RevOps and AI automation for SaaS companies
Your product, billing, and CRM each tell a different story about the same customer. We connect them so your team sells, onboards, and renews from one source of truth.
The reality in SaaS
Most SaaS teams do not have a lead problem. They have a data problem wearing a lead problem costume. Product usage sits in one database, payments in Stripe, conversations in the CRM, and support in a fourth tool, so nobody can answer a simple question: which trials are actually worth a rep's time this week.
That gap is where revenue leaks. Reps chase free signups that were never going to convert while a power user quietly hits a wall and churns. We fix the plumbing first, then layer AI automation on top so the signals that matter reach a human while they still mean something.
What we do for SaaS teams
Product-qualified lead scoring
Score trials and free accounts on real usage, not form fills, so sales spends time on the accounts showing buying behavior.
One source of truth
We unify product, billing, and CRM data in HubSpot or Salesforce so marketing, sales, and success finally argue from the same numbers.
Lifecycle and onboarding automation
Trigger the right onboarding nudge, sales touch, or expansion play off actual product milestones instead of a calendar.
Churn and expansion signals
Surface the usage drops and seat-expansion moments early, routed to the person who can act on them.
Where we start
Audit the stack
We map where your customer data lives today and where it breaks, from signup to renewal.
Build the model
A clean data model that ties product events to CRM records, with scoring you can actually explain.
Automate the handoffs
PQL routing, onboarding sequences, and expansion alerts that fire on behavior.
Report on revenue
Forecasting and attribution that account for self-serve, sales-led, and expansion in one view.
Frequently asked questions
How do you connect product usage to the CRM?
We pipe product events into your CRM through your warehouse, a CDP, or a direct integration, depending on your stack. The goal is one timeline per account that shows usage, billing, and conversations together, so a rep opening a record sees the whole picture.
We run a PLG motion. Do we even need sales ops?
More than you would think. Product-led companies generate enormous signal and almost no structure for acting on it. The work shifts from chasing leads to deciding which self-serve accounts deserve a human, and automating everything else.
Salesforce or HubSpot for SaaS?
Both work. HubSpot gets you running faster and handles most SaaS motions well into eight figures. Salesforce earns its complexity once you have heavy custom processes or a large sales org. We will tell you straight which fits where you are.