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B2B SaaS company, 45 employees
Inbound leads arrived from website forms, ad platforms and email, then sat in a shared inbox until someone manually copied them into the CRM. Average response time was four hours; hot leads regularly went cold, and duplicate records made attribution impossible. The sales team spent the first hour of every day triaging instead of selling.
We connected every lead source to a single intake workflow. Each lead is enriched with firmographic data, scored against the team's qualification criteria, deduplicated against existing CRM records and routed to the right rep with full context in Slack. Nothing reaches the CRM without passing validation, and every step is logged and monitored with automatic retries.
HubSpot
Salesforce
Slack“Leads used to sit for half a day before anyone saw them. Now the right rep has full context before the prospect has closed the tab.”
Reconciliation across payments, invoicing and accounting ate a full working week every month. We automated the matching so exceptions are the only thing humans touch.
Onboarding a new hire meant 30+ manual steps across five tools. We automated the entire sequence, from signed offer to first-day setup, with human approval gates where they matter.
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