Standard launch
Purchase a focused system
Best when you need one lead source connected to instant follow-up, qualification, booking, and CRM updates.
- From $199/month
- $500 setup
- 24-hour target after access
Why it matters
The business case
Reps spend up to a third of their time on non-selling admin. Automating pipeline mechanics directly increases selling time and forecast accuracy.
Where this shows up
- Auto-log calls, emails, and notes to the CRM
- Trigger follow-up tasks based on deal stage
- Flag stalled deals for manager attention
- Auto-update forecast categories from deal activity
How it works
From setup to running system
01
Capture
Every touchpoint is logged automatically to the CRM.
02
Trigger
Stage changes create the right next-step tasks.
03
Alert
Stalled or at-risk deals are flagged automatically.
04
Forecast
Pipeline reporting updates in real time.
Step 1 of 4
Capture
Every touchpoint is logged automatically to the CRM.
Built for
Industries this serves well
Choose your next step
Turn sales automation into a scoped system—not another sales call
See the package, requirements, and price path before sharing your information. A call is optional, not the only way forward.
Custom scope
Describe your exact workflow
Best for voice AI, multiple locations, unusual business rules, higher volume, or several connected systems.
- Detailed intake
- Tailored architecture
- Fixed quote before kickoff
Evaluate first
Model the opportunity
Use our planning tools and modeled scenarios to estimate time saved, response coverage, and possible payback.
- No invented customer claims
- Transparent assumptions
- Replace with verified data later
Your next operating system
Ready to put Sales Automation to work?
Submit your current process and tools. We'll return a tailored scope, required access, launch timing, and price.