Services · Sales & CRM automation

Clean pipeline, without the busywork

Reps will not log activity, and forecasts pay the price. We automate capture, enrichment, and routing behind your CRM, so the data is right without anyone changing how they sell.

Silent activity capture Lead routing Data hygiene
A staged sales sequence carrying email, calendar, and call touchpoints across three pipeline stages
Built with
Salesforce HubSpot Pipedrive Python REST APIs Clearbit
Where it hurts · what we build

Automation earns its keep where reps will not.

Pipeline & data hygiene
Operational automation
The pain

Reps refuse to log activities manually, so revenue forecasts are wildly inaccurate.

What we build

Software that silently captures email, calendar, and telephony interactions to update records automatically.

Read the case study
Lead routing & enrichment
Operational automation
The pain

Inbound leads sit untouched while managers manually assign them to territories.

What we build

A system that enriches incoming leads with firmographic data and routes them on complex territory rules.

Read the case study
Quoting & configuration
Bespoke software
The pain

Complex pricing matrices require manual spreadsheet calculation, adding deal friction.

What we build

Configuration tools that guide reps through compliant pricing to generate accurate proposals instantly.

Read the case study
One CRM pipeline

Activity is captured, enriched, routed, and synced without a rep lifting a finger.

For teams whose forecasts break because reps will not log calls, emails, and meetings.

We capture every touch, enrich it with firmographic data, route the lead to the right rep, and sync it back into your CRM , so the record is right without anyone changing how they sell.

Connects to SalesforceHubSpotPipedriveClearbit
A CRM automation loop: capture activity, enrich with firmographic data, route to the right rep, and sync back into the CRM
Capture, enrich, route, sync
Where the sector is heading
Lead scoring · 2026
61 %

AI lead scoring is now mainstream

Most B2B teams now score leads with AI, contacting buyers at the moment of intent.

Source: Digital Applied, 2026
CRM platforms · 2026
87 %

Cloud CRM is the default

On-premise systems are now a severe liability for agile integrations.

Source: Sellers Commerce, 2026
Tool fatigue · 2026
8 tools

Sellers drown in software

Reps use an average of 8 tools to close, and the most overwhelmed see a 45 percent drop in quota attainment.

Source: Salesforce, 2026
The cost of standing still

What dirty pipeline data costs.

Reps will not log activity, CRM data decays, and forecasts diverge from reality. The gap between what the pipeline says and what actually closes is where revenue plans stall. These figures describe the sales and CRM sector, not Techtiz engagements—and what dirty data costs.

20 %

Share of contacts and sales activities users actually log into the CRM

Everready.ai, 2026

64.8 %

Share of rep time spent on non-revenue activities, mostly admin

Salesforce, 2024

30 %

Annual rate at which CRM data decays without automated enrichment

Gartner, 2024

$12.9 M

Average annual cost of poor data quality per organization

Gartner, 2023

What we build

What every sales automation ships with.

01

Invisible activity capture

Email, calendar, and call data update records automatically, with no new dashboard to learn.

02

Enrichment & routing

Inbound leads are enriched with firmographics and routed on your territory rules in seconds.

03

Data precedence rules

Automation only fills empty fields or refreshes stale records, never overwriting verified data.

04

Bi-directional sync

A parallel layer cleans and enriches without forcing a platform migration.

For U.S. SLED prime contractors

CRM and pipeline automation, delivered behind the prime.

If your SLED scope includes systems integration or CRM data work, we build it as your subcontractor under NAICS 541512, never facing the agency.

NAICS 541512 541511 541611
See SLED Subcontracting

NDA-first, subcontract-only. We work behind the prime, under your brand. We do not pursue prime contracts and we never face the agency.

Invisible by design. Automation runs behind the existing CRM, so adoption never depends on changing daily workflows.

Measured in hours saved. We report time saved per rep and data-accuracy gains, not inflated revenue claims.

FAQ

Sales automation, answered.

Will this automation overwrite our existing, verified customer data?

No. We set strict data precedence rules so the system only updates empty fields or clearly outdated records.

Do our reps need to learn a new interface?

No. The automation operates quietly behind your existing CRM software.

How long does it take to clean a heavily degraded database?

An automated deduplication and enrichment process typically normalizes a mid-market database within 4 to 6 weeks.

Can this handle custom fields specific to our industry?

Yes. The automation logic maps directly to your custom object architecture and existing validation rules.

Our reps distrust automated data. How do you handle that?

We design automation to work invisibly in the background. If it required reps to change their workflow or log into a new tool, adoption would fail, so it does not.

Start the conversation

Make the CRM tell the truth

Tell us where your forecast and your pipeline disagree. That gap is where the first automation goes.

Scope a sales automation