Build automated reporting dashboards and alerts that track pipeline health, forecast accuracy, and team performance.
Keep your CRM, billing systems, and analytics tools perfectly in sync. Real-time data flow ensures every department works with accurate, up-to-date information.
Design and deploy custom n8n and Zapier workflows. From lead routing to contract management, we automate the repetitive tasks eating up your team's time.
Auto-qualify leads using AI scoring
Route hot leads instantly to the right rep
Trigger personalized nurture sequences
Create deals and update stages automatically
Generate contracts and track signatures
Sync closed-won deals to accounting
Smart lead routing and auto-assignment
Deal stage updates from activities
Automated follow-ups and alerts for stuck deals
Quote generation and proposal automation
Customer onboarding workflows
NPS surveys and health score tracking
Consolidate data from multiple sources
Generate weekly pipeline reports
Track SLA compliance automatically
Alert on deal velocity changes
Forecast revenue with AI insights
Ready to take the first step? Let's have a quick chat about your business needs - no pressure, just solutions!