CRM & Sales Automation for B2B SMBs
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 revenue automation system your team actually uses, not a data dump.
Trusted by B2B companies across the Americas and Europe
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, and the prospect signs with a competitor whose CRM did it automatically. Founders and SME executives don't have a lead-generation problem as often as they think, they have a revenue leak in the middle of the pipeline: deals that stall because follow-up depended on a person having a good week across too many disconnected systems. That kind of pattern-matching and routing is what AI is built for, and most CRMs still don't use it.
tools the average rep juggles to close a single deal
Salesforce, State of Sales
of sellers feel overwhelmed by how many tools they use
Gartner, 1,026 sellers
less likely to hit quota when overwhelmed by tools
Gartner, 1,026 sellers
How We Solve It
A clear, step-by-step process engineered for results.
- 01
Pipeline Audit
AI scans your existing CRM data to map the sales process end-to-end, so we can identify bottlenecks and document where manual effort is slowing deals down or causing drop-offs.
- 02
CRM Architecture
We redesign your pipeline stages, deal properties, and data model based on what the audit's data actually shows about how deals move, so your CRM reflects how your team actually sells, not a generic template.
- 03
Automation Build
AI powers the lead scoring and routing logic behind the automated follow-ups, task creation, and notification triggers we implement, so your team focuses on selling, not admin.
- 04
Training & Handoff
We train your sales team on the new system and document everything, then use AI to monitor adoption patterns and flag where the automation isn't being used, so it actually drives results instead of getting ignored.
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. AI scores every lead and fires follow-ups on their own, so you get one forecast you can trust instead of three different guesses, and a senior strategist reviews how it's set up, not a chatbot guessing at your pipeline.
Capabilities in detail
Everything here gets built, documented, and handed over, tied to a number in your pipeline, so when we say it worked, you can check.
CRM Architecture & Setup
AI analyzes your existing deal data to reveal how your team actually sells; we configure pipeline stages, deal properties, and data models around that reality, not a generic template.
- 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
AI scores leads and routes deals based on what's actually converting, and flags stalled or at-risk deals before they go quiet, automating the busywork that slows your reps down. 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
- Automated recovery for stalled and at-risk deals
Sales Enablement
AI drafts the first pass on follow-up sequences and playbook content for each deal stage; a strategist reviews and finalizes what your team actually uses, so 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
AI compiles what's happening across your pipeline into dashboards you can trust, 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
Outbound & ABM
Waiting for buyers to find you only works once they've started looking. We build the target list, run the sequences, and land every reply in the pipeline with an owner and a next step attached.
- Segmented target account and prospect lists
- LinkedIn and email sequences written for your offer
- Replies routed into the CRM with SLA alerts
- Bounce, opt-out, and deliverability hygiene
Quote-to-Close Automation
The last mile is where deals stall: a quote sitting in drafts, a contract waiting on a signature nobody chased, an invoice that goes out a week late. We automate the path from agreed to signed to paid, with e-signature, payment, and CRM firing off the same trigger.
- Quote and proposal generation from CRM deal data
- E-signature flow with automated reminders until signed
- Payment and invoicing triggered on signature
- Closed-won handoff that opens onboarding automatically
Proven Results
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.
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.
Almost never at the top of the funnel. It's the middle: deals that stall because a follow-up depended on someone remembering, a lead score nobody trusts, or a stage transition with no real qualification behind it. We map those exact leak points during the Pipeline Audit, before we build anything.
Both, depending on what you need. We build the target lists, write the LinkedIn and email sequences, and wire replies into your CRM with an owner and a next step. Some clients want us running it month to month, others want it built and handed to their own reps. We've done it both ways.
Quotes generated from CRM deal data, an e-signature flow that chases the signature on its own, payment and invoicing triggered the moment it's signed, and a closed-won handoff that opens onboarding without anyone re-keying details. We built this end to end for a US fintech and it covered 100% of their contracts.
Ready to get started?
A two-week pipeline audit tells you where deals are stalling and what it is costing you, and it is credited against a full build if you move forward within 30 days.
Book a Pipeline AuditPrefer to talk first? Book a 20-minute call