CRM Modernization

Automate the Admin

We remove manual updates with workflows, AI summaries, and guided next-best actions across sales and support.

Unified Data

Connect CRM, ERP, marketing, and billing to create real-time, trustworthy dashboards that drive action.

Discovery & Process Audit

We map your current sales, marketing, and support processes to identify manual steps, duplicate data entry, and blockers to velocity.

This audit informs an automation backlog prioritized by ROI, effort, and risk to deliver quick wins early.

Automation Blueprint

We design event-driven workflows for lead routing, opportunity hygiene, renewals, and escalation management with approvals and SLAs.

Bots summarize calls and emails, update fields, and trigger playbooks, reducing rep admin time by 30–50%.

NLP Search & Intelligence

We implement semantic search over notes, emails, and tickets so teams can ask questions in natural language and find answers instantly.

Dashboards surface risk signals, pipeline health, and churn predictors to enable proactive action.

Integration Patterns

We connect CRM with ERP, billing, marketing automation, and data warehouses using robust integration patterns and retries.

Event buses ensure consistency while keeping systems decoupled for resilience and scale.

Change Management

We deliver enablement playbooks, admin handover, and governance so adoption sticks beyond launch.

Role-based training, in-app guidance, and usage analytics ensure teams use the new workflows effectively.

KPIs & ROI Tracking

We define KPIs—cycle time, win rate, time-to-first-response, CSAT/NPS—and track improvements post‑launch.

Cohort analysis and A/B experiments quantify the impact of automation on revenue and retention.