Automate the Work Nobody Wants to Do
Eliminate manual data entry, routing, and follow-up tasks. Give your team back hours of selling time every week.
Automation Challenges We Solve
Manual Data Entry
Reps spend hours logging activities, updating fields, and copying data between systems.
Slow Lead Response
Leads wait hours for routing and assignment because the handoff process is manual.
Inconsistent Follow-Up
Important follow-ups fall through the cracks because there's no automated system to ensure they happen.
Automation Services
Workflows that run themselves
Lead Routing & Assignment
Auto-route leads to the right rep based on territory, round-robin, or account matching.
- Territory-based routing
- Round-robin assignment
- Account matching
- SLA enforcement
Deal Stage Automation
Auto-update fields, create tasks, and trigger notifications as deals progress.
- Stage progression rules
- Task creation
- Field updates
- Slack notifications
Approval Workflows
Automate discount approvals, contract reviews, and deal desk routing.
- Multi-tier approvals
- Conditional logic
- Escalation rules
- Audit trails
Cross-Platform Workflows
Connect your entire tech stack with automated data syncs and triggers.
- CRM to marketing sync
- Slack integrations
- Calendar automation
- Document generation
Frequently Asked Questions
What tools do you use for automation?
Native CRM automation (Salesforce Flows, HubSpot Workflows), plus iPaaS platforms like Workato, Make, and Tray.io for cross-platform automation.
How do you prioritize which workflows to automate?
We identify the highest-impact, highest-frequency manual tasks and automate those first. ROI is visible within the first sprint.