RevOps Automation

Your pipeline data is everywhere. Your CRM doesn't care.

HubSpot, Salesforce, and Pipedrive are built for the average sales team. If your revenue motion doesn't fit their defaults, you're stuck exporting to Excel and building pivot tables by hand. We build custom RevOps intelligence that works the way you actually sell.

The Problem with Off-the-Shelf CRMs

HubSpot, Salesforce, and Pipedrive are good tools. They're just not built for your business. They're built for the median sales team, with median processes, median reporting needs, and median questions.

So you end up with a square peg and a round hole. Your data is split across the CRM, a spreadsheet someone maintains, a billing system, a marketing platform, and a deck someone made last quarter. Getting a straight answer means exporting, cleaning, and pivoting. Every single time.

And when leadership asks "what happens if we hire two more reps and hold quota flat?" someone has to build a new model from scratch.

3–5 Systems your revenue data lives across
Hours Lost every week to manual exports and pivot tables
Zero Ability to model what-if scenarios in real time

What We Build Instead

A custom RevOps intelligence layer built exactly for how your team operates

Unified Data Layer

We connect your CRM, billing system, marketing platform, spreadsheets, and any other source into a single, clean data model. One place. One version of the truth. No more export-and-reconcile.

AI-Powered Querying

Ask your revenue data questions in plain language. "What's my pipeline coverage for Q2 if I lose my three largest deals?" You get an answer in seconds, not an export and a spreadsheet session.

Scenario Simulator

Adjust headcount, quotas, conversion rates, win rates, or deal velocity and watch the model update in real time. No new spreadsheets. No manual recalculation.

Custom Dashboards

Built for your metrics, your team structure, and your reporting cadence. Not a generic view you've bent into shape. Designed from scratch for how you actually run things.

CRM Integrations

Works with HubSpot, Salesforce, and Pipedrive, or alongside them. We're not ripping out your existing tools. We build a layer on top that makes them actually useful.

Ongoing Ownership

You own everything we build. No black box. No vendor lock-in. We document the system, train your team, and hand over full control. Retainer options available for optimization and expansion.

Pull a Lever. See What Changes.

The questions leadership asks every quarter, answered in real time

Hire 2 additional AEs at mid-year → Projected pipeline impact by Q4
Raise quota by 20% next quarter → Deals needed to close the gap
Win rate drops from 28% to 22% → Impact on end-of-year forecast
Shift 2 SDRs from inbound to outbound → Net new pipeline in 60 days
Extend average sales cycle by 2 weeks → Cash flow and bookings timing shift
Any combination of the above → Instant, connected model update

No new spreadsheet. No manual reconciliation. No "let me get back to you on that." The answer is live, connected to your real data, and ready when the question gets asked.

Who This Is Built For

You're a good fit if:

  • Your revenue data lives in more than two systems
  • Your forecasting model is a spreadsheet someone maintains manually
  • You've outgrown your CRM's default reports but can't justify a full BI platform
  • Leadership asks what-if questions your current tools can't answer
  • You're spending hours a week on exports, reconciliation, and pivot tables
  • Your CRM is technically being used, but nobody trusts the data in it

Common roles we work with:

  • RevOps Managers and Directors
  • CROs and VPs of Sales
  • Sales Operations leads
  • Founders running revenue directly
  • CFOs who need reliable revenue forecasts
  • Sales Managers tired of building their own models

How It Works

From current state to custom intelligence system

1

RevOps Audit

We map every system your revenue data lives in, the reports you're generating today, and the questions you can't currently answer. We design around your actual motion, not a template.

2

Data Architecture

We design the data model: what connects to what, how it's structured, and which variables become levers in the simulator. You approve the architecture before we build anything.

3

Build & Integrate

We connect your data sources, build the AI querying layer, configure the scenario simulator, and design your custom dashboards. You see working prototypes early and often.

4

Handover & Support

Full documentation, team training, and 90-day support. You own the system. We're available for optimization, new data sources, or additional scenarios as your business grows.

Custom Build vs. Off-the-Shelf CRM

Off-the-shelf CRM

  • Built for generic sales processes
  • Reports limited to what the tool supports
  • Scenario modeling requires spreadsheets
  • Data siloed in one system
  • Customization requires expensive admins or developers
  • You adapt to the tool

Custom RevOps Intelligence

  • Built around your specific sales motion
  • Any metric, any view, any slice you need
  • Live scenario modeling with real data
  • All your data sources connected and unified
  • You own the system and control what changes
  • The tool adapts to you

Ready to Stop Exporting to Excel?

Book a free RevOps Audit. We'll map your data sources, find the gaps in your reporting, and show you what a custom build would look like.

Book Your Free RevOps Audit