Solution 02

Revenue
Workflow
Automation

We audit your fragmented software stack and implement middleware automations that compress lead-to-cash cycles, eliminate manual data entry, and give you total revenue pipeline visibility.

60%

Cycle Reduction

~0%

Error Rate

100%

Visibility

Pipeline Active · Data Flowing
Lead → Cash · Live Topology
Business Outcomes

Every dollar tracked.
Zero leakage.

60%

Lead-to-Cash Cycle Reduction

From weeks to days

~0%

Manual Data Entry

Fully automated handoffs

100%

Pipeline Visibility

Real-time at all stages

40%

Revenue Leakage Stopped

Caught by automation

Six systems we engineer.
All compounding together.

Middleware Integration Layer

We connect every tool in your stack — CRM, ERP, billing, email, analytics — through a unified middleware bus so data flows automatically instead of being re-entered manually by humans.

Quote-to-Cash Automation

From signed proposal to issued invoice to collected payment: we automate every handoff so your finance team spends zero time on process and 100% on strategy.

Revenue Intelligence Dashboard

A real-time command centre showing pipeline health, conversion rates at every stage, cash forecast, and anomaly alerts — rebuilt from scratch on your actual data.

Bi-Directional CRM Sync

Every system of record stays in perfect sync. Customer data enriched from 8+ sources, de-duplicated, and kept current automatically with no manual reconciliation.

Exception & Escalation Routing

When a payment fails, a contract stalls, or a deal goes cold, the right person gets notified with full context — at exactly the right moment, automatically.

SDR Sequence Automation

Qualify, score, and sequence leads into personalised multi-touch outreach pipelines triggered by behaviour — not manual SDR effort.

Integration Mesh

We connect
your entire stack.

On average, a mid-market company runs 22 disconnected SaaS tools. We build the integration layer that makes them act as one unified revenue system.

Bi-directional sync, not one-way exports
Custom field mapping and transformation rules
Error handling and automatic retry logic built in
Real-time webhooks — not nightly batch imports

Salesforce

CRM

HubSpot

CRM

Stripe

Payments

Xero

Accounting

QuickBooks

Accounting

DocuSign

eSign

Slack

Comms

Outreach

Sequences

Apollo

Enrichment

Clearbit

Enrichment

Zapier

Middleware

NetSuite

ERP

+ 200 more via custom API

Engagement Process

Revenue pipeline
automated in 6 weeks.

01

Revenue Process Audit

We map every step from first touch to collected cash — all 47 places where your data currently breaks, slows, or disappears. This becomes your automation blueprint.

02

Integration Architecture

We design the exact middleware topology: which systems connect, what data moves where, transformation rules, error handling, and data quality gates.

03

Phased Build & Test

We build and test each automation in staging against real historical data before it touches production. Zero surprises, full rollback capability.

04

Dashboard & Monitoring

Every flow is monitored in real-time. Anomalies surface instantly. You get a live revenue intelligence layer that compounds in value over time.

Stop the Revenue Leakage

Every day without this
costs you measurably.

We'll run a free Revenue Process Audit — mapping every manual handoff and broken data flow in your current stack, with a prioritized fix list.