RevOps automation that compounds.
We build CRM automation for sales teams that actually holds up, clean data, instant routing, enrichment that fires on every record, and reporting your leadership trusts.
What we automate.
CRM hygiene, on autopilot
Dedupe, enrich, and standardize every record as it lands. No more rep-built spreadsheets duct-taped to your pipeline.
Lead routing in real time
Round-robin, territory, account-based, routed the moment a lead enters the system, with full audit trails.
Enrichment that compounds
Firmographic, technographic, and intent data piped into the right fields automatically. Reps stop researching, start selling.
Reporting as a system
Dashboards your leadership trusts because the underlying data is correct. Pipeline forecasts that don't melt at quarter-end.
How we build it.
We start with a two-week audit of your CRM, your stack, and the handoffs in between. Then we ship the automations in priority order, quick wins first, structural work right behind it.
- 01Audit: data model, routing rules, leakage points, reporting gaps.
- 02Stabilize: dedupe, fix field hygiene, lock the schema.
- 03Automate: routing, enrichment, lifecycle stages, alerts.
- 04Report: dashboards leadership and reps both actually open.
- 05Maintain: monthly checkpoints so the system stays sharp.