How does B2B automation work?

We audit your current sales and ops workflows, identify the manual bottlenecks, and build automated systems around your CRM. Leads get scored, sequenced, and routed automatically. Pipeline updates happen in real time. Your team focuses on closing, not data entry.

What CRM integrations do you support?

We work with HubSpot, Salesforce, Pipedrive, and most major CRMs. Our systems integrate with your existing stack - email, calendar, Slack, and outbound tools like Apollo and Instantly. No rip-and-replace required.

How long does it take to implement?

Most B2B automation systems go live in 2-4 weeks. We handle CRM configuration, workflow building, and team onboarding. You start seeing pipeline impact within the first month.

What's the ROI on B2B automation?

Our clients typically see 60-80% reduction in manual CRM work, 3x improvement in follow-up consistency, and measurable pipeline growth within 60 days. One client saved 97% of time spent on marketing audits alone.

For B2B Companies Running Manual Ops

Your Sales Team Spends 60% of Their Time Not Selling.

B2B Operations Automation is a revenue systems platform designed for companies with complex sales cycles. It automates CRM data entry, lead scoring, outbound sequencing, and pipeline reporting so your sales team can focus on conversations instead of spreadsheets. The system deploys in weeks.

We build CRM automation, outbound pipeline systems, and revenue operations that eliminate manual data entry, enforce follow-up cadences, and give you real-time pipeline visibility - implemented in weeks.

Book Your Free 30-Min ROI Call See Manual vs. Automated

No pitch. We audit your sales workflow and show you where deals are dying.

Sound Familiar?

Manual CRM Entry

Reps log calls after the fact - if they log them at all. Half your pipeline data is stale, missing, or wrong.

No Follow-Up Tracking

Leads go cold because nobody knows who was supposed to follow up. Deals slip through the cracks silently.

Lead Lists in Spreadsheets

Your "pipeline" lives in Google Sheets. Version control is "Chris's list v3 FINAL (2).csv." Nobody trusts the data.

Pipeline Blind Spots

You find out a deal is dead when the rep finally admits it in the Monday meeting. No early warning system. No stage-level visibility.

Missed Handoffs Between Sales & Ops

Sales closes the deal, ops never gets the details. Customer onboarding starts with "wait, what did we promise them?"

Reporting Takes Days Not Minutes

End-of-month reporting means someone spends two days in spreadsheets stitching together data from five tools. The board deck is always late.

Manual vs. Automated: The Real Cost

What your operation looks like after implementation

Task	Current State	Automated System
CRM updates	Reps forget to log calls	Auto-logged from email + calendar
Follow-ups	Sticky notes + memory	Automated sequences with alerts
Lead scoring	Gut feeling	AI-scored, auto-prioritized
Pipeline visibility	Monday meeting surprises	Real-time dashboards + Slack alerts
Sales-to-ops handoff	Slack DMs + "check the doc"	Structured handoff with full context
Monthly reporting	2 days in spreadsheets	Auto-generated, always current

What B2B Teams See After Automating

2,000+

Contacts Managed Per Month

Built outbound automation handling 2,000 contacts/month for AHA - fully automated pipeline

97%

Time Savings on Marketing Audits

AdLeg went from manual audit process to automated reports - 97% reduction in time spent

2-4 wks

From Kickoff to Live System

We handle CRM setup, workflow building, and team onboarding end to end

Stop Losing Deals to Manual Processes

Book a free 30-minute call. We'll audit your sales workflow, CRM setup, and pipeline visibility. You'll see exactly where deals are dying and what it takes to fix it. No obligation. No sales pressure. Just a real look at your numbers.

Book My Free ROI Call

30 minutes, no commitment · CRM + pipeline audit · Revenue leak estimate