A CRM operations layer for teams that have outgrown a simple pipeline. Multi-pipeline management, team routing, reporting dashboards, and workflow automation — so lead ops stops being a scramble and starts being a system.
Your CRM holds the records. Your ops system decides what happens with them — who owns what, which SLA applies, when to escalate, which campaign triggers which sequence, what counts as qualified, and who sees which dashboard. We design and build that layer on top of the CRM you already have (or the one we install), so growth doesn't break the workflow.
If your team is juggling multiple services, multiple team members, multiple campaigns, or multiple regions — and you're feeling it in missed follow-ups, inconsistent reporting, and leadership guessing at the pipeline — this is the tier you need.
Different service lines, regions, or product categories — each with its own qualification and follow-up logic.
Enough reps to need real routing rules, SLAs, coaching dashboards, and leaderboard visibility.
Owners and CROs who need a forecast they can rely on — not a spreadsheet the sales manager rebuilds every Monday.
Distinct pipelines per service line, with shared objects, unified reporting, and consistent stage semantics.
Lead assignment rules, round-robin, territory or vertical-based routing, and SLA escalation when leads go cold.
Rep dashboards, manager dashboards, leadership dashboards. Each tells the person looking at it what to do next.
Task creation, owner notifications, stage-change triggers, nurture branching, and exceptions that get flagged instead of lost.
Ad platform integration, offline conversion import, website event mapping, and call tracking — closed-loop reporting from source to sale.
Role-based training, written SOPs, and a rollout plan. We leave your team operating the system, not dependent on us.
Includes 60-day post-launch support · See current pricing on services.
SLAs and routing kill the gaps between stages. Leads move faster because nobody is the bottleneck anymore.
Leadership sees what's coming with confidence. Board and investor conversations get much easier.
Adding reps, regions, or service lines stops breaking the system. The system grows with you.
Start here if you're still on spreadsheets — we'll upgrade you to Operations when you're ready.
See Lead Tracking Setup →Ongoing ops build capacity — new dashboards, new pipelines, new automations every sprint.
See Build Partner plans →Lead scoring, summarization, intent classification — AI layered onto the operations system, not bolted on.
See AI Integration →A working session to map your team, services, and pipelines — and scope the right operations build. No slides, no pressure.