Revenue Operations
AI Sales Intelligence Dashboard
Brings pipeline, activity and win-rate insights into one natural-language dashboard.
Revenue Operations
AI Revenue Operations Assistant
Enforces your CRM stage rules and reports where deals actually fall out of the funnel.
When reps skip required fields and deals jump stages, every pipeline report becomes a debate. This assistant keeps your CRM data clean, checks deals against your stage rules before they advance, catches duplicates and stale records, and reports funnel conversion stage by stage. You see exactly where deals fall out, and an approval step protects records before anything is merged or overwritten.
- Stage rules and required fields enforced before deals advance
- Duplicate and stale records caught before they inflate pipeline
- Funnel conversion reported stage by stage
$4,500
20–30 working days
Optional maintenance $249/mo
What it is
AI Revenue Operations Assistant enforces your CRM stage rules, so deals only advance when required fields are complete. It reports funnel conversion stage by stage, showing exactly where deals fall out. Ongoing duplicate checks keep data tidy, and records are merged or overwritten only after approval.
Why businesses buy it
Messy CRM data quietly breaks everything built on it: forecasts, territory plans, commission and board reports. Cleaning it up by hand is a project nobody has time for, and it goes stale within a month. This assistant keeps the data clean continuously and enforces the stage rules you already wrote down, so reports mean the same thing whoever pulls them. Leaders finally trust the forecast. The stage rules, required fields, duplicate checks and approval step are written into the scope before you order, so you control every change.
Problems this solves
Duplicate and incomplete CRM records skew every report
Duplicate checks run continuously across the connected systems. Records are only merged or overwritten after a person approves, so cleanup happens without losing data by accident.
Deals advance stages without the required fields filled in
Before a deal can advance, the assistant checks it against your stage rules. Missing fields or skipped steps are flagged to the owner on your chosen channel.
Nobody can say where in the funnel deals drop out
The assistant reports funnel conversion stage by stage, using the cleaner data. You see exactly where deals fall out instead of guessing from a single pipeline total.
A good fit if
Deals move between stages inconsistently, reps skip required fields, and forecast reports vary depending on who pulled the numbers.
You have written stage-gate rules, such as a required next step before a deal can move to proposal, that aren't consistently enforced.
You suspect duplicate or stale records are inflating your reported pipeline, but nobody has time to clean it up manually.
You want a standing report on where deals actually fall out of the funnel, not a one-off audit that goes stale in a month.
Not the right fit if
You only want duplicates and missing fields cleaned on a schedule, without stage rules or funnel reporting. See AI CRM Data Hygiene, the lighter option.
You have a one-off backlog of messy records to fix once, not rules to enforce every day. See CRM Data Cleanup Sprint.
You want a natural-language dashboard over clean pipeline data, not the cleanup itself. See AI Sales Intelligence Dashboard.
You want the system to act on individual accounts, drafting upsell or renewal outreach. See AI Upsell Agent or AI Renewal Agent.
Your CRM data is already reliable and you only need scoring on top of it. See AI Customer Scoring.
You want data hygiene bundled with call analysis and forecasting in one connected system. See AI Revenue Intelligence.
How it works
- We connect to your CRM and any connected system with read and write access, so the assistant can flag issues and correct agreed fields directly.
- It checks every deal against your stage-gate rules, such as a required next step or a minimum field set, before it can move forward.
- Duplicate, stale or incomplete records are flagged for merge or cleanup, following the rules you set rather than auto-deleting anything without review.
- Funnel conversion is tracked stage by stage, so you can see exactly where deals fall out, not just an overall win rate.
- Corrections that fall within your approval rules are applied automatically. Anything outside them sits in a review queue for the approver you named.
- We test the assistant against fifty documented scenarios built from your own CRM before handoff, including messy records on purpose.
What you provide within 72 hours
Your portal lists these the moment you order. Delivery starts the working day after everything is in and your access is checked.
- Admin or API access to the connected systems, with sandbox or test records if you have them.
- Your stage-gate rules and any approval limits on what can be corrected without a manager's sign-off.
- Ten real sample deal records, so the cleanup logic is built against your actual data, not a hypothetical.
- The name of the approver who reviews corrections outside the agreed rules.
- Admin access and API keys for every connected system, shared by adding our team as a user or creating a key you control, never by email.
- Your business information (company basics, hours and brand voice), shared during intake.
- One decision-maker who can sign off on the final workflow before launch.
- An API key for your own AI model account (for example OpenAI or Google Gemini), created for this build with a spending limit.
The 72-hour rule. Send everything on your checklist, including access, within 72 hours of ordering so your build starts on time.
Timeline
Start
Intake verified and stage-gate rules agreed.
Weeks 1–2
Data-hygiene checks and funnel reporting built.
Week 3
Systems connected with read and write access.
Weeks 3–4
50 documented test scenarios run against your own CRM.
Week 4
Your review and two rounds of changes.
