Automate and standardize the transition of leads from marketing to sales, integrating all touchpoints and tools into a single workflow. This includes real-time assignment, SLA alerting, and seamless syncing with your CRM to eliminate early GTM friction and ensure every qualified lead is actioned quickly by the right team member.

Map and unify all revenue-related data sources (CRM, billing, communications) into a single RevOps workspace. Automate cross-channel workflows—such as notifications, task creation, and outreach—removing data silos and manual syncs so teams operate from one source of truth.

Cuts workflow inefficiencies by 30–40%, saving the equivalent of 1 FTE per month and empowering Matt’s team to scale operations without adding headcount.

Continuously enrich CRM records with real-time signals (job changes, payment/funding events, coverage data) and trigger automated pipeline health snapshots. This ensures the CEO and GTM leaders always have accurate, up-to-date forecasts and risk alerts for strategic decisions.

Improves forecast accuracy by 20–25%, reduces manual data cleanup by 10+ hours/month, and enables confident decision-making as SquareDash scales its contractor network.