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Data Intelligence

Qualify, prioritize, and route leads automatically using iClosed data enrichment features

Updated this week

iClosed Data Intelligence is a collection of real-time verification and qualification features designed to improve lead quality, protect sales resources, and optimize decision-making before a lead books a call.

By validating contact information and evaluating risk early in the funnel, these features features help teams block low-quality leads, and route qualified prospects to the right sales reps.

A common flow includes:

  1. Email Validation to stop obvious spam and invalid leads

  2. Phone Validation to ensure reachability and identity strength

  3. Credit Score Check to evaluate financial eligibility and risk

If a lead fails an early step, iClosed can automatically skip later checks to reduce unnecessary credit usage.

Credit Score Check is available with Business subscription plan only, while Email Validation and Phone Validation are supported by all iClosed plans.


Data Intelligence Features

Email Validation

Email Validation checks whether an email address is real, deliverable, and safe before the lead proceeds through the funnel. It evaluates signals such as:

  • Deliverability status

  • Disposable or role-based emails

  • Domain quality and reputation

  • Toxicity risk and confidence score

Email Validation acts as an early quality gate and is often used as the first checkpoint to stop spam and invalid leads while saving credits by skipping downstream checks when an email is invalid.

Learn more about Email Validation here.


Phone Number Validation

Phone Number Validation verifies whether a lead’s phone number is real, reachable, and usable as soon as it is entered on the form. It identifies key attributes such as:

  • Number validity

  • Country and carrier

  • Line type (mobile, landline, VOIP)

  • Prepaid vs. postpaid status

Phone Validation is commonly used to block fake or uncontactable leads, prevent spam submissions, and ensure that only reachable prospects can progress or book calls.

Learn more about Phone Number Validation here.


Credit Score Check

Credit Score Check evaluates a lead’s creditworthiness and financial risk based on available credit data. It returns structured signals such as:

  • Credit Score range

  • Debt-To-Income (DTI) ratio

  • Risk categories used for qualification or routing

Important notes

Credit Check & DTI is available only for United States-based businesses and will run for U.S. phone numbers entered on the form only.

  1. To enable Credit Check & DTI, your company must complete a one-time verification process.

  2. Access will be granted upon verification process that includes:

    1. review and approval from the 3rd party data supplier

    2. review and approval by the iClosed team

Data required for accurate credit score check is:

  • Full name of the invitee

  • Email address of the invitee

  • Phone number of the invitee

  • Phone validation turned ON in Validate & Enrich section

  • Email validation turned ON in Validate & Enrich section

  • Credits available in the wallet

Credit Score checks are typically used for lead disqualification, conditional routing, and prioritization, ensuring that sales teams engage with prospects who meet eligibility and affordability criteria.

Here's a quick video on how Credit Score works:

Learn more about Credit Score feature here.


Data Intelligence Credit Costs

About Credits

iClosed uses a centralized wallet to manage Credits across all usage-based features. Instead of paying fixed fees, Credits are deducted only when a feature is actually used. Credits will be used for pay-per-use features, such as:

Pro tips

Credit Score cost wont summarize, but depending of the feature selected, your credit wallet will be charged for either:

  • Credit Score – 15 credits per check or

  • Debt-To-Income ratio (DTI) – 24 credits per check that will include Credit Score results in data

Credit Score check requires mandatory Phone and Email validation, these costs will add up to Credit Score cost:

  • Credit score = 15 credits per check + 1.5 credits for Phone validation + 0.5 credits for Email validation = 17 credits in total

  • Credit score + Debt-to-income ratio = 24 credits per check + 1.5 credits for Phone validation + 0.5 credits for Email validation = 26 credits in total


Buying Credits And Balance Overview

You can buy credits from Settings → Billing to start.

  1. Click on the Buy Credits button

  2. A new window will show for a user to select:
    a. Options for selecting payment method or
    b. Adding new payment method

  3. Select number of credits you’d like to buy (min is 100 credits = $20) or select any of the bundles:

    • 500 credits = $100

    • 1,000 credits = $200

    • 2,000 credits = $400

    • 5,000 credits = $1,000

  4. Confirm & Buy credits to proceed

Additionally, from the Settings → Billing menu, you will have access to the Credits Usage wallet, which gives you a complete overview of how Credits are consumed across usage-based features in your account.

At the top of the Credit Usage page, you’ll see a summary of your Wallet:

  • Available Credits – Credits currently remaining in your Wallet

  • Credits used – Credits already consumed

  • Total Credits – Total Credits added to your Wallet over time


Auto-Recharge Of Credits

Next to your Credit balance, iClosed displays the Auto-recharge status.

When your Credit balance reaches 0, all usage-based features will stop working!

iClosed recommends enabling auto-recharge to prevent any interruptions in data enrichment, so your credits can be automatically topped up when your balance falls below a defined threshold.


Credit Usage Logs

Clicking on any feature in the usage breakdown opens feature-specific logs, providing a detailed history of Credit usage. Each log includes:

  • The contact or recipient

  • The validation or action result

  • Credits charged for that action

  • Timestamp of when the feature was triggered

Feature logs are available for:

  • SMS – message-level delivery and charges

  • Email Validation – per-email validation results and Credits used

  • Phone Validation – per-number validation results and Credits used

  • Credit Score & DTI – per-check results and Credits used

Logs are accessible from the Integrations page as well.


Credits Usage Guard

Usage Guard helps you protect your Credits from unexpected spikes in Credit Check activity.

Set a request limit within a time window to automatically pause Credit Checks if usage exceeds your threshold. This is especially useful during webinars, website traffic spikes, or any other campaigns.

You’ll be notified if Credit Checks are paused and can re-enable them manually at any time.

This additional safety mechanism that can be turned on from Credit Score check logs.


Using Data Intelligence Features

The Data Intelligence features were implemented to evaluate risk early in the funnel, and for keeping your team prepared and efficient.

Phone number and Email validation will run immediately on the form as lead enters information and lead wont be able to press continue button until valid email and phone are entered.

Credit score check on the other hand can be used for:

  • Disqualifying leads per Credit Score or DTI results

  • Routing to specific Closers via Conditional Routing per Credit Score or DTI results


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