Monetize your CRM data. Automatically
We implement end-to-end data orchestration workflows that clean, enrich, and reactivate your idle contacts. Start converting “lost” leads into predictable revenue.
Data Automation Engine
Most agencies stop at lead generation. We automate data operations across all stages of the customer journey. Your CRM data compounds revenue, excluding chaos.
Ground your data.
Your CRM decays 30% per year. Without automated hygiene, every quarter costs you pipeline you'll never see.
We build automated workflows that clean, update, and enrich your CRM data on a recurrence loop. Duplicates and missing fields wouldn’t be your problem. New leads get scored against your ICP before they ever reach a rep.
Activate what you’ve cleaned.
Clean data without activation is still dead. Nurture your prospects to get more leads into the pipeline.
We build automated nurturing workflows that trigger the right message at the right moment. Based on engagement, intent signals, and CRM data you’ve already collected. For teams that need deeper targeting, we design custom segmentation systems that group prospects by buying stage, industry or signal type for hitting the right audience.
Close your accounts.
Most deals die from slow follow-up. By the time you react, your prospect has already chosen.
We build Account Intelligence Monitoring systems that track your target accounts for closing signals, like funding rounds, leadership changes, hiring spikes, and tech stack shifts. Your sales team gets an alert on the right time with context to act on it. We also automate post-call workflows - turning meeting transcripts into ready-to-send briefs so your reps spend time on calls, excluding writing summaries.
Onboard without the chaos.
A new client deal won is only half the job. Broken data transfers and manual CRM setup kill momentum before the relationship even begins.
We automate the entire CRM data transfer process so your delivery team has clean, structured data from day one without manual exports, missing fields, and delays.
Keep what you miss.
Most lost deals aren’t dead on CRM. Without a structured re-engagement process, those opportunities quietly move to a competitor.
We nurture leads via campaigns that automatically re-engages prospects who went cold with the right message on time. The systematic way to bring more leads into your pipeline.
Upsell on time.
Expansion opportunity is almost inside your key accounts. Without monitoring, signals disappear before your team even sees a chance for upselling.
We monitor your existing clients for growth signals like new hires, funding rounds, product launches, or role changes. Your team gets an alert when the upsell window will be open.
Our approach to outbound
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From data silos to a Single Source of Truth
We implement data orchestration systems that turn your CRM into a revenue engine - unifying customer profiles and ending manual data entry.
Deep expertise in the B2B sales process
We understand long sales cycles and multiple stakeholders. We build Clay-powered HubSpot and Pipedrive systems for how B2B buyers decide.
End-to-end data workflow orchestration
Our workflows prevent data decay through real-time synchronization across your GTM stack - keeping your database clean and actionable.
Advanced B2B data enrichment services
We enrich your CRM with real-time buying signals using Clay - targeting based on ICP fit, hiring trends, and technology installs instead of guesswork.
Automated lead nurturing campaigns
Don't let lost opportunities go cold. We design reactivation workflows that reheat idle contacts and turn your existing database into a source of SQLs.
A scalable account expansion strategy
The most predictable revenue is already in your CRM. We surface cross-selling opportunities and drive Net Revenue Retention without adding headcount.
Data Orchestration Services
Most teams sit on thousands of contacts they never work. We build automations that clean, enrich, qualify, and reactivate your CRM data - while your sales team focuses on closing.
Results you can verify
Clear reporting on what matters most to our customers.
Jak pomogliśmy CXLabs zwalidować product-market-fit dla 3 linii usługowych w 3 tygodnie
CXLABS przetestował 3 segmenty rynku przez ustrukturyzowany outbound w 3 tygodnie. 4 kwalifikowane szanse sprzedażowe. Zobacz, jak walidacja PMF oparta na danych zastępuje zgadywanie.
Vanderbuild validated demand across our key segments and delivered qualified opportunities within days. The results — 4 SQLs, a 55% LinkedIn reply rate, and strong FMCG traction — gave us a clear direction to scale.
55%
Linkedin reply rate
Our workflow
From audit to live automation delivered in a few weeks.
STEP 1
CRM audit & data health check
We map your current CRM structure and identify data gaps, duplicate clusters, and decay patterns. You get a clear picture of what's broken and what's costing your pipeline.
STEP 2
Automation architecture
We design the data workflows that match your sales process. Cleaning rules, enrichment triggers, scoring logic, and segmentation criteria are documented and approved before we build.
STEP 3
Build & Integrate
We build every automation inside your existing CRM and connected tools without data migration risk. Everything runs where your team already works.
STEP 4
Test, launch & validate
Every workflow goes through a test cycle on real data before going live. We validate outputs, check edge cases, and confirm your team sees the right data in the right fields.
STEP 5
Monitor & optimize
Post-launch, we track automation performance, like records processed, data accuracy, and qualification precision. We adjust rules as your ICP, market, and sales process evolve.
Open playbooks for modern GTM
Use our free resources, plus hands-on guides from the field - built to help you run smarter outbound and cleaner CRM processes.
Ready to monetize your
CRM data?
Book a 30-min call. No pitch. You’ll leave knowing which systems fits - or that none do.
FAQs
Answers to the questions we hear most from B2B sales and growth leaders.
What is CRM data automation, and how does it work?
CRM data automation replaces manual data entry, cleanup, and enrichment with automated workflows that run inside your existing CRM. We build triggers, rules, and integrations that keep your records accurate, complete, and segmented - without anyone on your team touching a spreadsheet. The systems run continuously, processing new leads on entry and updating existing records as market conditions change.
How long does it take to set up?
Most single-system implementations - like data cleaning or lead qualification - go live within 2-3 weeks. A full deployment covering cleaning, enrichment, qualification, segmentation, and monitoring typically takes 4-6 weeks. Timeline depends on your CRM complexity and the number of connected data sources.
What do we need to provide before you start?
CRM access (admin or equivalent), a documented sales process or ICP definition, and a point of contact on your sales or RevOps team. If your ICP isn't documented yet, we can help define it during the audit phase. No technical preparation is required on your side.
How does this impact pipeline and revenue?
Clean, enriched, and properly segmented data directly affects conversion rates at every stage. Your reps spend time on qualified leads instead of updating records. Your campaigns target the right segments instead of broad lists. Your account managers catch upsell signals instead of missing them. The compounding effect shows up within the first quarter.
Which CRMs do you work with?
We work with any major CRM platform. The automation architecture adapts to your specific setup - including custom objects, proprietary fields, and existing integrations. If your CRM supports API access or native automation rules, we can build on it.