Sales & CRM Automation

Pick a plan that aligns with your team—from lean launch to governed scale—without locking into a single stack.

Lean Setup

Core

Done-for-you CRM connection, clean data basics, and speed-to-lead so you start closing instead of clicking.

  • CRM connection & field mapping (HubSpot or Salesforce basics)
  • Lead capture to CRM with basic dedupe rules
  • Instant speed-to-lead alerts to Slack/email
  • Simple inbound sequences (new demo/trial inquiries)
  • Calendar embed and routing to owner
  • Auto-logging of emails/meetings where supported
  • Weekly health check and minor tweaks
  • Example technologies: HubSpot Starter CRM, Zapier, Calendly, Google Workspace
$350 /mo
Setup: $3,500 one-time • Platform/usage: Vendor fees (e.g., HubSpot/Calendly/Zapier) paid directly to vendors.
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Best for lean teams standardizing basics fast.

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Managed

Enhanced

Cross-tool workflows, intelligent routing, and on-brand outreach—what most sales teams need to scale reliably.

  • Stage-driven workflows (MQL → SQL → Opp) with owner routing
  • Enrichment + scoring (firmographics, intent) and SLA timers
  • Email/SMS sequences with AI-drafted copy and approvals
  • Bi-directional sync with sales tools (Outreach/Salesloft)
  • Dashboards: speed-to-lead, conversion, and SLA performance
  • Example technologies: Salesforce or HubSpot Pro, Make/Workato, Apollo, Twilio, Azure OpenAI
$1,500 /mo
Setup: $12,000 one-time • Platform/usage: Vendor usage billed directly (e.g., Twilio SMS, Workato tasks).
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Best for teams scaling outreach and reporting.

Scale & Governance

Enterprise

Security, privacy, and performance for complex orgs with regulated data and higher volumes.

  • SSO (SAML/OIDC), RBAC, audit logs; SCIM provisioning
  • PII controls, DLP rules, retention windows; DPA alignment
  • Private networking/VPC; data residency options
  • High-volume readiness, load testing, and rate-limiting
  • Change control, release management, priority SLAs
  • Warehouse sync and BI feeds for revenue analytics
  • Example technologies: Salesforce Enterprise, MuleSoft/Workato Enterprise, Okta, Snowflake/BigQuery, Azure OpenAI (private)
From $5,000 /mo
Setup: From $35,000 • Platform/usage: Enterprise platforms billed directly (e.g., MuleSoft, Salesforce, Azure OpenAI)
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Best for enterprises with strict governance needs.

Systematize Every Hand-off

Stop losing deals to slow follow-ups and messy data—automate the moments that move pipeline.

Core establishes clean capture and fast response with minimal tools. Enhanced adds routing, enrichment, and on-brand sequences—what most teams need to scale reliably. Enterprise layers SSO, private AI endpoints, and governed changes for complex orgs.

We integrate with your CRM and sales stack, map lifecycle stages, and automate the repetitive clicks—while keeping reps in control. Outreach stays human, logging stays accurate, and reporting finally reflects reality.

As performance improves, we expand workflows safely. Add new sources, channels, and dashboards without a rebuild, and iterate with clear baselines so every change compounds.

  • Respond instantly: trigger alerts and sequences within minutes of inbound interest.
  • Route correctly: owners set by region, product, and account tier—no spreadsheet lookups.
  • Keep data clean: enforce fields, prevent dupes, and log activity automatically.
  • Stay on-brand: approved templates with variable sets by stage and persona.
  • Measure clearly: dashboards for speed-to-lead, conversion, and SLA adherence.

Why It Works

  • Speed-to-lead within minutes—no manual triage
  • Owner routing based on ICP and territory
  • Consistent follow-ups that lift conversions
  • Accurate logging that unlocks trustworthy reports

What’s Included

  • CRM integration and field governance
  • Lead enrichment, scoring, and routing rules
  • Email/SMS sequences with approved templates
  • Activity logging plus conversion dashboards
  • Admin training and documentation (Enhanced/Enterprise)

Use Cases

  • Inbound demo/trial follow-up with owner routing
  • Lead scoring and territory assignment
  • Post-meeting sequences and next-step tasks
  • Stage conversion tracking and SLA monitoring

Who It’s For

Founder-led sales, SDR/AE teams, and RevOps leaders who need faster response times, cleaner CRM data, and repeatable follow-ups without adding headcount.

Outcomes

  • • Faster speed-to-lead and meeting rates
  • • Cleaner pipeline and reliable reporting
  • • Less manual busywork for reps

Timeline

  • • Week 1: discovery, mapping, access
  • • Week 2: build, enrichment, routing
  • • Week 3: launch, dashboards, tuning

Automate pipeline, accelerate revenue

Give every lead a fast, on-brand follow-up—and keep your CRM clean.

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Frequently Asked Questions

Core: HubSpot Starter CRM, Calendly, Zapier. Enhanced: Salesforce or HubSpot Pro, Make/Workato, Apollo, Twilio. Enterprise: Salesforce Enterprise, MuleSoft or Workato Enterprise, Okta SSO, Snowflake or BigQuery.
We implement field mapping, validation rules, and deterministic/AI-assisted dedupe. Enhanced adds enrichment and routing logic; Enterprise includes data stewardship playbooks and scheduled hygiene jobs.
Yes. We use on-brand templates with variable sets (persona, stage, value) and safe prompts. Enhanced supports AI-drafted copy with approvals; Enterprise can use private LLM endpoints and change control.
Teams typically see faster speed-to-lead, higher meeting rates, and more accurate pipeline reporting. Exact outcomes depend on traffic, ICP fit, and SDR/AE capacity. We set baselines and track improvements.
Core uses standard vendor security. Enterprise adds SSO (SAML/OIDC), RBAC, audit logs, PII controls, and options for private networking and data residency. We can align to your DPA and approval workflows.

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