Cross-Tool Workflow Automation for B2B & SaaS
A closed deal that provisions itself no manual handoffs between teams.
0 manual handoffsHow it works
Connects CRM, billing, support, and Slack into one orchestrated flow. When a deal closes, the account is provisioned, finance is updated, onboarding kicks off, and the team is notified all triggered automatically. The seams between your tools stop being your team's job.
The workflow
Every step below runs unattended. Your team is involved only where the system is designed to hand off.
- 01
Trigger
Deal closed
- 02
Provision
Account setup
- 03
Update
Finance + CRM
- 04
Kick off
Onboarding
- 05
Notify
The team
Want this running on your stack?
A systems audit maps this against how your b2b & saas operation actually works, and scopes it as a fixed piece of work.
Request a systems auditAlso built for B2B & SaaS
Custom Internal Tools & Dashboards
The internal app you'd wait two quarters on engineering for live in weeks.
CRM Hygiene & Enrichment Agent
A pipeline that reflects reality, not last quarter cleaned continuously.
Client Onboarding & Provisioning
Every new contract, a tracked run from signature to kickoff without the chase.
Automated Ops & Pipeline Reporting
Board deck, pipeline review, and investor update assembled on schedule.