Revenue operations
A CRM that updates itself
Keep Salesforce or HubSpot, billing, and the team's Slack in agreement without anyone retyping a field.
The problem
Revenue data lives in five tools that drift apart by Friday. Reps skip data entry, finance reconciles by hand, and leadership reads stale numbers.
After the flow
Deals trigger the paperwork the moment they move: invoices created, fields synced, wins announced, renewals scheduled.
Three flows teams actually run
Lead routing in seconds
New signups are enriched, scored against your ICP, and assigned round-robin while the visitor is still on the site.
Stripe to the books
Payments create QuickBooks entries and update the deal record, so finance stops exporting CSVs.
Pipeline hygiene
Deals idle for 14 days get a summary of the last touch and a nudge to the owner, every morning at 8:00.
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