Industry
Research done, CRM current, follow-up sent, reps left to sell.
We build into the CRM and inbox your team already runs, so inbound leads get answered and qualified in seconds, research and enrichment are done before a rep sees the lead, and follow-up runs until the deal closes or stops.
The problem
Reps research accounts that never answer. The CRM is updated at quarter end. Follow-up stops at the second touch. The pipeline lives in a memory.
What we install here
Four modules, mapped to how teams run.
Each module has an owner team, an outcome, and hard limits. They connect to each other on one layer, so the second one installs faster than the first.
- 01Inbound ResponseFor your front desk and sales teamEvery inbound lead answered in seconds, qualified against your profile, enriched with company context, and routed to the right rep with a meeting booked.See the module
- 02End-to-End QuotingFor your sales teamQuotes drafted from the call notes and your price rules, sent after a rep approves the number, and chased to signature.See the module
- 03Follow-upFor your revenue teamAged leads, stalled deals, and post-demo follow-up worked on schedule across email and text until they close or stop.See the module
- 04Operations and VisibilityFor leadershipCall notes logged, deal stages updated from real activity, and one screen for the pipeline and what is waiting on a rep.See the module
Built into the tools you already run
- HubSpot
- Salesforce
- Apollo
- Gmail
- Outlook
- Slack
- Calendly
How it goes live
Six steps, the same on every install.
We start with how your company runs, not with software. Nothing gets ripped out, and nothing gets migrated.
- 01Map the operationWe sit with the people doing the work and follow leads, quotes, money, and messages through the tools that carry them today.
- 02Set the scope and the priceYou get the outcome, the boundaries, and one set price in writing before anything is built. It moves only if the scope does.
- 03Connect your stackWe build into the CRM, inbox, phone line, and payment tools you already run. The first working build is in your hands within two weeks.
- 04Run in review modeThe system reads real events and prepares real work. Your team approves every result before it goes out, and we make a round of changes every week.
- 05Grant narrow authorityProven, routine actions start running on their own, inside limits, with escalation rules and a full record.
- 06Launch and run itWe take it live, watch it in production, and stay on to run and improve it every month.
Questions
What teams ask first.
Will it send outbound on its own?
Only the message types you have approved, after your team has reviewed them in review mode. Anything with a price, a discount, or a commitment in it waits for a rep.
Does it work with HubSpot or Salesforce?
Yes. We build into the CRM you already run and write contacts, activity, and stages both ways. Nothing gets migrated.
What does it cost?
One set price in writing after mapping, changed only by a scope change. Ongoing operation is a separate monthly line, disclosed with the build price. We do not publish fees.
Your first department
Bring the process you still run by hand.
One mapping call. You leave with the system design, the price in writing, and the date it goes live. The first build lands in two weeks.
Case studies
Three installations, and what changed inside them.
Names withheld, every number from a system running in production.
Read the case studies