Go-live
Live, recorded handoff session, support starts.
| Option | Delivery time | Price |
|---|---|---|
| Standard | 20–30 working days | $4,500 |
| Express | 15–25 working days | $5,300 |
| Rush | 10–20 working days | $6,100 |
What you receive at handover
- AI Revenue Operations Assistant configured, with read and write access to up to two systems
- Your stage rules, duplicate checks and merge approvals set up as workflows, up to six
- A stage-by-stage funnel conversion report delivered to one channel
- A test report covering 50 documented scenarios
- An admin guide, a recorded handoff session and 30 days of post-launch support
Expected benefits and how to measure them
- Helps reports reflect reality, because the data underneath is cleaner
- Can save operations time spent on manual cleanup
- Makes stage rules stick without constant chasing
- Duplicate record count
- Run your CRM's duplicate report at launch and again at the end of each month.
- Open deals missing required fields
- Run the same CRM filter monthly, starting the week before launch, and compare the counts.
- Stage conversion rates
- Compare the assistant's funnel report with a manual export covering the quarter before launch.
Before you start: Export a duplicate count and a list of open deals missing required fields. Record your current stage-by-stage conversion rates.
These are things to track, not promised results. Outcomes depend on your data, your team and your market.
Running costs
The build price is one-time. Running the assistant costs roughly $50 to $250 a month for AI model usage and hosting, on top of your existing CRM plan.
AI usage during the build and testing is billed to your own accounts, so every provider relationship stays yours. Nothing runs through us.
Ask about running costsCustom requirements
Add a note at checkout if you need something specific. If it fits within the Scope Card it is simply included. If it goes beyond it, you get a written Change Quote within two working days, and that work starts only once you accept it, with its time added to your delivery date.
Request a custom versionKeep it running
After launch, monthly maintenance keeps the rules in line with your process: monitoring, fixes and monthly change hours to add a new stage rule after a process change. It starts after the 30 days of support and can be cancelled any month.
$249/mo (the minimum fee, includes 2 change hours)
Optional. Starts after the post-launch support period. Cancel any month.
How maintenance worksHow this compares
| Do it yourself with a SaaS tool | Hire a custom agency | Upmark Labs | |
|---|---|---|---|
| Price | A data-hygiene tool charges a monthly fee based on record count | A RevOps agency quotes after a discovery phase | Ours is one fixed price, shown before you buy |
| Scope | A data-hygiene tool ships generic duplicate rules you tune yourself | An agency agrees scope during the project | Ours is written on the Scope Card before purchase |
| Delivery | A data-hygiene tool is fast to install but slow to configure well | An agency usually takes several weeks, set per project | Ours has a fixed delivery time shown before you buy, with faster options |
| Stage rules | A data-hygiene tool doesn't enforce your own stage gates | An agency build depends on what was agreed | Ours checks every deal against the rules you define |
| Funnel reporting | A data-hygiene tool reports on records cleaned, not conversion | An agency build depends on what was agreed | Ours reports on funnel conversion stage by stage |
Questions about this product
Will it delete records automatically?
No. Duplicate, stale or incomplete records are flagged for merge or cleanup, and corrections outside your approval rules sit in a review queue for the approver you named. Nothing is deleted without a person reviewing it first, and every flag references the exact record it applies to.
What stage rules can it enforce?
Whatever you define, such as a required next step, a minimum field set, or a mandatory close date before a deal can advance to the next stage. You can configure up to six workflows, each tied to a specific stage-gate rule your team already agreed on.
Does it fix data automatically or just flag it?
Both, depending on your approval rules. Corrections that fall clearly within the rules you set at intake are applied automatically; anything outside them is queued for the approver you named to review first, so nothing changes in your CRM without a person's knowledge.
How much does running it cost after launch?
Roughly $50 to $250 a month for AI model usage and hosting, on top of your existing CRM plan, paid directly in your own accounts rather than through us. Monthly maintenance is optional if you want ongoing rule changes handled for you.
How long before it's live in our CRM?
The build follows a fixed schedule that starts once your CRM access and stage rules are confirmed. The exact date is shown on this page before you buy, along with express and rush options if you need it sooner. CRM access, stage rules and required fields are due within 72 hours of ordering, and each day late moves delivery by 3 working days.
Can I change the stage rules later?
Yes, within the two rounds of changes included in the build, and afterwards through monthly maintenance if you keep it. Adding a rule after a process change is exactly what its monthly change hours are built to cover, without opening a separate project.
Which systems does it need write access to?
Up to two systems, typically your CRM and a connected marketing or billing platform, so it can flag issues and apply agreed corrections directly to the record. Access is scoped to those systems only, shared by adding our team as a user or creating a key you control, never handled by email.
Where does the funnel report show up?
In the one channel you chose at intake, such as a dashboard, Slack or email, refreshed on your schedule and broken down stage by stage so you can see exactly where deals fall out, rather than a single blended win-rate number that hides the real problem.
Stop reporting a forecast nobody trusts.
Order AI Revenue Operations Assistant and get clean data and honest funnel reporting from your own CRM, on a delivery date you see before you pay.
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