Pre-call CRM enrichment
Greet callers by name. Know what they bought last.
When your phone rings, Stellar runs a reverse phone lookup against your connected CRM in under 350 milliseconds. Name, last interaction, membership tier, and recent jobs all surface before the agent says hello. No more “can I get your name?” on a call from a customer who has been with you for five years.
Incoming
+1 (555) 234-7891
“Hi Sarah, this is Stella from Acme. I see your AC tune-up went well in March — what can I help with today?”
How does Stellar look up a caller in under 350ms?
The moment a call is connecting, Stellar fires a reverse phone lookup at every CRM you have connected, in parallel. The first match that comes back with usable data wins, and the whole race finishes inside the call-setup window, so enrichment never delays the agent picking up.
If a provider misses, fails, or times out, the call continues silently with whatever data did come back. Caller context is an extra layer of polish on top of the agent, not a single point of failure if your CRM happens to be slow.
Connected CRMs
Five providers covered today
Connect any of these and enrichment turns on automatically. Connect more than one and they race in parallel: whichever returns first wins, with field-service CRMs preferred for ties because their data tends to be richer for home services.
HubSpot
lifecycle stage + last activity
GoHighLevel
tags + last activity
Zoho CRM
lead source + last contact
ServiceTitan
customer type + last touch
Housecall Pro
name + email + recent contact
What does enrichment change about the first sentence on a call?
Three real-world greetings, side by side. The same agent, the same caller. The only difference is whether enrichment is on.
Returning customer
Without enrichment
“Hi, this is Stella. Can I get your name?”
With Stellar
“Hi Sarah, this is Stella. I can see your AC tune-up went well back in March. What can I help you with today?”
Membership tier in context
Without enrichment
“Let me look up your account...”
With Stellar
“Hey Maria, looks like you're on our Gold plan, so I can offer same-day service. What's going on?”
Pipeline run continuation
Without enrichment
“What number can I reach you back at?”
With Stellar
“Hi Alex, calling back about the kitchen quote you reviewed yesterday. Do you have ten minutes to walk through the next steps?”
Tenant-isolated by design
Every lookup filters on your account ID, and the cache key includes your account ID too. There is no code path that could surface another business's caller data into your agent. It's architecturally impossible, not just policy-enforced.
The agent gets a clearly-labeled “Caller History” section in its prompt with explicit instructions to use the data conversationally, not read it aloud. The agent should sound like a colleague who already knows the customer, not a robot reciting timestamps off a screen.
Inbound calls feel personal again.
Connect a CRM in under two minutes. Enrichment turns on automatically.