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SOLUTIONS · SALES & REVOPS

Give your reps back the hours the CRM steals.

A team of AI agents we build and run owns the full cycle, from the prospect list to the outbound to the booked call to the clean forecast, each one handing off to the next. Your reps sell and RevOps stops reconciling.

AGENT TEAM
Northwind, shared record
LIVE
Delivery
Reporting
QA
Project
Comms
Billing
Reporting agent
Assembling June client report
Running
QA agent
Audit flow: welcome series
Needs approval
Onboarding agent
New client: Northwind
Running
Reconciliation agent
CRM ↔ billing pass
Idle
4 agents · 2 humans on judgmentv.OPS-1.4
MEET YOUR TEAM01

The kind of team we build for sales & revops.

This is a representative roster. We build yours from your SOPs, so the agents, their steps, and the tools they touch match how your team actually works. Each owns a full workflow, they hand off to each other, and your people own the judgment calls.

Prospect Researcher
Autonomous

Owns list building end to end: finds the accounts that match your ICP, enriches every contact from live sources, and hands over a scored list.

THE WORKFLOW IT RUNS
Connected to your sources
ApolloApolloClayClaySalesforceSalesforceHubSpotHubSpotGoogle SheetsGoogle Sheets
Pull the accounts that match your ICP
Enrich every contact from live sources
Score and prioritize the list
Hands off toOutbound Writer

The scored list lands in outbound already researched, with the hook drawn from real signals.

Outbound Writer
Your sign-off

Owns the outbound program: writes each sequence off the account's real signals, paces the sends, and works the replies.

THE WORKFLOW IT RUNS
Connected to your sources
OutreachOutreachSmartleadSmartleadInstantlyInstantlyHubSpotHubSpotGmailGmail
Write each sequence off the account's real signals
Pace the sends across the week
You approve the send
Work the replies and follow up
Hands off toMeeting Booker

Every reply that shows intent goes straight to booking, with the whole thread attached.

Meeting Booker
Autonomous

Owns the path from reply to booked call: qualifies the intent, books the slot, and briefs the rep before they join.

THE WORKFLOW IT RUNS
Connected to your sources
CalendlyCalendlyGoogle CalendarGoogle CalendarZoomZoomHubSpotHubSpot
Qualify the reply against your criteria
Book it into the right rep's calendar
Brief the rep before the call
Hands off toCRM Hygienist

The meeting writes itself to the record before the rep has even joined the call.

CRM Hygienist
Autonomous

Owns the record: logs every touch, repairs what's broken, and keeps the CRM true without a rep ever typing into it.

THE WORKFLOW IT RUNS
Connected to your sources
SalesforceSalesforceHubSpotHubSpotGongGong
Log every call, email, and meeting
Dedupe and repair the broken records
Keep every field current after each touch
Hands off toPipeline Reporter

A clean record is the only reason the forecast built on top of it can be trusted.

Pipeline Reporter
Autonomous

Owns the forecast: rolls pipeline up from the live record, reconciles it against quota, and ships it to leadership.

THE WORKFLOW IT RUNS
Connected to your sources
SalesforceSalesforceHubSpotHubSpotGoogle SheetsGoogle SheetsSlackSlack
Roll pipeline up from the live record
Reconcile it against quota and plan
Ship the forecast to leadership
Hands off toDeal Reviewer

The forecast surfaces exactly which deals need a second set of eyes.

Deal Reviewer
Your sign-off

Owns deal inspection: reviews every deal against your criteria, flags the ones slipping, and logs what actually happened.

THE WORKFLOW IT RUNS
Connected to your sources
SalesforceSalesforceGongGongSlackSlack
Review every deal against your criteria
Flag the ones that slipped or went quiet
You decide what to escalate
Log the outcome back to the record
Hands off toProspect Researcher

What closed and what died teaches the next prospecting run who to target. The loop closes.

THE OPERATING METRIC WE HOLD
Rep hours per week on CRM and admin
BASELINE TODAY
8 to 12 hours
TARGET, 90 DAYS
Under 3 hours inside 90 days
BEFORE / AFTER02

The tool sprawl sales & revops teams live in.

YOUR STACK TODAY

A tool for every problem, a person to glue them together.

Salesforce or HubSpot, Sales Navigator, Apollo, a sequencer, a dialer, and the spreadsheets nobody admits to.

Sales people hate CRM cuz it takes their time and energy to update it every time they take any action. The complain is should we focus on sales or CRM.
R/SALES
SalesforceHubSpotApolloSmartleadInstantlyCalendlyGoogle SheetsSlack
YOUR STACK TODAY
DISCONNECTED
a person, re-keying
Salesforce
HubSpot
Apollo
Smartlead
Instantly
Calendly
Google Sheets
Slack

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.

  • Enrich and build prospect lists from live sources
  • Log calls and update the CRM after every touch
  • Draft and pace outbound sequences
  • Roll pipeline and forecast up from real data
  • Flag deals that went quiet or slipped a stage
AGENT TEAM
Northwind, shared record
LIVE
Delivery
Reporting
QA
Project
Comms
Billing
Reporting agent
Assembling June client report
Running
QA agent
Audit flow: welcome series
Needs approval
Onboarding agent
New client: Northwind
Running
Reconciliation agent
CRM ↔ billing pass
Idle
4 agents · 2 humans on judgmentv.OPS-1.4
OUR DIAGNOSIS03

Where sales & revops actually lose margin.

Reps were hired to sell, then handed a second job: feeding the CRM. Because the stack does not sync, the same call gets re-keyed by hand, prospecting is a manual tool-chain, and RevOps exports stale data to build a forecast leadership does not fully trust. The selling time leaks into admin, and the number is only as good as the hygiene underneath it.

THE WEEKLY OPS THE AGENT TEAM RUNS

An always-on agent owns this. A human approves at the judgment point. The output lands in the same shared record everyone reads from.

VOICE OF YOUR PEERS04

What we hear, verbatim.

Data entry is the 'ops tax' that kills CRM adoption. If the team feels like they're working for the CRM instead of the CRM working for them, they stop updating it.
R/CRMSales & RevOps
THE ENGAGEMENT05

A named operator, then a team of agents that runs it.

THE BUILD
A fixed build, scoped from your audit Blueprint.

Your agent team goes inside the tools you already use. No migration, no new platform.

MANAGED OPERATIONS
We run your agent team and a named operator owns the metric.

Month to month after a 90-day proof. Metric guarantee included.

GET STARTED07

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.