// CRM & Sales Automation

CRM and sales automation that keeps the pipeline honest.

Lead routing, enrichment, follow-up, and reporting — so deals move faster and nothing slips through the cracks.

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// What we wire in

Most sales teams don't lose deals to bad selling — they lose them to slow follow-up, messy data, and a pipeline nobody trusts. We wire automation into the CRM you already run so records stay clean, the right rep gets the right lead on time, and every forecast is built on what's real.

Audit01 / Quantify

Find the gaps costing you deals

  • A pipeline teardown that shows where deals die, stage by stage, and why
  • A data-hygiene audit that puts a number on the duplicate, stale, and missing records slowing reps down
  • A follow-up gap analysis that surfaces the leads and opportunities slipping without a touch
  • A review of your CRM and stack to map what you run today and what's worth automating first
Automate02 / Model

Build the system that moves deals

  • Lead routing and enrichment that fire the instant a lead lands, so reps get context, not homework
  • Follow-up sequences that push every deal forward on their own — no rep left to remember
  • Automation built on top of HubSpot, Salesforce, or whatever you run — no migration, no rip-and-replace
  • Data-hygiene rules that dedupe, standardize, and keep records clean as they flow in
Report03 / Compound

Make the numbers tell the truth

  • Forecast reporting built on clean data, so the pipeline reflects reality instead of guesswork
  • Alerts on the opportunities going quiet, so your team acts before a stalled deal is a lost one
  • Enablement so reps trust the automation and work it, instead of around it
  • Ongoing optimization against your close rates — new plays and stages added as the wins compound

// Works with your stack

Built on top of the CRM you already run — no migration, no rip-and-replace, no new tab for your reps to ignore.

  • HubSpot
  • Salesforce
  • Pipedrive
  • Zoho
  • Attio
  • + yours
Λcuity

Engagement sheet · N°04

// Who works the pipeline

Built for the people living in the CRM.

The automation exists to serve the humans carrying the quota — so the record is ready before they are, and nothing depends on someone remembering.

  • 01

    Account managers

    Every account stays warm without a side spreadsheet of reminders.

  • 02

    Sales managers

    Forecast from a pipeline that reflects reality, not wishful entries.

  • 03

    RevOps leads

    Stop being the human middleware between the CRM and the truth.

// The numbers

Funnel automationfrom $5,000
Typical engagement$10k – $50k
Scope driversintegration depth

Scoped against your funnel on a free 30-minute call — built on the CRM you already run.

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