Sales & RevOps

Give every revenue team an AI co-pilot

See the sales automation modules we are preparing—from lead triage to deal room orchestration and forecast hygiene.

Leads

Scoring, routing, enrichment

Deals

Mutual plans, enablement, approvals

Forecast

Pipeline hygiene, risk insights

Revenue teams we support

  • Inbound leads waiting hours for triage and enrichment
  • Deal execution relies on manual checklists and slides
  • Forecast accuracy hindered by inconsistent CRM hygiene

Solution modules (metrics pending validation)

  • Lead intelligence: scoring, routing, personalised outreach guidance
  • Deal execution: AI-prepared mutual plans, content, and approval workflows
  • Forecast command centre: hygiene bots, pipeline alerts, executive dashboards

Delivery playbook

  1. Revenue motion discovery and KPI definition
  2. Design automations with rep and manager feedback
  3. Build integrations, AI copilots, and governance checkpoints
  4. Launch pilots, review impact monthly, and expand coverage

Resources in production

Revenue automation mutual plan template

Draft template for guiding buyers through implementation. Request access to help us finalise content.

Request draft template

Pipeline hygiene bot playbook

Runbook outlining alerts, reminders, and exception handling—join the waitlist for early access.

Join release waitlist

Sales automation FAQs

Accelerate your revenue motions

Share your top funnel and forecast challenges and we will map a phased automation rollout.