Built for the RevOps lead who refuses to be a CRM janitor.
Companion enforces process, cleans data, and runs your reporting on autopilot — so you can build the system your sales org actually needs instead of patching the one it has.
What every revops we've talked to already knows.
Half of every week spent reconciling CRM data that reps update wrong, late, or not at all.
Stage-exit rules that nobody follows because there's no automated enforcement.
Reports that take three hours to assemble and are stale the moment they land.
Tool sprawl: 11 SaaS subscriptions doing 60% of the job, badly.
Process changes that take a quarter to roll out and another to enforce.
The features that move the metric.
CRM hygiene on autopilot
Deduplication, field completion, stage validation, account hierarchy — Companion does it continuously, not in a once-a-month panic.
Process enforcement, silently
Stage exit criteria, next-step requirements, handoff completeness — enforced at write time. If a deal moves to Proposal without a stakeholder map, Companion catches it before the rep does.
Reporting that builds itself
Pipeline coverage, conversion by stage, source ROI, rep activity — assembled and refreshed live. Stop being a SQL writer for the leadership team.
One layer instead of eleven tools
Companion sits inside the CRM you have. No new system to learn, no new contract to sign, no new vendor to chase when something breaks.
What the week looks like, with the Companion on.
By 9 AM the CRM is clean. Stage rules are being enforced silently in the background. The exception queue you used to chase weekly is two items long instead of two hundred.
You spend Tuesday doing the work you actually got hired to do — redesigning territory based on real-territory data, rebuilding the ramp playbook with enablement, working with the CRO on Q3 capacity planning. The cleanup work that used to eat 60% of your week is happening while you sleep.
Targets we build the RevOps Companion to hit.
CRM hygiene score: from 62 to 96
Manual data-cleanup hours/week: from 18 to <2
Time to roll out a process change: from a quarter to a week
Targets are directional benchmarks from elite-sales-department patterns. Final numbers depend on your motion, stack, and starting point — and we agree to them in the build engagement.
Same product. Configured to the seat next to yours.
Show us how your revopss actually work today.
30 minutes. We'll tell you whether Sales Companion is the right fit — and what the build looks like if it is.