Turn High-Quality Data into Meaningful Growth

RelPro is a business development and relationship intelligence platform for financial and professional services organizations.

RelPro integrates proprietary intelligence from 25+ best-in-class data sources into a single platform. Users enjoy a complete, reliable view of companies and decision-makers without the need to toggle between solutions.

Built to streamline prospecting, call preparation, client engagement, and CRM workflows, RelPro helps teams identify opportunities, engage at the right time, and build stronger relationships using trusted, actionable insights.

By reducing time spent on manual research and data gathering, RelPro enables professionals to focus more on relationship building and pipeline growth.

RelPro helps you build a more targeted and actionable pipeline. With RelPro, you can define your total addressable market (TAM) and hone in on key segments based on criteria like industry, company size, geography, and growth indicators. This allows you to narrow your focus on the companies that best fit your ideal client profile.

RelPro helps you prioritize and act on opportunities by surfacing real-time triggers like leadership changes, buying signals, or financing activity.

RelPro’s executive intelligence helps you identify and get in touch with decision-makers with data such as verified email addresses, phone numbers, digital CVs, and LinkedIn profiles.

Receive automated alerts through your CRM or via a weekly email when key people and companies have role changes. Alerts also update you on relevant news, filings and loan changes, and Buyer Intent activity related to the companies you follow.

Proactive, relevant, timely outreach to key decision-makers helps you show up as a trusted advisor.

The result is more focused prospecting, more relevant outreach, and more opportunities.

RelPro combines proprietary intelligence and best-in-class data sources to deliver actionable insights on companies and decision-makers. Its breadth of data includes filings and loan intelligence, buyer intent signals, commercial real estate data, wealth insights, and broader company and executive information. This depth and coverage help users zero in on the most relevant opportunities.

RelPro’s coverage is especially strong for middle-market and private companies, making it well-suited for financial and professional services organizations targeting this space.

RelPro is not just a lead generation platform. We provide relationship intelligence that helps users build trust faster, have more informed conversations, and drive deeper engagement.

RelPro brings together a broad range of data into a single platform, including company firmographics, executive profiles and contact details, industry and market insights, and relationship intelligence.

The RelPro platform includes:

Company Firmographics

Revenue, # Employees, Industry, Location, Public / Private, HQ / Subsidiary

Filings & Funding

UCC, SBA (7a, 504, PPP), PE / VC Funding History, Employee Benefit Plans (Form 5500s), Form 990s, Government Contract Awards, & CRE Title & Mortgages

Segmentation

MBE/DBE, Census Tract, Medical Practice, Industry Keywords, Operates in Cannabis Industry (Yes/No)

Signals

Buyer Intent

Executive Profiles

Job Title / History, Board & Other Affiliations, Achievements, Wealth

Executive Contact Details

Email Address, Phone #, Mobile #, Work Location

Alerts

Job Moves, Company Announcements, Community Recognition, Buyer Intent Signals, Loan Filing Updates

Actionable Research

Industry Research (powered by our partners at IBISWorld & Vertical IQ), Market Research, Wallet Sizing

Network Connections

Center of Influence (COI) Linkages, Contact & Affiliation Overlaps (who knows who)

RelPro is built on a multi-source data strategy that combines proprietary intelligence with a network of trusted data and integration partners.

RelPro’s data partners include branded sources such as BoardEx (powered by Altrata), Bombora, Cognism, CRB Monitor, Crunchbase, Candid (GuideStar), JUST Capital, Rivel Banking Research, and Windfall. These partners provide specialized insights across areas like buyer intent, executive relationships, financial activity, and market intelligence.

For mutual customers of both solutions, RelPro offers platform integrations with leading data and research providers such as BoardEx (powered by Altrata), Dun & Bradstreet, IBISWorld, and Vertical IQ.

In addition, RelPro ingests, enhances, and standardizes data from a wide range of proprietary and third-party white-labeled sources beyond those listed. These inputs, combined with RelPro Analytics, enable the platform to deliver a more complete, accurate, and actionable view of companies and decision-makers.

This approach helps reduce gaps, improve data quality, and provide deeper insight than any single-source solution.

RelPro continuously refreshes and validates its data to provide timely and reliable insights for prospecting and relationship management. Buyer intent data is updated weekly, helping users stay aligned with the most current signals.

Because RelPro leverages multiple data sources, users may see more than one value for certain data points, such as contact details. This allows users to compare sources and make informed decisions based on the full picture.

For contact data, RelPro applies additional verification processes, including regular email validation and deliverability checks. The platform also includes compliance indicators such as “Do Not Call” flags to support responsible outreach.

By combining multi-source transparency with ongoing validation, RelPro gives users both confidence in the data and visibility into how it is derived, helping reduce risk and improve outreach effectiveness.

Yes, RelPro integrates with Salesforce, allowing users to push data found in RelPro directly into their CRM through the click of a button, avoiding manual data entry.

In addition to our integration with Salesforce, many of our customers leverage our APIs and flat file delivery options to ingest data at scale into their CRMs and third-party systems.

Yes, RelPro Data Services [Link there] enhances CRM data by filling in missing information, updating outdated records, and adding new intelligence, helping teams maintain a clean, complete CRM with less manual effort.

RelPro supports both one-time CRM data cleansing and ongoing data maintenance. This includes deduplication, record merging, company & contact enrichment, and standardization to improve overall data quality and consistency.

Through our webhook alerts services, RelPro offers ongoing automatic updates whenever a company or contact you are following has relevant updates. This reduces manual data efforts by keeping CRM data clean and refreshed in an automated way.

By keeping CRM data accurate and up to date, RelPro helps teams improve visibility, reduce inefficiencies, and drive more effective business development.

Successful AI workflows and strategies depend on a strong data foundation. RelPro provides the company, contact, and relationship intelligence needed to support both current and future AI-driven growth.

RelPro provides high-quality, structured, and multi-sourced data that strengthens AI outputs and improves the accuracy of insights, targeting, and automation.

RelPro is also expanding its capabilities, including MCP server connections planned for 2026. These will enable more seamless integration between RelPro data and AI systems, supporting more advanced automation and orchestration across workflows.