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.
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.
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.
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.
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
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
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
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.
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.
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.
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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