Participant RECRUITMENT inFRASTRUCTURE for B2B research teams
Participant recruitment, powered by customer context.
Unveil connects CRM, product usage, support history, and past research to help you find and safely reach the right customers.
Power users at expansion-stage accounts who haven’t participated in 90 days and have adopted the reporting feature
SHORTLIST
14 participants found
SC
Sarah Chen
Meridian Software · VP Product
Power user
Last: 94d ago
JM
James Moreira
Arcturus Health · Head of Ops
Power user
Last: 112d ago
AL
Anika Lund
Fenwick Labs · Product Manager
Power user
Last: 98d ago
01 · Find
Describe who you need in plain English. Unveil finds them.
Plain-English requests
Describe the customers you need the way you’d explain them to a colleague.
Matched from your own data
Unveil finds matching customers across your CRM, product usage, support history, and past research.
02 · Reach
Safety checks built for B2B research workflows.
Automated guardrails
Contact frequency · Renewal windows · Support escalations ·
Account owner in the loop
Routine checks happen automatically.
Every account is mapped to its Sales or Customer Success owner, who stays in the loop and can intervene when they know something the system doesn’t.
Recruitment check — Sarah Chen
SC
Sarah Chen · Meridian Software
Outreach requested by Maya Rodriguez
Contact frequency within limits
Clear
Renewal window — 97 days remaining
Clear
No active escalations on account
Clear
Account owner David Park has been kept in the loop.
If no refusal is received within 48 hours, outreach will proceed.
Enterprise ready
Built for enterprise customer data.
PII Encryption
Customer data is encrypted.
PII Redaction
Sensitive data stays protected in the UI.
Role-Based Access
Access is controlled by role and permission.
SOC 2 Type II
Built with enterprise security requirements in mind.
GDPR & CCPA · AES-256 · SSO / SAML
Early access
Ready to streamline participant recruitment?
We’re currently piloting with a small group of enterprise research teams.