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FOR DEMAND GENERATION AGENCIES
Reconcile pipeline across two CRMs without the manual glue.
A team of AI agents we build on your SOPs and run for you, on one shared record, inside the tools you already use.
AGENT TEAM
Northwind, shared record
LIVE
Delivery
Reporting
QA
Project
Comms
Billing
Reporting agent
Assembling June client report
QA agent
Audit flow: welcome series
Onboarding agent
New client: Northwind
Reconciliation agent
CRM ↔ billing pass
4 agents · 2 humans on judgmentv.OPS-1.4
BEFORE / AFTER01
The tool sprawl demand generation agencies live in.
YOUR STACK TODAY
A tool for every problem, a person to glue them together.
Their CRM plus each client's HubSpot/Salesforce/Marketo, analytics, PM, reporting
“They live in two CRMs at once and must reconcile pipeline data across them.”
YOUR STACK TODAY
DISCONNECTEDa person, re-keying
8 tools, no shared record, the owner is the integration layer.
WITH INEVI
One shared record, inside the tools you already use.
The agent team absorbs the assembly work. Your people own the judgment calls. A named operator owns the operating metric we baselined together.
- Cross-CRM reconciliation
- Pipeline-influence reporting
- Campaign ops
- Client updates
AGENT TEAM
Northwind, shared record
LIVE
Delivery
Reporting
QA
Project
Comms
Billing
Reporting agent
Assembling June client report
QA agent
Audit flow: welcome series
Onboarding agent
New client: Northwind
Reconciliation agent
CRM ↔ billing pass
4 agents · 2 humans on judgmentv.OPS-1.4
GET STARTED03
Run leaner and higher-margin, without hiring to do it.
Start with the discovery call. We will show you where your margin is leaking, then exactly how to fix it.
We onboard a limited number of teams each month, set by the number of named operators available to run them.