AIBusinessFlows is now UGIPO. Same team, same results, new name. Read why

RevOps

A CRM your sales team actually trusts.

Most CRMs are data graveyards: duplicates, dead records, reps who don't log anything, and reporting still done by hand in Excel. We build you a CRM that saves work instead of creating it.

Recognize yourself?

  • Leads come in, but nobody knows what happened to them
  • Pipeline review starts with “that number's wrong, I haven't updated it yet”
  • Marketing and sales argue over whose lead it was
  • The forecast is a feeling, not a number

What you get

Audit & design

How data flows today, where it leaks, and what the target state looks like.

CRM implementation or migration

HubSpot, Salesforce, Pipedrive, Raynet. Data moved without losing history.

Data cleaning & hygiene

Deduplication, firmographic backfill, and rules that keep the mess from coming back.

Automatic enrichment

Every new lead self-enriches with company, size, industry, and signals, powered by our engine.

Lead scoring & routing

Hot leads identify themselves and land with the right rep.

Pipeline design

Stages with clear qualification criteria, so “proposal sent” means the same thing everywhere.

Automation

Follow-ups, reminders, marketing-to-sales handoff. Built in native CRM tools plus Make/n8n.

Reporting & forecast

Stage-conversion, activity, and forecast dashboards that generate themselves.

How it works

Week 1

1 · Audit

We go through your CRM, processes, and data.

Week 2

2 · Design

Target architecture plus prioritized quick wins.

Weeks 3–6

3 · Implementation

In sprints, validated with your team as we go.

Final week

4 · Handover

Rep training, documentation, 30 days of support.

Materials your reps actually sell with

The best campaign won't help if your rep shows up with a deck from 2019. We produce sales materials built on data: from your campaigns, your numbers, your customers. The arguments target companies reply to are the ones we put into your materials.

Sales decks

First-meeting and decision-meeting presentations: structure, copy, and design.

Case studies

From the customer interview to the finished asset with numbers. PDF, web, and presentation formats.

One-pagers & proposals

The asset a rep sends after the meeting, readable in 2 minutes.

Playbooks

How to qualify, what to ask, how to handle objections. Built on real replies from campaigns.

Frequently Asked Questions

Common questions about the RevOps service.

Want a forecast that's a number, not a feeling?