Your reps should spend their week selling, not updating the CRM.

We automate the admin load on Claude: CRM updates, proposals, pipeline hygiene, and RevOps reporting, so your team's time goes to deals, not data entry.

Get your free Snapshot ›

Or book 30 minutes ›

Prefer a ballpark first? Team ballpark or CRM hygiene map.

We meet you in Salesforce, HubSpot, Gong, and your CPQ — outcomes in hours returned and cleaner pipeline data, not unproven “revenue lift” claims.

Your world

If this is your team's week, we should talk.

CRM fields go unfilled because reps update them after the fact, if at all.

Every quote and proposal gets rebuilt from scratch instead of from a template.

By the time the forecast call starts, the pipeline data is already stale.

RevOps reporting is a manual roll-up across three tools nobody fully trusts.

Qualified leads go cold in the gap between marketing's handoff and sales' follow-up.

Renewal and upsell signals sit buried in usage data until the account is already at risk.

What we automate

The repeatable revenue work, built on Claude.

CRM updates & enrichmentCall notes, next steps, and contact fields written back to the CRM after every interaction, without the rep touching it.

Quotes & proposalsOn-brand, correctly priced quotes and proposals generated from your catalog in minutes, not an afternoon.

Pipeline hygiene & forecastingStale deals flagged, missing fields filled, and a current forecast roll-up ready before the call starts.

Revenue & RevOps reportingARR, NRR, win rate, and cohort tables built on a schedule from your CRM and billing systems.

Lead routing & follow-upInbound leads scored against your ICP, routed to the right rep, and first-draft follow-ups queued within minutes.

Renewal & churn signalsUsage, support trends, and login frequency surfaced weekly so at-risk accounts show up before QBR season.

Rep relationships, pricing discretion, and deal strategy stay with your sales team. We handle the data work and administrative overhead; the selling itself remains theirs.

Sales & RevOps, in your industry

Private Equity Healthcare SaaS & Software Construction Professional Services Manufacturing Food & Beverage Government Contracting

How engagements run

Start free. Go deeper when selling hours are clear.

Free · ~2 weeks

AI Value Snapshot

We map CRM / RevOps admin load, automate one live Salesforce or HubSpot workflow, and hand you hours returned — not a pipeline promise.

Get my free Snapshot ›

From $5,000

Close Sprint

Notes → CRM, forecast hygiene, or lead enrichment in your own accounts — documented and owned by you.

See automation services ›

From $3,500/mo

Run & Extend

A standing RevOps automation partner: new workflows each month, monitored and maintained.

See how retainers work ›

Illustrative first

CRM hygiene map

Size the admin hours before you book — outcomes in hours returned, not unproven revenue lift.

Open the CRM map ›

FAQ

Common questions

How do you measure CRM automation value?

In admin hours returned and cleaner pipeline data your team can trust. Labs are illustrative; Snapshots measure the work on your Salesforce or HubSpot.

Which CRM systems do you automate in?

Salesforce, HubSpot, Gong notes, and common CPQ / quoting tools — we meet you in the stack your reps already use.

What does a sales Snapshot include?

We map CRM / RevOps admin load, automate one live workflow, and hand you hours returned from your own process — free and yours to keep.