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Customer Intelligence for vertical saas

Know Who Matters. Move Faster.

You have hundreds of customers and many look the same. They aren't.
GoodWork connects to your CRM, models your customer base, and shows you exactly which segments drive value, which churn, and where to expand.
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Trusted by revenue and marketing teams backed by:
HOW IT WORKS

From Raw Data to Revenue Clarity

GoodWork connects to your CRM, models your customers, and delivers intelligence your team can act on. Continuously.

01

Analyze

30 Days
30 Days
GoodWork analyzes who buys, who expands, and who churns. In 30 days, you get a board-ready segmentation deck and your full customer base scored and tagged.

The findings are specific. Which segments contribute more revenue than their size suggests. Which are your highest-churn. Which existing customers fit the profile for your newest product, and how to identify them.

Your team invests about a day of time. GoodWork handles everything else.
Data from:
02

Segment

Continuous
Continuous
New contacts arrive from your CRM, uploaded lists, or webhooks. GoodWork enriches, segments, and scores each one, then handles deduplication and freshness directly in Salesforce or HubSpot.

Upload a tradeshow list and know in minutes which ten contacts mirror your best customers. Route inbound leads to the right message or rep based on segment and fit score. Surface existing customers who match the profile of your multi-product buyers but only own one product today.

Take immediate action with the tools you already use.
03

Take Action

Signal-Driven
Quarterly
GoodWork continuously monitors your contacts and accounts, surfacing opportunities through smart lists, tagging, and signal detection. When a buyer moves to a new company, it's flagged. When an existing customer matches the profile of your multi-product buyers, they're tagged for cross-sell. When patterns shift across a segment, you see it before it shows up in a quarterly report.

Your dedicated GoodWork team reviews performance and recalibrates as your business evolves, but the intelligence doesn't wait for a meeting. It runs continuously.
With data sourced from:
Web Research
Growth Signals
And dozens more...
No third-party data subscriptions required.

Built for Companies with Thousands of Customers

B2B
Vertical SaaS
PE-Backed

With GoodWork, PatientNow:

Identified immediate upsell and expansion opportunities
Surfaced signals driving multi-product cross-selling
Aligned Sales, CS, and RevOps on one shared customer view
"GoodWork has changed how we identify and prioritize growth at PatientNow. We now have a clear, signal-driven view of which segments create the most value, what indicates real buyer expansion opportunities, and where we should focus our growth strategy and product roadmap. Instead of relying on assumptions, our teams can execute with precision and align around a shared understanding of our customer. GoodWork has become central to how we allocate resources, focus our strategy, and drive growth."
Bridget Winston
Chief Revenue Officer, PatientNow
Membership
Venture-Backed

With GoodWork, Chief:

Identified high value personas that were previously underserved
Streamlined membership criteria and manual operational processes
Found new insights that led to new products and repositioning
"GoodWork has transformed how we understand our member ecosystem. We now have clarity on exactly where to focus our efforts and can identify underserved member segments that represent real growth opportunities. This insight helps us provide the best possible experience—not just for our members, but for our internal teams who now have the data they need to make confident decisions. The visibility into member patterns has been game-changing for strategic prioritization.
Sabrina Caluori
Chief Marketing Officer, Chief
B2B
Enterprise SaaS
PE-Backed

With GoodWork, Documo:

Identified, then prioritized high-value inbound, event and PLG leads
Sourced new high-fit prospects that are look-alike to top customers
Sourced then converted former buyers who changed jobs
“GoodWork gave our team a clearer, faster way to activate demand. Marketing and sales now share one view of which accounts matter most — and the context behind every lead. We can see when former buyers show up at new companies, enrich inbound and event lists automatically, and tailor outreach with precision. It’s improved our focus, our handoffs, and the overall speed of how we grow.”
Larisa Summers
SVP Marketing, Documo

Know Your Customers. Expand from There.

