The enemy isn't AI.It's wasted human potential.
If your CRM isn't producing results, we'll turn it into an AI-powered revenue system, so your people spend their time on customers instead of data entry.
Book a CRM and AI assessment A 30-minute video call for owners and revenue leaders at small and mid-sized businesses. Call (855) 502-7669Not ready to book? Take the 2-minute CRM check
- 5,000+organizations helped
- 500+custom CRM builds
- 15 yearsin CRM and ERP
Here's what changes about your week.
Routine work moves to the system. Conversations and decisions stay with your people.
- Log the call
- Update the deal stage
- Talk to the customer
- Send the follow-up
- Merge the duplicates
- Build the Monday report
- Close the deal
Who we help.
You paid for a CRM. Your team still works around it.
Most CRMs fail for ordinary reasons. The good news is that ordinary problems can be fixed.
- New leads wait too longNobody owns the follow-up, so good prospects go quiet.
- Nobody trusts the dataDuplicates and missing fields make every report a debate.
- Sales and finance don't connectYour CRM and ERP tell different stories about the same customer.
- Good people do clerical workYour sellers spend their day updating records instead of selling.
AI agents take the busywork. Your people keep the judgment.
We fix the system first, then connect agents to it. Each one has a clear job and a clear handoff to a person.
What it doesScans the market each week for signs a company is ready to buy.
What your team doesStarts the conversation while the need is still open.
What it doesAdds accepted LinkedIn connections to your CRM.
What your team doesBuilds the relationship instead of copying contact details.
What it doesWatches buyer signals in your CRM and flags who to contact next.
What your team doesMakes the call that matters most today.
What it doesPulls out decisions and action items, and can update your CRM.
What your team doesStays present in the meeting and acts on what was agreed.
Our agents are built by our parent company, ElevAIT IQ. We build the systems they run on. See all AI agents
We work with the CRM and ERP you already have.
We also work with Monday.com, Pipedrive and Business Central. Not sure your platform is right? We'll tell you honestly.
Prefer a monthly plan?
Revenue OS gives you verified leads, outreach and pipeline management as one service, from $300 a month with no setup fees.
Software that keeps the system moving
Finds and verifies prospects.- OutreachCoPilotAutomates LinkedIn outreach.
Answers calls and books appointments.
Tracks who watched your videos.
Technology should elevate people, not replace them.
That's the test we use for every system we build. If it doesn't give your people better work, it isn't finished.Experience you can check.
We're a Salesforce, HubSpot and Zoho certified company.
You may know us by this badge. Same New York team, new look.
Multi-location retail: every inquiry gets an owner
Evening and weekend inquiries wait, and one buyer can exist three times. We'd capture answers once, check for an existing record, route to the right location and flag overdue follow-up. People approve record merges.
See a build like thisYou'll see the plan before you commit
We'll show you what we found, what it costs and what comes first. If your platform isn't the right one, we'll tell you.
Book a CRM and AI assessmentHow we get your CRM working.
You'll know what we found, what it costs and what comes first before you commit to a project.
Assess
We review your CRM, data, process and goals, then show you what to fix first.Fix the foundation
We clean the data, repair the process and connect your CRM and ERP.Add automation and agents
We hand routine work to the system, with clear rules and human checks.Keep improving
We train your team, measure what changes and adjust as you grow.
Not ready to book? Check your CRM first.
Five questions, about two minutes. You'll see your result right away, with no email needed.
Questions we hear first.
What happens on the call?
It's a 30-minute video call. Bring your current setup, and you'll leave with a clear list of what to fix first.
Do we have to switch CRMs?
Usually not. We work with Zoho, Salesforce, HubSpot, NetSuite, GoHighLevel, Monday.com, Pipedrive and Business Central. If your platform isn't the right one, we'll tell you.
How much does the work cost?
Custom development is $85 per hour for Zoho and $110 per hour for Salesforce. Monthly support starts at $350 for HubSpot and $750 for NetSuite. Larger projects are scoped after discovery.
How long does a project take?
Plan for 2 to 6 weeks for Zoho CRM, and 4 to 8 weeks for one HubSpot Hub or a smaller Salesforce team. Larger rollouts take 2 to 6 months. Your written scope confirms the timeline.
Will AI replace my team?
No. Agents take routine work like logging and follow-up reminders, with clear rules and human checks. Your people keep the conversations and the decisions.
Who builds the AI agents?
Our parent company, ElevAIT IQ, builds the agents. We build the CRM and ERP systems they run on.
Find out what your CRM should be doing for you.
Bring your current setup to a 30-minute video call. You'll leave with a clear list of what to fix first.
Book a CRM and AI assessment