Services

Systems we build for growing B2B teams.

Six core services, assembled into one coherent revenue system for your team — designed around your existing CRM, lead flow, and reporting.

Lead Routing Systems

Route inbound and outbound leads to the right owner based on fit, urgency, source, and account context.

  • Round-robin, territory, or account-based rules
  • SLA tracking and escalation
  • CRM-native ownership and reassignment
  • Source-aware routing for forms, chat, and events

CRM Workflow Automation

Reduce manual CRM updates, follow-ups, enrichment tasks, and reporting gaps across HubSpot, Salesforce, and Pipedrive.

  • Lifecycle stage and deal stage automation
  • Activity capture and logging
  • Enrichment and duplicate hygiene
  • Custom property maintenance

Sales Response Workflows

Help sales teams respond faster with structured follow-up, meeting booking, qualification, and account research.

  • First-touch response templates
  • Meeting booking and reminders
  • Inbound triage and qualification
  • Account research briefs

Revenue Operations Dashboards

Clean dashboards for pipeline health, SLA tracking, lead quality, conversion rates, and team performance.

  • Pipeline health and velocity
  • Lead-to-opportunity conversion
  • SLA and response-time tracking
  • Rep and team performance

Qualification Systems

Score and progress leads based on ICP fit, intent signals, source, behaviour, and sales readiness.

  • Custom scoring models
  • ICP and intent matching
  • Behavioural and engagement signals
  • Real-time routing on score change

Custom Automation Integrations

Connect your CRM, forms, enrichment tools, spreadsheets, email systems, and internal workflows into one reliable process.

  • HubSpot, Salesforce, Pipedrive, Attio
  • Make.com, Zapier, n8n
  • Airtable, Google Sheets, Slack
  • Custom API integrations
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