New leads assigned by territory, service, or load — in seconds, with an SLA timer.
Stages move from real events — calls, emails, bookings, payments — not memory.
Next steps generated automatically; nothing sits untouched past its SLA.
Deduplication, enrichment, and formatting handled continuously in the background.
Lead → customer → repeat → dormant, each transition firing the right campaign.
Stalled deals and cold leads automatically re-enter sequences — no lead dies quietly.
Yes — cleanup is usually phase one. We dedupe, restructure stages around your actual sales process, then automate on the clean base.
No — automation handles the clerical layer. Reps can always override a stage or pause a sequence; the system logs it either way.
Only if it's clearly worth it. When it is, we handle migration, field mapping, and retraining as part of the build.
