Pipeline, outreach, and follow-up, handled automatically.
Lead routing, outreach sequences, and follow-up reminders run on a schedule, so no opportunity sits untouched for a day and reps spend their time on conversations, not coordination.
- Typical pilot
- 4 to 8 weeks
- Pricing model
- Fixed scope, fixed price
- Coverage
- USA · UK · Remote-first
- NDA available
- Yes
What is sales automation software?
Sales automation software handles the repetitive steps of a sales pipeline, capturing leads, enriching them with data, scoring and routing them to the right rep, and triggering follow-ups, so reps spend their time on conversations, not coordination.
Most teams buy a tool and still wire the pipeline together by hand. We build sales automation around the stack you already use: leads are captured the moment they arrive, enriched with firmographic data, scored against your criteria, routed to an owner, and followed up on a schedule until someone responds. The result is faster speed-to-lead, zero manual data entry, and a pipeline that reflects reality instead of last week, one client recovered 31% of inbound leads that had been slipping through.
Tell us one thing. See sales automation run.
Add a couple of details, get a personalized result and a live look at the system, then we carry everything into a tailored plan, no retyping.
Before you talk to us, see what sales automation is costing you.
Adjust the sliders. The number on the right is what staying manual costs in a year. Conservative math, defensible assumptions, no signup to see the result.
Skip the audit. Book a 15-minute scoping call.
What's actually painful about sales automation today.
Inbound leads land in a shared inbox, a spreadsheet, or someone's memory. Routing depends on who saw it first. Follow-ups slip when reps are heads-down. The CRM is always a week behind reality.
Every deal that sits untouched for a day is a deal a competitor is quoting for. Manual routing and follow-up are why your pipeline feels inconsistent, even when the leads themselves aren't.
What staying manual actually costs.
- 01Hours per week the team spends on sales automation work that could run itself12 to 25Mid-sized teams routinely bleed a full-time role to manual coordination in this area.
- 02How long it takes for a new sales automation initiative to compound8 to 16 wksBecause every change has to be done by hand, then redone by hand next quarter.
- 03Share of sales automation decisions that depend on one person being available60%+When they're on PTO or sick, the work doesn't just slow, it stalls.
"A B2B SaaS team recovered 31% of inbound leads that were slipping through."
An end-to-end lead-routing system: capture → enrich → score → route → remind. Reps see only the leads assigned to them, the CRM stays current on its own, and no lead sits untouched for more than 4 hours.
What changes once the system runs.
Here's the system that runs sales automation end to end.
- 01Capture
Every inbound form, chat, referral, and event lands in one stream, deduped and tagged.
pending - 02Enrich & score
Company and role data are appended; each lead is scored against your fit criteria.
pending - 03Route
Leads go to the right rep by territory, segment, or product line, with rules you can tune.
pending - 04Remind
If a lead isn't touched in 4 hours, the rep and their manager both get nudged. Nothing sits.
pending
Map a workflow you actually run. See what it costs.
Drag the steps into the order your team actually does them. We show you the hours and dollars the manual version costs, and exactly which steps the system takes off your plate.
Principles
- 01
Outcome, not output
We measure success by hours reclaimed, deals closed, errors removed, not by tickets filed.
- 02
Boring over clever
We pick the most boring, durable technology that solves the problem. Cleverness is a liability.
- 03
Fixed price, fixed scope
No open-ended retainers. Every engagement ships with a one-page scope you can hold us to.
- 04
Build to hand off
We document, train, and hand over. The system is yours to run, modify, or extend without us.
Sales Automation in 8 metros, and counting.
We design the automation to make their job easier, less coordination, less data entry, more conversations. Adoption follows.
We work with your CRM, messaging, email, and calendar tools, adding an enrichment and orchestration layer that connects them into one routing flow.
Stack details shared during scoping, under NDA.
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Read the articleReady to automate sales automation?
Run the audit above, or book a 15-minute scoping call. We'll send back a one-page scope in 48 hours.
Response time
≤ 4 business hours
Coverage
USA · UK · EU
Team
10 engineers · 1 PM