Pipeline that updates itself.
Reps sell; the layer does the rest — routing, qualification, follow-up sequences, proposal drafts, CRM hygiene, and a pipeline view that's actually true.
Where the hours and leads go.
- Inbound leads sitting unrouted while reps are in calls
- Follow-up that dies after the second touch
- Proposals bottlenecked on whoever owns the template
- CRM data entered late, wrong, or never
- Forecasts built on stale pipeline
Every inbound lead is qualified and routed in seconds. Sequences follow up persistently in the rep's voice. Proposals draft from approved templates the moment a deal reaches stage. Calls, emails, and meetings log themselves. Managers get pipeline reporting generated from reality, not memory.
What we'd put on the layer first.
Real workflows we build for this industry — each with approval gates exactly where you want human judgment.
Lead routing & qualification
Inbound lead → qualified against your ICP → routed to the right rep with full context → untouched leads escalated before they rot.
Persistent sequences
No reply → the follow-up keeps going: email, text, call task — until a response or a clean close-lost reason.
Proposal & contract flow
Deal hits proposal stage → document drafted from templates and deal data → rep approves → e-signature collected → CRM and onboarding updated.
CRM hygiene & reporting
Activities logged automatically, stages nudged when reality changes, weekly pipeline summaries delivered to managers.
AI does the work. You approve what matters.
Every workflow ships with approval settings. Sensitive actions — pricing, outbound messages, anything customer-facing you choose — wait in a queue you can clear from your phone in seconds.
- Minutes-not-hours response on every inbound lead
- Sequences that never forget touch six
- Proposals out the same day the deal qualifies
- Selling hours recovered from data entry
- Lead — Karen M., fence quoteLow risk
No reply in 2 days. Send the follow-up text with the updated quote link.
ApproveEdit - Proposal — Hilltop DentalReview pricing
Proposal drafted from your template. $4,850, net-15, 3 line items.
ReviewEdit - Social — Before & after, Unit 12Low risk
Post drafted with photos and caption. Scheduled for Thursday 9:00 AM.
ApproveEdit - Invoice — #1042, 14 days overdueLow risk
Payment reminder drafted. Friendly tone, includes payment link.
ApproveEdit
The window is open.
Quota-carrying time is too expensive to spend on admin. Teams that automate the motion around selling outsell teams that just hire more reps.
Entry workflows start at $99–$399/month. Serving small businesses in all 50 U.S. states.
