AI leverage without chaos
Client names withheld by NDA. These are anonymized engagements that show what “AI inside revenue systems” looks like—complete with governance, telemetry, and real operational constraints.
Lead intelligence + routing that Sales trusts
Fit + intent scoring, capacity-aware routing, and decision logs that reduce disputes and speed follow-up.
Attribution Finance can reconcile (spend → pipeline → revenue)
A canonical data model + validated pipelines so leadership stops arguing about numbers and starts acting.
Compliance-aware routing + safe AI summaries
Automation that respects region/consent rules and adds AI leverage without polluting the CRM.
CRM enrichment that improves data (without making it messy)
Normalization + validation gates so enrichment makes routing/segmentation better—not worse.
Lifecycle orchestration from product signals (nurture + sales-assist)
Adaptive journeys triggered by milestones and intent spikes—measured with clear telemetry.
AI sales-assist inside existing tools (no new app)
Permission-aware summaries and next steps delivered where reps already work: Slack + CRM.
AI campaign workflows with approvals and compliance checks
LLM drafting + QA gates so launches speed up without increasing risk or rework.
Agent-driven anomaly detection for spend + pipeline
Automated monitoring that flags what changed, why it likely changed, and what to do next.
Support triage agent with human-in-the-loop guardrails
Ticket classification, safe summaries, and routing inside existing tools—without creating CRM noise or compliance risk.
Billing → CRM workflows that drive lifecycle and renewal plays
Stripe/Chargebee signals mapped into CRM objects and automated workflows so lifecycle stages match reality and renewals stop being reactive.
Account research agent that drafts outbound plays with approvals
Research packets, personalization angles, and sequence drafts—generated from approved sources with citations and human approval.
SLA workflows for leads, deals, and tickets (no spreadsheet ops)
Timers, ownership rules, escalation paths, and dashboards built directly into CRM workflows so nothing falls through the cracks.