Revenue gets lost in the handoffs between marketing and sales. Put agents on it.
Lead qualification, follow-up, CRM hygiene, deal review, forecasting. Each one is an agent your team supervises: it drafts the work, cites the source, and waits for sign-off. Your reps stay on deals. The agents stay on the queue.
20+ years shipping production software, from CRM and revenue platforms to governed lead and deal workflows.
Lead Qualifier
Scoring 24 inbound today · 6 hot
SDR Follow-up
Drafting 12 replies · intent-aware
CRM Hygiene
Enriching 80 accounts · 14 dupes flagged
Deal Review Copilot
Briefing 5 deals · QBR prep
Forecast Analyst
Pipeline rollup · Q3 commit
Pipeline Watcher
7 stalled deals · stage 3
Every recommendation cited to its source activity and held for your team's approval before it moves.
Where revenue quietly erodes in the handoffs.
RevOps sits between marketing, sales, the CRM, and the forecast. AI can help, but only if it fits the actual revenue workflow instead of adding another disconnected tool.
Speed to lead decides the deal, and you're losing it
Inbound sits while reps work other tabs. By the time someone replies, the best leads have already moved on to a faster competitor.
Follow-up is inconsistent and generic
Reps improvise, cadences slip, and the message rarely reflects what the buyer actually did. Good intent goes cold.
Dirty CRM, a forecast no one trusts
Missing fields, duplicates, and stale notes make the pipeline unreadable and turn the forecast into a guess.
Deal reviews run on stale context
Managers prep from memory and old notes, so risk surfaces late and coaching arrives after the deal is already slipping.
An agent for every workflow between a lead and a closed deal.
Each one owns a single repeated workflow, drafts the work from your real activity record, cites where every signal came from, and routes it for approval. Here is what each is working on right now.
Lead Qualifier
Classifies inbound by fit, intent, urgency, and source, scores it, and routes it to the right rep before it cools.
SDR Follow-up
Drafts intent-aware follow-up from the page visited, form response, and campaign source, then holds it for the rep to send.
CRM Hygiene & Enrichment
Finds missing fields, enriches accounts and contacts, flags duplicates, and summarizes account context so the forecast is trustworthy.
Deal Review Copilot
Summarizes deal history, risks, objections, and next steps before reviews, grounded in the activity record.
Forecast Analyst
Rolls up pipeline by stage, explains the movement, and flags forecast risk with the deals behind it.
Pipeline Watcher
Tracks stalled deals and stage risk and raises the flag while there is still time to act on it.
Meeting Prep
Builds a pre-call brief from CRM, email, and call history so reps walk into every meeting ready.
Build your own
Renewal risk, territory routing, quota tracking, win/loss analysis, RevOps reporting. If a workflow recurs across deals and carries pipeline or revenue risk, it is a candidate.
The Opportunity Map finds itA hot lead, qualified and answered before it cools.
The moment a form fills, the lead is scored, enriched, routed, and a reply is drafted for your rep. The best leads get a human answer while their intent is still at its peak.
1 · Trigger
Inbound · 9:02am
"Requested a demo from /pricing. Enterprise, 200+ seats, evaluating this quarter."
No owner. No reply. Intent at its peak.
2 · Lead Qualifier scores
Enterprise demo request · branded search
3 · Your call
Scored, enriched, routed, and an intent-aware reply drafted. Nothing sends until your rep approves it.
edit · override · reject all logged
The same governed loop, every workflow
Drafts
from the lead activity
Cites
every signal to a source
You approve
the rep signs off
Writes back
into your CRM
Logs
who approved what
Find the first workflow worth funding.
An operational-efficiency engagement that helps revenue leaders pick the one workflow worth turning into a system first, with the numbers to back it, before any code gets written.
Opportunity Map · sample
value × readiness
★ Recommended first build
A system around the agent, not a chatbot bolted on.
Your records
CRM · activity · enrichment
Permissions
only what the user can see
Your rules
ICP · routing · approvals
The agent
scores · cites every signal
Your team approves
people decide
Your CRM
written back, not re-keyed
Audit log
who approved what
Agents read from and write to the revenue software you already run, by record, with role-based access. No rip and replace.
