Sales Operations & Revenue Automation

Automate Your Entire
Sales Operations

From merchant onboarding to deal desk approvals, proposal generation to renewal management. Automate the workflows that slow down your revenue team.

75%
Faster Onboarding
Merchant activation time
60%
Quote Cycle Reduction
From request to delivery
40%
More Pipeline
Increase in qualified deals
3x
Partner Growth
Faster partner scaling

Sound Familiar?

Merchant onboarding takes weeks instead of days

Lost revenue and frustrated merchants

Deal approvals stuck in email chains

Deals slip to next quarter

Proposals are copy-paste nightmares

Inconsistent pricing and errors

End-to-End Sales Process Automation

Automate complete workflows, not just individual tasks

Lead to Opportunity

Lead capture
Qualification
Enrichment
Assignment
Opportunity creation

Quote to Cash

Quote creation
Approval
Contract
Order
Invoice
Collection

Merchant Lifecycle

Application
KYC/KYB
Underwriting
Activation
Monitoring
Support

Partner Enablement

Recruitment
Qualification
Onboarding
Training
Certification
Launch
Sales Automation Use Cases

Automate Every Sales Workflow

From merchant acquisition to partner enablement, we automate the processes that drive revenue

75% faster onboarding

Merchant Onboarding

Automate the entire merchant onboarding process from application to activation.

  • Application intake and validation
  • KYC/KYB document collection
  • Credit assessment workflows
  • Agreement generation and e-signature
  • Account setup automation
  • Welcome kit and training assignment
3x more partners

Partner & Reseller Onboarding

Streamline partner recruitment, qualification, and enablement workflows.

  • Partner application processing
  • Tiering and qualification criteria
  • Contract and agreement automation
  • Portal access provisioning
  • Training and certification tracking
  • Commission structure setup
60% faster quotes

Proposal & Quote Management

Generate winning proposals faster with AI-assisted content and automated approvals.

  • Proposal template library
  • Dynamic pricing and discounting
  • Approval workflow automation
  • Version control and tracking
  • E-signature integration
  • Win/loss analysis
50% faster approvals

Deal Desk Automation

Accelerate complex deal approvals with intelligent routing and automated reviews.

  • Deal structure validation
  • Multi-level approval routing
  • Discount and term exceptions
  • Legal and finance review
  • Deal scoring and prioritization
  • Audit trail and compliance
Zero manual errors

Order & Contract Processing

Automate order entry, contract execution, and handoff to fulfillment.

  • Order validation and entry
  • Contract generation
  • Terms and conditions management
  • Revenue recognition triggers
  • Fulfillment handoff automation
  • Billing setup and invoicing
25% higher retention

Renewal & Expansion Management

Proactively manage renewals and identify expansion opportunities.

  • Renewal timeline tracking
  • Health score monitoring
  • Upsell/cross-sell identification
  • Renewal proposal automation
  • Churn risk prediction
  • Expansion playbooks
Featured Workflow

Merchant Onboarding in Days, Not Weeks

Transform your merchant acquisition process with automated KYC/KYB, intelligent document collection, and seamless activation workflows.

1

Application Intake

Smart forms capture all required information upfront

2

Document Collection

AI identifies and validates KYC/KYB documents automatically

3

Risk Assessment

Automated credit checks and underwriting rules

4

Agreement Execution

Dynamic contracts with e-signature integration

5

Account Activation

Automated provisioning and welcome sequences

Merchant Onboarding Pipeline

Live
Acme Coffee RoastersIn Progress
Document Review
Urban Fitness StudioIn Progress
Underwriting
Fresh Bake Co.Pending Signature
Agreement Signing
Tech Gadgets Inc.Complete
Activated

Connects With Your Sales Stack

Seamless integration with the tools your sales team already uses

Salesforce
CRM
HubSpot
CRM
Pipedrive
CRM
DocuSign
E-Signature
PandaDoc
Proposals
Stripe
Payments
QuickBooks
Accounting
Xero
Accounting
Slack
Communication
Zoom
Meetings
Gong
Revenue Intelligence
Clari
Forecasting

Ready to Accelerate Your Sales Operations?

Join sales teams who have automated merchant onboarding, deal desk approvals, and proposal generation.

Ready to Transform Your Document Operations?

Join enterprise leaders already revolutionizing their document management, compliance, and business processes with AI.

Free waitlist with early access
Priority access available (refundable)
Dedicated onboarding support
60-day money-back guarantee