want the detail. It reads what’s there, tells you what it found, and writes only the operations you configure.
The architecture
Audit · Digest · Enrich · Enhance
Four parts of one layer, not four stages of a process. Each is configured separately, and none of them triggers another.
Audit
Know what’s wrong.
Checks your CRM across data quality, field hygiene, lifecycle integrity, ownership, duplicates, workflow health, revenue data and configuration, and delivers the findings as a detailed PDF. Audit+, a tier of the Audit, adds automated weekly Audit runs, client portal access, full Audit History, run comparisons and ad hoc Audits. Read-only.
Audit in detail →Digest
Know what changed.
One email per week from your audit snapshots: what changed, what degraded, and what’s new, with a four-week trend. Digest+, a planned tier, will add interpretation and prioritization on top: which changes are material, what to look at first, and what can wait.
Digest in detail →Enrich
Add what’s missing.
Adds information the CRM does not hold, from providers you connect, on a daily sweep against a list you control.
Enrich in detail →Enhance
Improve what’s already there.
Normalizes values, merges duplicates and derives fields such as ACV, as configured passes you scope and run.
Enhance in detail →Autopilot rules
Monitor first. Act by configuration.
Audit, Audit+, Digest and Digest+ surface what is happening and never alter the CRM. Enrichment and Enhancement act only where you configure them. Mixbound never moves from monitoring to action on its own.
Audit · Audit+ · Digest · Digest+
Read the CRM. Score it, rank the findings, track them week to week. See what changed, what degraded, and what needs attention.
Enrich · Enhance
Write to the CRM, and only where you have configured them. Enrichment runs daily; Enhancement runs as a pass you scope and start. Every pass is logged, with a snapshot taken before changes are made.
Wiring
What connects to what.
Your GTM tools write into your CRM. Mixbound reads it. It doesn’t need connections to the tools upstream; it works with what reaches your CRM. Where a configured enrichment run needs information the CRM doesn’t have, Mixbound queries a specialist data provider and returns the result to your CRM.
Your CRM stays the system of record.
Mixbound doesn’t create another system for your team to maintain. It checks what reaches your CRM and tells you what it found. Enrichment and Enhancement run only where you configure them. Your CRM remains the system of record.
Start with a baseline.
An Automated CRM Audit tells you what your CRM is carrying, before anything is configured to act on it.