CRM & Sales Operations
A Sales Pipeline That Routes, Scores, and Follows Up
Your CRM should be the engine of revenue, not a data-entry chore. We rebuild it around your actual sales motion with automated routing, scoring, sequencing, and forecasting your team will trust.
Why it matters
Most pipelines leak before anyone notices
Leads go cold in an inbox, deals sit in a stage nobody owns, and the forecast is a guess because the data underneath it was never entered.
Response time is the single strongest predictor of conversion on inbound leads, and manual routing is the main reason it slips. When a lead waits an hour for a human to notice it, the competitor who replied in five minutes has already had the conversation.
The second leak is silent deals. Without automation, a deal that goes quiet stays in the pipeline looking healthy until the quarter closes. We make the CRM enforce the motion: every lead routed, every stage owned, every quiet deal surfaced.
What we build
What we build into your CRM
CRM setup, cleanup, and migration
We restructure objects, fields, and stages around how you actually sell, deduplicate and normalise existing records, and migrate history without losing attribution.
- Pipeline and stage design matched to your motion
- Deduplication and data normalisation
- Historic data migration with attribution intact
- Permission and team structure setup
Lead routing and scoring
Every inbound lead is enriched, scored, and assigned within seconds using round-robin, territory, or account-ownership rules, with instant notification to the owning rep.
- Instant enrichment on form submission
- Fit and intent scoring model
- Round-robin, territory, and named-account routing
- Response-time SLA tracking per rep
Multi-touch follow-up sequences
Sequences fire from real behaviour: a demo booked, a proposal viewed, a deal gone quiet. Reps get tasks with context instead of a reminder to remember.
- Behaviour-triggered email and task sequences
- Automatic re-engagement on stalled deals
- Meeting reminders and no-show recovery
- Personalisation from enrichment data
Forecasting and revenue reporting
Dashboards reconcile pipeline coverage, stage conversion, and cycle length so the forecast is derived from activity rather than optimism.
- Stage-conversion and velocity reporting
- Pipeline coverage against target
- Rep and team activity dashboards
- Source-level attribution to closed revenue
Proof
A sales pipeline rebuilt for a B2B agency
Leads were slipping through spreadsheets across a twelve-person sales team.
3x
Qualified meetings
12hrs/week
Admin time removed
+34%
Close rate
Automated enrichment, scoring, round-robin routing, and multi-touch follow-up now fire the moment a deal goes quiet.
Tooling
Built on the stack you already run
FAQ
CRM & Sales Operations questions
Further reading
New to this? Start with our guide to the AI automation use cases that actually pay off, which covers the six highest-return workflows and how to pick the one to build first.
Ready to put crm & sales operations to work?
Book a 30-minute audit. We map your current process, show you what to automate first, and estimate the hours and revenue it returns.