Revenue Operations
AI Sales Intelligence Dashboard
Brings pipeline, activity and win-rate insights into one natural-language dashboard.
Revenue Operations
AI Revenue Intelligence
Connects marketing, sales and customer data into one system that explains where revenue is won and lost.
When marketing, sales and customer success each run their own systems, nobody can see an account's full journey or say where revenue is really won and lost. This Growth System connects that data at the account level, traces wins and losses back to source, stage and owner, and gives the whole revenue team one shared set of reports to work from.
- Marketing, sales and customer data joined at the account level
- Wins and losses traced back to source, stage and owner
- One shared set of revenue reports for every team
$7,900
20–30 working days
Optional maintenance $395/mo
What it is
AI Revenue Intelligence connects marketing, sales and customer data across your funnel, tracks accounts from first touch to renewal, and explains where revenue is actually won and lost, not just where the pipeline sits today. Leadership, marketing and sales then work from one shared set of reports.
Why businesses buy it
Without a joined-up view, each team defends its own numbers. Marketing reports leads, sales reports pipeline, customer success reports retention, and leadership cannot see which investments actually produce revenue. This system connects up to four tools into one picture, from first touch to renewal, so budget and effort go where they work. Teams align on one KPI set instead of arguing. The systems, KPIs and process owners are agreed in writing before you order, so a build of this size stays predictable from start to finish.
Problems this solves
Marketing, sales and customer success each report different numbers
Data from up to four systems is joined across your funnel, so every team works from one shared set of reports. Leadership stops reconciling competing versions of the same quarter.
Nobody can trace an account from first touch to renewal
The system follows each account from first touch through to renewal, across marketing, sales and customer data. You can see which steps actually led to revenue.
Pipeline reports show what is open, not why revenue was lost
Reports explain where revenue is won and lost across the funnel, not just where today's pipeline sits. Up to ten connected workflows keep that picture current.
A good fit if
You run marketing, sales and customer success in separate systems, and no single report shows an account's full journey from first touch to renewal.
You have already outgrown a single scoring or dashboard tool and need territory, pipeline, call and renewal signals connected in one system.
You have a process owner for each area, marketing, sales and customer success, who can confirm what their data actually means.
You want one KPI set the whole revenue team reports against, instead of each function defending its own version of the numbers.
Not the right fit if
You only need one piece of this, such as lead scoring or a pipeline dashboard, not the full connected system. See AI Customer Scoring or AI Sales Intelligence Dashboard.
You only need deal risk flagged, or plain-language questions answered over pipeline data. See AI Pipeline Intelligence or AI Sales Intelligence Dashboard, the earlier steps.
Your CRM data is not yet clean enough to trust across three connected systems. See AI Revenue Operations Assistant first.
You need this multi-part depth applied to SEO and content instead of revenue data. See AI SEO System.
Your budget or scope is smaller than a four-system build. Start with AI Territory Intelligence or AI Sales Call Analysis and add pieces later.
How it works
- We connect up to four systems across marketing, sales and customer success, each with the KPIs and process owner you name for that area.
- Accounts are tracked end to end: the channel that first brought them in, how they moved through the pipeline, and what happened after they closed.
- Revenue is attributed back to its real source, so you can see which channels, segments or reps actually produced closed-won revenue, not just activity.
- Loss and churn patterns are analyzed across the full funnel, connecting a lost deal or a churned account back to the signals that preceded it.
- Findings appear across up to two channels, in a dashboard or recurring report plus up to ten connected workflows, refreshed on the schedule you set.
- We run eighty end-to-end test scenarios against your own historical data before handoff, across two recorded sixty-minute sessions covering the full system.
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.
- Everything listed for each connected system: admin or API access to your marketing, sales and customer success platforms.
- A process owner for each area, who can confirm what the data from that system actually means.
- The KPIs the whole revenue team should track, agreed across marketing, sales and customer success.
- One approver for the whole system, who signs off on the connected workflows before launch.
- 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 approve the final build before it goes live.
- 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, process owners and shared KPIs confirmed.
Weeks 1–2
Four systems connected and attribution logic built.
Week 3
Loss and churn pattern analysis configured across the funnel.
Weeks 3–4
80 end-to-end test scenarios run against your historical data.
Week 4
Your review and three rounds of changes.
