Which tools do you integrate?

We have shipped production integrations across the GTM stack: enrichment platforms like Apollo and ZoomInfo, CTI and dialers like Aircall, document generation, marketing automation, and Slack for revenue alerts. If it has an API, we have probably wired something like it.

Our routing is a mess of old flows. Rebuild or repair?

We map first: what fires, what conflicts, what silently stopped working. Sometimes the honest answer is surgical repair; sometimes the map shows two systems fighting over the same records and a rebuild is cheaper than the fight. You get that answer in the audit, before anyone builds.

Yes, in specific places: summaries, hygiene, next-step suggestions, and alert triage. We put AI where it creates leverage and keep deterministic automation where reliability matters more than intelligence.

Revenue Operations

Leads routed, pipeline visible, attribution you can trust

The whole go-to-market stack wired into Salesforce, so the system does the remembering and your team does the selling.

Book the Salesforce + AI Audit See the work

Marketing, enrichment, dialer and outreach tools feeding one pipeline board

What we build

The revenue machine, end to end

Lead capture & routing

Every lead routed the moment it arrives, still routed correctly when volume spikes, with fallback when the first owner does not pick it up.

The GTM stack, integrated

Marketing automation, enrichment (Apollo, ZoomInfo), dialers and CTI, outreach tools: connected to Salesforce so reps stop re-typing what the systems already know.

Attribution & reporting

One source of truth for what created the deal, from first touch to close, so budget decisions run on numbers instead of arguments.

Pipeline automation

Follow-up that happens whether or not anyone remembers, hygiene the system enforces, and the alerts that reach your team where they work.

Proof

Revenue systems we built and ran

Every number here is from our client work. References available in review.

$10K → $1M/mo

Monthly revenue grown on systems we built and ran

A services business grew monthly revenue from $10K to $1M on the systems we designed and operated: leads routed to the right person immediately, follow-up that happens whether or not anyone remembers, and numbers leadership can act on.

36×

More of the same traffic turned into customers

Nothing changed about where the leads came from. We rebuilt what happened after they arrived (who picks them up, how fast, and what happens if no one does) and conversion multiplied 36 times.

+50%

Half again as many leads converted, same traffic

Follow-up stopped depending on someone remembering. The team converted 50% more leads from the same spend.

From the revenue operations lane

How we think about this work

Architecture9 min read

A Voice AI Answers the Phone, Salesforce Gets a Perfect Lead: Wiring AI Phone Agents into CRM Intake

How an AI phone agent becomes a clean Salesforce lead: authenticated REST intake, platform-event buffering, and subscriber Flows from a live healthcare build.

AI + SalesforceRead →

Architecture8 min read

Salesforce Lead Routing Architecture: From Form Fill to Accepted Owner

How to build Salesforce lead routing that gets every lead to the right person fast, holds them accountable for it, and tells you when a lead falls through.

Revenue systemsRead →

Guide7 min read

How to Use ChatGPT with Salesforce: 7 Practical Workflows

Working patterns for revenue operations, support, administrators, and leaders, with the connection and governance choices made explicit.

Revenue systemsRead →

How engagements run: the audit (discovery and scope) → the build → then either we run it with you as ongoing ownership, or we hand it off to your team, documented.

Common questions

Revenue systems questions

Which tools do you integrate?: We have shipped production integrations across the GTM stack: enrichment platforms like Apollo and ZoomInfo, CTI and dialers like Aircall, document generation, marketing automation, and Slack for revenue alerts. If it has an API, we have probably wired something like it.
Our routing is a mess of old flows. Rebuild or repair?: We map first: what fires, what conflicts, what silently stopped working. Sometimes the honest answer is surgical repair; sometimes the map shows two systems fighting over the same records and a rebuild is cheaper than the fight. You get that answer in the audit, before anyone builds.
Can AI help here?: Yes, in specific places: summaries, hygiene, next-step suggestions, and alert triage. We put AI where it creates leverage and keep deterministic automation where reliability matters more than intelligence.

The Salesforce + AI Audit

Find out where revenue leaks out of your systems.

Book the Salesforce + AI Audit

You leave with
A routing and stack-integration health read
The conflicts and silent failures costing you deals
A prioritized roadmap with a fixed quote