Pre-call CRM enrichment
Greet callers by name. Know what they bought last.
When the phone rings, Stellar reverse-looks-up the caller across your connected CRM in under 350ms — name, last interaction, membership tier, recent jobs — and hands the agent that context before it says hello. No more “can I get your name?”
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?”
Five CRMs, one race, 350ms ceiling
The moment a call is starting, Stellar dispatches a parallel reverse-phone-lookup against every CRM you have connected. First non-null match wins. The whole race runs inside the call-setup window, so enrichment never delays the call.
If a provider misses, fails, or times out, we fall back silently and the call continues. Caller history is a layer on top of the agent — not a single point of failure.
Connected CRMs
Five providers covered today
Connect any of these and enrichment turns on automatically. Connect more than one and they race — whichever returns first wins, with field-service CRMs preferred for ties because their data is 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
Same agent. Different first sentence.
Three real-world greetings the moment a known caller's phone hits Stellar.
Returning customer
Without enrichment
“Hi, this is Stella. Can I get your name?”
With Stellar
“Hi Sarah, this is Stella from Acme. I see your AC tune-up went well in March — what can I help 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 next steps?”
Tenant-isolated by design
Every lookup filters on your account ID. The Redis cache key includes your account ID. There is no path that surfaces another business's caller data into your agent — architecturally impossible, not policy-enforced.
The agent gets a clearly-labelled “Caller History” section in its prompt with explicit instructions to use the data conversationally, not read it aloud. We don't want the agent saying “your last interaction was 2026-03-14T15:30:00Z” — it should sound natural.
Inbound calls feel personal again.
Connect a CRM in under two minutes. Enrichment turns on automatically.