B2B SaaS teams whose CRM has drifted far enough that forecasting is an opinion.
Records are half filled, enrichment is stale, and onboarding lives in a checklist nobody updates. Every forecast starts with a week of cleaning the data it is based on.
Enrichment and hygiene run continuously so the CRM stays trustworthy. Pipeline, onboarding and churn signal read from the same record, and support deflection is measured rather than assumed.
The console, running.
Change the range and it responds. Demonstration build. Synthetic data, modelled on real operations, not a client system.
New pipeline
Pipeline coverage
Enrichment coverage
Onboarding completion
Pipeline by stage
The upper band is value sitting in a stage longer than its median. That is the forecast risk, shown early.
Accounts flagged
| Account | ARR | Signal | Owner | Status |
|---|---|---|---|---|
| Northlane Retail | $148K | Usage down 31% in 30d | A. Whitfield | At risk |
| Caldera Logistics | $92K | Onboarding stalled at step 3 | M. Okonjo | At risk |
| Pemberton Financial | $310K | Expansion signal, 4 new seats | A. Whitfield | Expansion |
| Vantage Utilities | $64K | No exec contact mapped | R. Salgado | Watch |
| Bridgeway Health | $205K | Renewal in 45d, no owner | Unassigned | Watch |
Demonstration build. Synthetic data, modelled on real operations, not a client system.
Sales automation
Sequencing, routing and follow up that runs from the record, not from a rep's memory.
Lead enrichment
Firmographic and intent data filled on arrival, refreshed on a schedule.
CRM workflows
Stage rules, hygiene checks and handoffs enforced by the system.
Customer onboarding
Milestones tracked per account, with the stall visible before renewal is at risk.
AI support and sales agents
Answer from your docs and your CRM, and hand to a human with context attached.
Analytics and executive dashboards
ARR, coverage and net revenue retention from one definition everyone shares.
Your stack stays. We build the seam.
The RevOps Agent
Keeps the CRM honest: fills what is missing, flags what has gone stale, and answers pipeline questions from the record rather than a stale export.