Deploy an automated pipeline reporting system that consolidates deal and project data across all custom client engagements into a unified dashboard. Integrates directly with Salesforce and HubSpot, leveraging AI to flag forecast risks and ensure data hygiene for each unique sales cycle.

Implement a flexible automation for lead lifecycle transitions, routing leads from marketing to sales and customer success based on project type, client requirements, and deal stage. Customizable logic ensures each lead follows the correct path, integrating with HubSpot, Salesforce, and project management tools.

Cuts lead handoff delays by 80% (from days to hours), increases qualified lead conversion by at least 12%, and enhances client experience by matching the right team to each opportunity—solving the pain of manual, error-prone handoffs in complex custom projects.

Establish a unified workflow automation layer that connects AI-driven and cloud migration project pipelines, syncing tasks, notifications, and data across Salesforce, HubSpot, and internal tools. Eliminates redundant manual steps and provides real-time visibility for both sales and delivery teams.

Removes 8+ hours of manual process per project, accelerates project onboarding, and ensures consistent data transfer—reducing operational overhead and enabling teams to focus on high-value work instead of tool wrangling.