CRM data you can trust, and a funnel you can see.
Agents that clean every import before it reaches the CRM, keep every write-back safe, and report on the funnel and on ERP revenue without opening a connection into your ERP. The RevOps groundwork is done by agents and checked by your team.
Before the CRM
Import
- sara ali
- Sara Ali
- +974 ···
- قطر
- Qatar
The problem
Your CRM is only as good as what goes into it.
Imports, forms and manual entry fill the CRM with duplicates, half-filled records and names and numbers in every format, in two scripts. Reports stall on the CRM's own search limits, and adding AI on top only speeds up the mess.
Use case 01
Clean every import before it reaches the CRM
Mixed Arabic and English names, phone numbers in every possible format, country spellings that never match. The agent normalises each row, flags duplicates and passes only clean records to the CRM.
Connects to your list exports · your CRM
A person approves merges and anything flagged
Use case 02
A funnel you can actually see
A live dashboard built on a synced copy of your CRM contacts and deals, so reporting isn't held back by the CRM's own search limits. Ad spend can sit next to the leads and deals it produced.
Connects to a synced copy of your CRM · your ads accounts
A person approves the stage definitions the dashboard uses
Synced copy
Funnel
- New
- Qualified
- Conversation
- Deal
Use case 03
ERP revenue reports, read-only
Scheduled revenue reports built from daily ERP exports. Nothing is written back to the ERP, and no live connection into it is opened.
Connects to daily ERP exports
A person approves the report format and who receives it
Daily
ERP export
- ERP export · daily
- Revenue report
More use cases
Field locks
Access
- Agent
- Lead
- Admin
Write-back rules
Fields are saved in one step, and an agent never downgrades a lead's status.
Access for an outsourced team
Role-based CRM access for an outsourced or contact-centre team, down to the field, without buying extra CRM seats.
One record per customer
Voice, WhatsApp and email agents all log to the same customer record, so your team sees the whole history in one place.
Clean data first, then reporting you can rely on.
01
Discover
We look at your CRM, your import sources and the reports leadership actually reads, then agree the rules for clean data and one success measure.
02
Build
Two-week increments, each ending in a working demo on a copy of your data. Rules are tested on real samples before they touch the live CRM.
03
Launch and evaluate
Cleaning and write-back rules go live behind the agreed controls. Exceptions go to a review queue rather than into the CRM.
04
Operate or hand over
We run it on a monthly retainer, or hand it to your RevOps team with the runbook. The code sits in a repository you own.
From production
Read-only
ERP reporting from exports, with no connection into the ERP.
EN · AR
Arabic and English data, handled as it is.
2 weeks
per delivery increment, each ending in a working demo.
Your repo
the code, on your own cloud and API accounts.
Built and operated
we run what we build.
Why us
Clean data first
We normalise and de-duplicate before anything reaches your CRM, and a person approves merges.
Safe write-back
Agents save fields in one step, log every write, and never downgrade a lead's status.
Reporting that doesn't strain the CRM
Funnel reporting runs on a synced copy, and ERP data comes from read-only daily exports.
You own it
Code in your repo, on your accounts.
Best for
- RevOps and sales operations teams that spend hours on imports and clean-up
- CRMs with mixed Arabic and English records
- Teams whose funnel reports are held back by CRM search limits
Related
Questions
- Will agents change records without anyone knowing?
- No. Every agent write is logged on the record, duplicates are flagged for a person to review, and merges need approval.
- Do you connect directly to our ERP?
- No. ERP revenue reporting runs from daily exports, read-only, with no connection into the ERP.
- Can outsourced teams work in our CRM without extra seats?
- We set up role-based access down to the field, and we check whether it avoids extra seats for your setup.
- Where do we start?
- With the import or report that causes the most rework. We work in two-week increments, and each one ends with something working you can review.
Start with your messiest import.
Book a free consult. Bring the list or report that causes the most rework, and we will show you what an agent would clean, what it would flag, and what would reach your CRM.