Go-live
Live, two recorded handoff sessions, support starts.
| Option | Delivery time | Price |
|---|---|---|
| Standard | 20–30 working days | $7,900 |
| Express | 15–25 working days | $8,900 |
| Rush | 10–20 working days | $9,900 |
What you receive at handover
- AI Revenue Intelligence configured across up to four systems and two channels
- Up to ten connected workflows feeding one shared set of revenue reports
- A test report covering 80 end-to-end scenarios
- An admin guide and two recorded 60-minute handoff sessions
- 45 days of post-launch support
Expected benefits and how to measure them
- Helps leadership, marketing and sales agree on the numbers
- Can show which channels and stages actually produce revenue
- Makes budget decisions easier to justify
- Time spent reconciling reports
- Ask operations and finance to log reconciliation hours for a month before launch and a month after.
- Closed deals with a traceable source
- Count closed deals with a known first-touch source in the quarter before launch and the quarter after.
- Revenue lost by stage
- Compare the stages where deals were lost, quarter on quarter, using the shared report.
Before you start: Record how many separate reports leadership relies on today. Count how many recent closed deals have a known source.
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 connected system costs roughly $100 to $500 a month across the connected tools and AI usage, more than a single-agent build because it spans up to four systems.
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 connected system accurate as your teams change. It covers monitoring, fixes, model and platform updates, a monthly health report and monthly change hours across the connected system. It starts after the forty-five days of support and can be cancelled any month.
$395/mo (5% of the build price a month, includes 3 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 revenue intelligence platform charges a large annual contract per seat | A RevOps agency quotes a multi-month engagement after discovery | Ours is one fixed price, shown before you buy |
| Scope | A revenue intelligence platform still needs your team to wire up the connections | An agency agrees scope during the project, often expanding it | Ours is written on the Scope Card before purchase |
| Delivery | A revenue intelligence platform can take months to configure fully | An agency multi-system build usually runs several months | Ours has a fixed delivery time shown before you buy, with faster options |
| Attribution | A revenue intelligence platform gives generic multi-touch models | An agency build depends on what was agreed | Ours attributes revenue using the KPIs your team actually agreed on |
| Systems connected | A revenue intelligence platform charges per additional connector | An agency build depends on what was agreed | Ours connects up to four systems as part of the price |
Questions about this product
How is this different from the individual sales agents in your catalog?
It connects up to four systems across marketing, sales and customer success into one attribution and reporting system, instead of one workflow in one area. If you only need lead scoring or a pipeline dashboard, a single agent such as AI Customer Scoring is a smaller starting point.
Do we need all three functions, marketing, sales and success, on board?
Yes. Each connected system needs a process owner who can confirm what its data means, because the attribution only works when marketing, sales and customer success data are read consistently. We confirm all three owners during intake before the build starts.
How much does the connected system cost to run?
Roughly $100 to $500 a month across the connected tools and AI usage, higher than a single agent because it spans up to four systems, paid directly in your own accounts. Monthly maintenance is optional if you want ongoing changes across the system handled for you.
How long does a build this size take?
A build this size still follows a fixed schedule that starts once your systems, KPIs and process owners are confirmed. The exact date is shown on this page before you buy, along with express and rush options if you need it sooner. System access, agreed KPIs and named process owners are due within 72 hours of ordering, and each day late moves delivery by 3 working days.
How is a Growth System tested differently from a single agent?
Eighty end-to-end test scenarios, against three months of history spanning all four connected systems, compared with fifty scenarios for a single agent. You also get two recorded sixty-minute handoff sessions instead of one, because there is more system to walk through.
Can we change the KPIs later?
Yes, within the three rounds of changes included in the build, and afterwards through monthly maintenance if you keep it. Adjusting the shared KPI set after a strategy change is exactly what its monthly change hours are built for, without opening a new project.
What happens if one of the four systems changes later?
Swapping a connected system, such as moving CRMs, is treated as a Change Quote rather than covered under the original scope, since it touches the attribution logic across the rest of the build. We quote that separately of your request.
Who owns the data and the logic once it's built?
You do. The workflows, attribution logic and connections run in your own accounts once delivered, and we do not hold your data after the two handoff sessions, beyond what ongoing maintenance requires if your team chooses to keep it in place afterward.
See your whole funnel, not just one slice of it.
Order AI Revenue Intelligence and get marketing, sales and customer data connected in one system that explains your revenue, on a delivery date you see before you pay.
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