Less Busywork. More Sales.
Systems & Automations
We design and implement lean, scalable systems to automate the grunt work, optimize your sales process, and help your team focus on what matters: closing deals.c
Your Sales Stack Should Work for You — Not the Other Way Aro
The Problem - Disjointed tools. Confusing workflows. Manual data entry.
If your sales team spends more time updating your CRM than actually selling, the problem isn’t your people — and it’s probably not the platform either.
You don’t need to buy another shiny tool. You need a system that’s built around how your team actually works. Manual updates, duplicated data, lost leads, and messy handoffs are costing you deals (and morale). A good system doesn’t just track your sales — it supports them. It nudges the next step, automates the repeatable stuff, and gives you visibility without adding friction.
That’s what we build.
Smart, connected systems that give your team time back — and give you clarity, consistency, and control.
What Our Systems & Automation Services Include
CRM Setup & Customization
CRM Setup & Customization
CRM Setup & Customization
We don’t just install software — we tailor the system to match your actual sales motion. Whether you're using HubSpot, Salesforce, Zoho, or a more niche tool, we customize every stage, field, and report to reflect how your team works and how your prospects buy.
You’ll finally have a CRM your reps want to use — because it makes their lives easier, not harder.
Workflow Automations
CRM Setup & Customization
CRM Setup & Customization
We turn manual, repetitive tasks into smart automations that save your team hours every week.
From automatic follow-up sequences and lead rotation to task triggers and pipeline stage logic, we ensure things move forward without constant babysitting — while preserving the personal touch where it matters most.
Tool Integrations
CRM Setup & Customization
Dashboard & Reporting Design
Disconnected tools = lost time and broken communication.
We seamlessly integrate your CRM with email, phone systems, calendars, Slack, lead forms, contract tools, and more — so everything talks to each other and your team isn’t stuck copying/pasting between platforms.
Fewer tabs. Fewer mistakes. Way more momentum.
Dashboard & Reporting Design
Dashboard & Reporting Design
Dashboard & Reporting Design
We build dashboards that actually help you make decisions — not just stare at numbers.
Track lead sources, rep performance, pipeline health, deal velocity, close rates, and campaign ROI — all in one place.
Whether you’re reporting to a board, a founder, or just trying to hit quota, you’ll have real-time visibility into what’s working (and what’s not).
Sales Enablement Systems
Dashboard & Reporting Design
Ongoing Optimization Support
Great reps need great tools — and they shouldn’t have to dig through Slack or Google Drive to find them. We organize your templates, sales decks, objection responses, product details, and proposal generators into one streamlined, searchable hub.
The result: faster ramp times, better conversations, and fewer “let me get back to you” moments.
Ongoing Optimization Support
Dashboard & Reporting Design
Ongoing Optimization Support
Technology evolves. So does your team.
We stick around to refine workflows, adjust automations, update reports, and support your growing needs. Whether you're launching new products, adding reps, or shifting strategy — we make sure your systems stay aligned and high-performing.