GoodWork shows you which customers drive the most value, where to expand with them, and how to find more that look like them.
key Benefits

See Which Customers Drive Value

Understand your customer base at the segment level, not the spreadsheet level. GoodWork shows you which segments contribute the most revenue, which churn, and which are worth more investment. Know immediately who's ready for expansion and how to find more like them.
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key Benefits

Know Where to Expand

Identify the cross-sell, upsell, and expansion opportunities already sitting in your customer base. GoodWork finds existing customers who match the profile of your multi-product buyers, tags contacts for product fit, and surfaces the ones your team should talk to now
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key Benefits

Keep your CRM Current

CRM data goes stale fast. People change jobs, companies open new locations, records decay. GoodWork keeps your contacts and company profiles accurate with continuous enrichment, deduplication, and monitoring. Your team always works off what's true right now.
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With data sourced from:
Web Scraping
Growth Signals
And dozens more...
No third-party data subscriptions required.

Built for High-Growth B2B Marketing Teams

B2B/B2C

Wih GoodWork, Chief:

Identified New Member Personas
Streamlined their Membership Criteria and Process
Increased Retention with New Products & Signals
Boosted Engagement
"GoodWork has transformed how we understand our member ecosystem. We now have clarity on exactly where to focus our efforts and can identify underserved member segments that represent real growth opportunities. This insight helps us provide the best possible experience—not just for our members, but for our internal teams who now have the data they need to make confident decisions. The visibility into member patterns has been game-changing for strategic prioritization.
Sabrina Caluori
Chief Marketing Officer, Chief
COMPARISON

Turnkey with Measurable Value in the First 30 Days

Buyer intelligence and segmentation delivered directly to your CRM without the headache.
pricing

Turn your CRM into a Competitive Advantage

GoodWork offers the perfect balance of agentic AI and hands-on support to get you up and running quickly.
Core
Contextually Enrich your Contacts and keep them up-to-date, automatically.
Key Features
40+ AI Enrichment Fields integrated with Salesforce or HubSpot
Pre-Screen Contact Lists for Fit, then Enrich and Prioritize
Monitor Contacts and Companies for recent changes, automatically.
Includes:
3 seats + 5K contacts monitored
White-glove setup of AI fields tailored to your business.
Starting at
$995
/month
Get Started
Pro
Segment and Score your Contacts to prioritize who matters and how to engage.
Everything in Core, plus:
5 Buyer Personas built from CRM analysis (that's customizable)
Contact Fit Scoring, Cross-Sell, Upsell, & Product Matching
Custom Salesforce field mappings for deeper insights & integration.
Includes:
5 seats + 10K contacts monitored
White-glove setup of AI fields, segments and scoring.
Starting at
$2495
/month
Get Started
Premium
Predictive Buyer Intelligence for deep personalization & targeting.
Everything in Pro, plus:
LLM-Ready Engagement Briefs that predict behavior and needs.
Predictive AI Tagging for micro-segmentation and engagement.
Customized AI workflows built to maximize all available data.
Includes:
10 seats + 10OK+ contacts monitored
Full-service, including an in-depth segmentation analysis upfront.
Custom Tailored
Get Started
No 3rd party data subscriptions (Clay, Apollo etc.) required.

Get Early Access, Stay in the Know

Talk to Us
Book 30 minutes with our team to see if Goodwork is a fit.
"GoodWork has changed how we identify and prioritize growth at PatientNow. We now have a clear, signal-driven view of which segments create the most value, what indicates real buyer expansion opportunities, and where we should focus our growth strategy and product roadmap. Instead of relying on assumptions, our teams can execute with precision and align around a shared understanding of our customer. GoodWork has become central to how we allocate resources, focus our strategy, and drive growth."
Bridget Winston
Chief Revenue Officer, PatientNow
"GoodWork has transformed how we understand our member ecosystem. We now have clarity on exactly where to focus our efforts and can identify underserved member segments that represent real growth opportunities. This insight helps us provide the best possible experience—not just for our members, but for our internal teams who now have the data they need to make confident decisions. The visibility into member patterns has been game-changing for strategic prioritization.
Sabrina Caluori
Chief Marketing Officer, Chief
“GoodWork gave our team a clearer, faster way to activate demand. Marketing and sales now share one view of which accounts matter most — and the context behind every lead. We can see when former buyers show up at new companies, enrich inbound and event lists automatically, and tailor outreach with precision. It’s improved our focus, our handoffs, and the overall speed of how we grow.”
Larisa Summers
SVP Marketing, Documo

Frequently Asked Questions

01
What is GoodWork?
GoodWork is an AI-powered customer intelligence platform. We connect to Salesforce or HubSpot, model your customer base, and score every contact so your team knows who to prioritize and why.

