EasyInsights — CRM Enrichment Agent

User-Level Trace

Unsampled. Timestamped.
Every touch, every time.

Real-time stream processing of atomic touchpoints. Every pageview, click, and form event is stored as a discrete row with a millisecond timestamp — no aggregation, no thresholds, no lossy modeling.

Discrete event rows. session_id · event_ts · campaign · creative · dwell_ms — preserved as-is.

Deterministic identity stitch. Anonymous sessions join to known leads the moment they convert. No probabilistic guessing.

Backfilled to first touch. When the lead converts, the full journey re-attaches with full context — not just last-click.

Recovers up to 94% of journeys typically lost to ITP, iOS 14, and cookie restrictions.

enrichment_stream — session 884-XJ-902

live

01

14:22:04FIRST_TOUCH

Organic search landing

channel=organic · campaign=SEO_Main_2024 · kw="crm automation tool"

02

16:45:12INTERMEDIATE

Case study · Fintech operations

adset=Retargeting_Mid_Funnel · creative=Case_Study_V4 · dwell=3m18s

03

16:58:30INTERMEDIATE

Pricing page · 2m 14s dwell

adset=Brand_Search · campaign=Q4_Capture

04

17:01:59CONVERSION

Demo request submitted

pushed → Salesforce + Meta CAPI + Google EC · latency 312ms

Fields appended to CRM record

Acquisition_Source Meta_Ads

First_Touch_Channel Organic_Search

Intent_Score High · 94

Touches_Before_Conv 3

Two Consumers, One Truth

Same record. Two superpowers.

Enriched journeys flow to the people who need them most — your growth team gets attribution truth, your sales team gets context that closes.

For Marketing

Fix your attribution loop.

Sync offline CRM conversions back to Meta and Google Ads — value-based, deduplicated, deterministic.

Optimize on true ROI, not lead volume. Smart Bidding trains on closed-won revenue instead of vanity events.

100% journey accuracy at user level. No sampling. No modeling. No black box.

For Sales

Context is your leverage.

See the journey before the call — every ad creative, every keyword, every pricing-page bounce on the lead's record.

Auto-tag HubSpot and Salesforce records with campaign, adset and creative metadata — no manual entry, no missing fields.

Personalise outreach using intermediate touchpoints and intent signals — open every call already knowing the pitch.

The Pipeline

Four steps from anonymous click to enriched CRM record.

No SDK gymnastics. No data engineering team required. Deploy in an afternoon — and watch journeys land on lead records the same day.

step_01

Capture

A single tag streams every pageview, click, and form event with millisecond precision — first-party, server-side, no JS surgery.

step_02

Stitch

Deterministic identity resolution joins anonymous sessions to known leads the moment they convert — including backfilling history.

step_03

Enrich

Touch attribution, campaign metadata, dwell times, and intent scores append to every CRM record — fields you choose, formats you control.

step_04

Sync back

Server-side conversions push to Meta CAPI and Google Enhanced Conversions automatically — deduplicated, hashed, deterministic.

Customer Story · Lattice Fintech

"We finally killed the gap between paid media and pipeline. Our SDRs open a lead and see the exact ad creative, the keyword, and the pricing page they bounced on. Close rates jumped 22% in the first quarter."

PN

Priya Nair

VP Growth · Lattice Fintech

FAQ

Questions, answered.

Quick reference. For anything deeper, book a 30-minute technical walkthrough with our solution team.

Do I need to replace my existing analytics? +

No. EasyInsights runs alongside GA4, Mixpanel, or Segment. Most teams keep their current stack and use us for the unsampled, user-level layer — the one their analytics tool can't deliver.

How is this different from server-side GTM? +

GTM forwards events. We persist the entire user journey at user-level, stitch identities post-conversion, and bidirectionally sync enriched context to ad platforms and CRMs. GTM is the wire; we're the system of record.

Is the data really unsampled? +

Yes. Every touchpoint is stored as a discrete row with a millisecond timestamp. No aggregation, no thresholds, no lossy modeling — query it raw, slice it any way you need.

What about iOS 14, ITP, and cookie loss? +

First-party server-side capture combined with deterministic identity resolution recovers up to 94% of journeys typically lost to browser restrictions — without resorting to fingerprinting or probabilistic guesses.

How long does deployment take? +

An afternoon for the tag and CRM connection. Up to seven days for the full enrichment loop including ad-platform sync and validation on your live traffic.

Deploy in one afternoon

Stop guessing which ad closed the deal.

See the agent enrich a live lead in your own CRM. 30-minute technical demo, real data, no slides — using your ad accounts, your CRM, your traffic.

Book a demo → Read the technical docs →

Unsampled · user-level Deterministic stitching Meta CAPI + Google EC ISO 27001 · DPDP-ready

Turn silent journeys into CRM revenue intelligence.

Unsampled. Timestamped.
Every touch, every time.

Same record. Two superpowers.

Fix your attribution loop.

Context is your leverage.

Four steps from anonymous click to enriched CRM record.

Questions, answered.

Stop guessing which ad closed the deal.

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Functionality

How to Connect Meta and Google Ads with Claude AI

Why Your Ad Campaigns Struggle Without Strong Data Signals

How to Optimize Meta Ads & Google Ads Using Claude AI

Turn silent journeys into CRM revenue intelligence.

Unsampled. Timestamped.Every touch, every time.

Same record. Two superpowers.

Fix your attribution loop.

Context is your leverage.

Four steps from anonymous click to enriched CRM record.

Questions, answered.

Stop guessing which ad closed the deal.

Increase Your ROI Today!

Activate your first-party data now and start turning it into real revenue. It's fast, easy, and essential.

About Cookies

Necessary

Analytics

Advertisement

Functionality

Unsampled. Timestamped.
Every touch, every time.