CRM & Sales Automation for B2B Startups
No deal dies from a missed follow-up on our watch.
Every opportunity gets tracked, nurtured, and moved forward automatically, so your CRM becomes a system your team actually uses, not a data dump.
Trusted by B2B companies across the Americas
The Problem
Nobody loses a deal on purpose. They lose it on a Thursday, when a founder who's also doing product, hiring, and fundraising forgets to send the follow-up. Three weeks later the prospect signs with a competitor whose CRM sent theirs automatically. Startups don't have a lead-generation problem as often as they think. They have a middle-of-the-pipeline problem: deals that stall because the follow-up depended on a person having a good week.
How We Solve It
A clear, step-by-step process engineered for results.
Pipeline Audit
We map your current sales process end-to-end, identify bottlenecks, and document where manual effort is slowing deals down or causing drop-offs.
CRM Architecture
We redesign your pipeline stages, deal properties, and data model so your CRM reflects how your team actually sells, not a generic template.
Automation Build
We implement automated follow-ups, deal routing, lead scoring, task creation, and notification triggers so your team focuses on selling, not admin.
Training & Handoff
We train your sales team on the new system, document everything, and monitor adoption to ensure the automation actually gets used and drives results.
Why It Matters
The goal isn't to reinvent your sales process. It's to stop losing deals to a missed follow-up or a stage nobody's watching. Every lead gets an owner and a score, follow-ups fire on their own, and you get one forecast you can trust instead of three different guesses.
Capabilities in detail
Four things get built. Each one is documented, handed over, and tied to a number in your pipeline, so when we say it worked, you can check.
CRM Architecture & Setup
We configure your CRM around the way your team actually sells, not a generic template. Pipeline stages, deal properties, and data models all reflect your real process.
- CRM platform configuration built around your existing setup
- Custom pipeline stage design
- Deal properties and data model build
- Integration with marketing and product tools
Sales Automation
We automate the busywork that slows your reps down: deal routing, task creation, stage triggers, and notifications. Your team stops updating records and starts closing deals.
- Deal routing and assignment rules
- Stage-based automated triggers
- Task and activity creation workflows
- SLA alerts and escalation notifications
Sales Enablement
We build the follow-up sequences, playbooks, and training your team needs to execute consistently. Every rep runs the same proven playbook, every time.
- Automated follow-up and nurture sequences
- Sales playbooks for each deal stage
- Email templates and snippet libraries
- Live training and onboarding documentation
Reporting & Dashboards
We build dashboards that show exactly what's happening in your pipeline, so you can forecast accurately and coach reps based on real data, not gut feel.
- Custom leadership and rep-level dashboards
- Forecast accuracy and pipeline health reports
- Activity and conversion tracking
- Weekly performance review setup
Proven Results
$1.2M
in revenue closed in under 3 months
U.S. Tax Credit Processing Company
They were fast to understand the business and have impressive knowledge in integrations and automation. We needed it being a small team. They made everything easier.
Biz
Founder
Frequently Asked Questions
We work directly inside HubSpot, Salesforce, and Pipedrive. If you're using a different system, we'll evaluate it and either adapt or recommend a better setup.
No. We build on what's already working. We map your existing process first, then layer in automation that removes friction, not the process your team is used to.
Typically 4–6 weeks for a full setup. Simpler optimizations (like adding automation to an existing CRM) can be done in 2–3 weeks.
Yes. Every engagement includes hands-on training and documentation. We don't just build it and leave, we make sure your team adopts it and sees value immediately.
Related Services
Ready to get started?
Two weeks, $2,400, and you'll know exactly where deals are stalling and what it's costing you. Credited against a full build if you move forward within 30 days.
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