Most companies have years of customer data and almost no reliable way to answer the question "who should we focus on right now?" The data exists. What is missing is the layer that turns it into something your team can take action on. That is what GoodWork comes in.
02
Who is GoodWork built for?
Revenue and marketing leaders at Vertical SaaS companies and professional membership organizations. The common thread is companies with large customer bases, real growth targets, lean teams, and a CRM that has accumulated more complexity than clarity over time.

If you sell industry-specific software or services to hundreds or thousands of customers and you need a systematic way to understand which customers drive value and where to expand, GoodWork was built for you.
03
How is GoodWork different from Clay, Apollo, or ZoomInfo?
Those are data tools. They provide contact information, firmographics, and behavioral signals. That is genuinely useful, but it solves a different problem. Enrichment tells you who someone is. It does not tell you why they matter or what to do about it.

GoodWork uses your CRM data, plus Clay, Apollo, and dozens of other sources as inputs. Then we apply AI that understands your specific customer base to segment contacts, score them for fit, and surface patterns that predict outcomes like expansion, churn, or cross-sell. The distinction is between having more data and having more clarity. Those are not the same thing, and the gap between them is where most teams get stuck.
04
How is GoodWork different from hiring a consulting firm?
A consulting firm will spend three to six months studying your business and deliver a strategy deck. The analysis is often quite good. The problem is what happens next. Translating a static deliverable into daily execution is genuinely difficult, and most organizations do not do it well.

GoodWork delivers a segmentation analysis in under 30 days and then operationalizes it directly in your CRM. Contacts are scored, segments are defined, and the intelligence updates continuously as your data changes. You get the strategic depth of a consulting engagement combined with the operational follow-through that makes it stick.
05
What if our CRM data is messy or incomplete?
That is the normal starting point. CRM data degrades naturally. People change jobs, companies get acquired, contact information goes stale. If your organization has been through acquisitions or used multiple systems over the years, the problem compounds quickly.

GoodWork builds a custom mapping to your existing data so we work with what you have rather than adding more fields on top of the mess. We augment gaps with third-party sources, deduplicate records, and organize everything as it flows through the system. Your CRM actually improves over time.
06
How long does it take to get started?
About 30 days. Your team invests roughly a day of time across the process. GoodWork handles everything else. By day 30, your segmentation deck is delivered and every customer contact in your CRM is scored and segmented. From there, the system runs continuously.
07
What do we actually get?
Two things up front. First, a segmentation deck that defines your buyer segments, quantifies where revenue comes from, identifies which segments outperform or underperform, and provides clear recommendations on where to invest, maintain, or fix. This is designed to be shared with your CEO and board.

Second, your full customer contact list comes back processed. Every contact is scored for fit, assigned to a segment, and tagged with signals like upsell potential, product fit, and cross-sell opportunity. All of that is delivered back into your CRM as live data your team can act on immediately.

After onboarding, the system runs continuously. New leads that enter your CRM are enriched, segmented, and scored automatically. You also get a dedicated Customer Success Strategist, quarterly strategy reviews, and a direct Slack channel with our team from day one.
08
What results do your customers see?
The pattern is consistent. Customers discover that a segment representing 16% of their base drives 35% of lifetime revenue. Or that a specific product combination accounts for 60% of total value despite being only 27% of customers. Those are the kinds of findings that change how teams allocate resources.

From there, teams use GoodWork to identify upsell and expansion opportunities they didn't previously have visibility into, equip sales with real intelligence on every lead, and align their revenue team around a shared understanding of who matters and why.

The broader shift is strategic. Teams move from running campaigns against broad, undifferentiated lists to targeting specific segments with messaging that reflects what those segments actually care about.
09
How does pricing work?
Onboarding covers customer modeling, segmentation analysis, and setup. After that, ongoing pricing is a platform fee plus credits consumed as contacts are processed. No separate data subscriptions required. GoodWork handles all data sourcing.

We scope based on your CRM size and goals. Upfront commitments are intentionally low so we can prove value before you expand.
10
How do you handle data security and privacy?
Data is processed under zero-retention agreements and is never stored or used for model training by AI providers. GoodWork connects to your CRM securely with scoped access, and you have full visibility into how the system segments and scores. SOC 2 certification is currently in process.
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