CRM & marketing automation
-
Salesforce
accounts · opportunities · activities
-
HubSpot
contacts · deals · workflows
-
Marketo
leads · programs · scoring
-
Pardot
prospects · nurture · scoring
Sales engagement & intelligence
-
Outreach / Salesloft
sequences · replies · tasks
-
Gong / Chorus
calls · deal signals · risks
-
Apollo / Clearbit
enrichment · firmographics
-
LinkedIn Sales Navigator
signals · contacts
Forecasting & ops
-
Clari
forecast · pipeline health
-
Snowflake
revenue data · models
-
Slack
alerts · approvals · routing
From a mapped workflow to a system that runs.
The same four-phase engagement behind every Metacto Operational AI build, applied to your pipeline.
Opportunity Map
You get The revenue workflows worth funding, and the first one to build.
Context Engineering
You get Your CRM, activity, and enrichment data made usable by agents.
Agents & Workflows
You get A live agentic workflow with human approval and CRM write-backs.
Continuous AI Ops
You get Quality, cost, and ROI tracked, then expanded to the next workflow.
Proof: governed lead and deal agents that moved win rate.
A B2B marketing agency had AI activity everywhere and pipeline visibility nowhere. Metacto built lead and deal agents into their revenue workflow, every recommendation cited and human-approved.
Marketing agency · Lead & deal agents for RevOps
The problem
Inbound was scored by gut, follow-up was inconsistent, and deal reviews ran on stale CRM notes. AI usage was scattered across tabs and never connected to the pipeline, so reps could not trust the forecast or act on the best leads in time.
The outcome
Metacto shipped governed lead and deal agents inside their CRM. Agents score and route inbound, draft intent-aware follow-up, and brief reps before deal reviews. Every recommendation is cited to its source activity, a rep approves before anything sends, and every action is logged.
The workflow matters more than the model.
Value shows up when a repeated workflow gets better speed, quality, margin, or risk control. Metacto starts with that workflow, defines the baseline, and builds the system when the economics make sense.
Questions revenue leaders ask.
Do we need clean data before we start?
Part of the work is grounding agents in your real records, your CRM, activity, and enrichment data, and handling the gaps and exceptions explicitly. CRM hygiene is often the first workflow itself. You do not need perfect data to begin.
Will this integrate with our CRM and sales stack?
Yes. Workflows read and write through Salesforce or HubSpot, your sales engagement tools, and your enrichment sources, with role-based access so an agent only sees what the signed-in user can.
Does the AI send or change anything on its own?
Agents score, draft, and recommend. Your reps and ops approve, edit, or reject. Approval paths and audit logs are built in from the start.
How is this different from the AI already in our CRM?
Native CRM AI suggests inside one tool. We build the workflow across your stack: grounded in your records, cited to source, approved by a person, written back, and measured against a baseline.
What makes a good first revenue workflow?
One that recurs across deals, carries real pipeline or revenue risk, is measurable, and has an owner willing to change how the work gets done.
What do we get from the Opportunity Map?
A ranked map of candidate workflows, a baseline and value case, a recommended first build, and a build or no-build call before you commit budget.
Is this the right fit?
Good fit
- You run recurring revenue workflows like lead handling, follow-up, CRM hygiene, and deal review
- Pipeline or revenue is lost in manual handoffs between marketing and sales
- Your CRM and sales engagement data live in systems you can integrate
- A RevOps or sales leader can stay in the approval loop
- You want a production system that runs on real pipeline
Not a fit
- You want a generic chatbot or a one-off prototype
- There is no source-of-truth for your leads, accounts, and activity
- No owner is accountable for the workflow or its number
- You are not ready to measure impact against a baseline
The four phases, as standalone engagements.
Revenue Operations AI runs on the same four phases behind every Metacto build. Explore each.
Opportunity Mapping
Find the first workflow worth funding.
Explore about Opportunity MappingContext Engineering
Make your data and rules usable by agents.
Explore about Context EngineeringAgents & Workflows
Ship governed agents into production.
Explore about Agents & WorkflowsContinuous AI Operations
Measure, govern, and expand what works.
Explore about Continuous AI OperationsRevOps AI Opportunity Map
Find Revenue Operations AI Workflows.
Tell us about the revenue workflow creating the most friction. We will help you find where AI can speed follow-up, clean the pipeline, or lift win rate, and whether it is worth building. The first win should not prove AI is interesting. It should prove the team can change how work gets done.
Thank you!
We'll be in touch within one business day to discuss next steps.
Explore Opportunity Mapping