AI Built for
B2B Tech Companies
Your sales and CS teams are drowning in manual CRM updates, disjointed customer data, and reporting grunt work. We connect your tech stack with AI so your team can focus on closing deals and reducing churn.
Problems We Solve for B2B Tech
7-day lead handoff delay
Lead handoff between marketing and sales averages 7 days without AI-driven integration, killing deal momentum.
Data silos everywhere
Customer data spread across CRM, project management, support, and billing with no unified view.
Hours on manual reporting
Pulling cross-platform reports (pipeline + project status + support + revenue) consumes hours of spreadsheet work.
Late churn signals
By the time support tickets indicate dissatisfaction, it is often too late to save the account.
Systems We Connect With
Do not see your system? We integrate with most platforms that have an API. Ask us about yours.
Choose Your B2B Tech Package
All packages include implementation, training, and support. Start with Essentials and upgrade as you see results.
Ops Starter
- AI lead scoring & routing
- Automated meeting summaries (notes + CRM update)
- 1 workflow automation
- Client onboarding checklist automation
- Basic pipeline analytics
- Email + chat support
Integrations
Revenue Engine
- Everything in Ops Starter
- Unified customer health scoring
- Predictive revenue forecasting
- 3 workflow automations
- Automated client onboarding (PM tool setup)
- HubSpot or Salesforce deep integration
- Monthly strategy call
Integrations
Scale Machine
- Everything in Revenue Engine
- Custom churn prediction models
- Cross-platform data orchestration
- Unlimited automations
- GitHub/GitLab workflow integration
- Dedicated account manager
- Quarterly business reviews
Integrations
Common B2B Tech Questions
Not Sure Which Package?
Book a free 30-minute discovery call. We will discuss your b2b tech business, understand your tools and challenges, and recommend the right starting point.
Book a Free Discovery Call