Your revenue system, built into your tools.
We configure your CRM around how your revenue system should run, then use AI to automate the manual processes between stages so your team spends less time on admin and more time on customers.
Global team and clients from:
A system without the right tools does not run.
These are the signs we see most often when a revenue system is not supported by the right tools.
Your CRM has data but your team does not trust it.
Data gets logged manually, stages are inconsistent, and no one trusts the pipeline because it only reflects what reps remember to update.
Your team spends more time on admin than on customers.
Follow ups, handoffs, and status updates are done manually. That is time your team is not spending on deals, retention, or growth.
You are forecasting on gut feel, not real data.
When your CRM is not configured to capture the right data at the right stages, your pipeline numbers are always behind and planning suffers for it.
Leads, onboarding, and renewals depend on someone remembering to act.
Without automated handoffs and triggers, critical moments in the customer journey rely on manual follow through rather than a system that runs them automatically.
This is what growth system automation fixes.
We configure your CRM to run your revenue system, automate the manual processes your team should not be managing, and make sure your data is accurate enough to plan and forecast with confidence.
Growth System Automation
We take your revenue system design and build it into your tools so it runs the way it was designed to.
CRM Configuration
We set up your CRM to reflect your revenue system. Every object, stage, field, and pipeline is built around how your business should operate, not how the tool came out of the box.
Workflow Automation
We automate the handoffs, follow ups, and triggers between stages so the right action happens at the right time without your team having to manage it manually.
AI Integration
We use AI to handle the repetitive work, lead scoring, email sequencing, meeting summaries, and data enrichment, so your team focuses on the work that moves revenue forward.
Dashboard Setup
We build the dashboards and reports your leaders need to see pipeline, performance, and revenue progress in real time, with data they can actually trust.
What working with us actually looks like.
Every Growth System Automation engagement runs through three structured phases.
Phase 1: Problem Framing
- Review your current CRM setup, data structure, and existing automations
- Identify the gaps between how your tools are configured and how your revenue system should run
- Prioritise what needs to be built, fixed, or automated first
Outcome: A clear picture of what your tools can do today and exactly what needs to change.
Phase 2: Configuration and Build
- Configure your CRM to reflect your revenue system objects, pipelines, roles, and data requirements
- Build the workflow automations that handle handoffs, follow ups, and triggers between teams
- Integrate AI tools that eliminate repetitive manual work across the revenue process
Outcome: A fully configured revenue system running inside the tools your team uses every day.
Phase 3: Reporting and Handover
- Build the dashboards and reports your leaders need to track pipeline, performance, and revenue in real time
- Test every workflow and automation to make sure it runs the way it was designed
- Hand over the system with clear documentation so your team can manage and build on it
Outcome: A system your team trusts, understands, and can run without coming back to us to fix it.
What you get with Revisory
What’s included:
- Built on tools your team already knows. We implement on HubSpot, Pipedrive, Attio, and Zoho with workflow automation via N8N and Zapier.
- The Growth Flywheel, live in your CRM. Your revenue system configured into the tools your team uses every day, not just documented in a deck.
- AI integrated where it matters. We use Claude and OpenAI to eliminate repetitive work across your revenue process.
- Documentation and workshops included. Everything we build is handed over with clear documentation and workshops so your team can run and build on it independently.
Growth System Automation
We configure your CRM, automate your revenue processes, and build the reporting your team needs to manage performance with confidence.
Monthly fee starts at:
₦3,000,000
[Client Name]
Co-founder and CEO
[Client testimonial to be added]
Let's get your revenue system running.
Speak with our team and we will walk you through what needs to be built and automated in your CRM. Or download our guide and start configuring it yourself.
Work with practitioners, not consultants.
Chinedu Ossai
Key Areas of Expertise: Revenue Growth Strategy, Operations and Execution. AI Automation.
Frequently asked questions.
What is Growth System Automation?
Growth System Automation is the process of taking your revenue system design and building it into your CRM, then using workflow automation and AI to eliminate the manual processes your team should not be managing.
The result is a system that runs consistently without relying on human memory or effort.
Which CRMs do you work with?
We configure HubSpot, Pipedrive, Attio, and Zoho. If you are on a different CRM, speak with our team and we will assess whether we can support it.
What automation tools do you use?
We build workflow automations using N8N and Zapier, and integrate AI using Claude and OpenAI to handle repetitive tasks.
Do we need to have completed Growth System Design first?
Not necessarily. If you already have a clearly defined revenue process, we can work with what you have.
However, if your process is not clearly defined, we recommend starting with Growth System Design so we are configuring a system that is built to work, not just automating a broken process.
What do we walk away with at the end?
You walk away with a fully configured CRM, live workflow automations, AI integrations, real time dashboards, and clear documentation so your team can manage and build on the system independently.
How long does a Growth System Automation engagement take?
Most engagements run between four and eight weeks depending on the complexity of your current setup and the scope of what needs to be built.
How much does Growth System Automation cost?
The investment depends on the size of your business and the scope of what needs to be built.
Talk to our team and we will assess your situation and give you a clear proposal.
How do we get started?
We will review your current CRM setup, identify what needs to be configured and automated, and recommend the right scope for your engagement.