Convert — Revenue Operations
Revenue Operations, Automated.
One system that captures leads, follows up instantly, books appointments, and tracks every deal — without the chaos.
What RevOps Means Here
The infrastructure that ensures every opportunity is tracked, nurtured, and converted — automatically.
Capture Demand
Every call, form, and conversation flows into one system. No leads lost to voicemail, spreadsheets, or disconnected tools.
Convert Demand
Automated follow-up, instant booking, and structured pipelines turn interest into appointments and appointments into closed deals.
Prove Performance
Real-time reporting shows exactly where leads come from, how they move, and what converts — so you can double down on what works.
The RevOps Flywheel
Hover or tap each stage to see the automation, data, and outcome at every step.
Automation
Auto-create contact, tag source, assign to pipeline
Data Logged
Contact record, source attribution, timestamp
Outcome
Zero manual entry, instant capture
RevOps in Action
Watch how common scenarios trigger automatic workflows.
Missed call detected from (555) 123-4567
12:58 PMContact created: New Lead — Source: Phone
12:58 PMTag applied: Missed Call, Hot Lead
12:58 PMSMS sent: 'Sorry we missed you! How can we help?'
12:58 PMFollow-up task created for team
12:58 PMLead added to Missed Call Recovery sequence
12:58 PMComplete Capability Set
Everything you need to capture, convert, and retain — in one infrastructure.
Your single source of truth for every contact, deal, and interaction.
- Unlimited contacts with full history and notes
- Custom pipelines for different services or teams
- Deal tracking with stage-based automation
- Custom fields and tags for segmentation
Every conversation — SMS, email, web chat, social — in one thread.
- Two-way messaging across channels
- Auto-routing to team members or AI
- Templates, snippets, and quick replies
- Conversation history tied to contact records
Trigger-based workflows that fire the right action at the right moment.
- Visual workflow builder with branching logic
- Pre-built sequences for common scenarios
- Conditional follow-up across channels
- Internal task creation and assignment
Real-time booking with calendar sync and reminders.
- Round-robin and pooled availability
- Confirmation + reminder sequences
- Reschedule and cancellation links
- Time zone aware booking pages
Convert traffic with funnels designed for service-based businesses.
- Drag-and-drop page builder
- A/B testing built in
- Lead capture tied to pipelines
- Fast, mobile-first templates
Capture and qualify with forms, surveys, and contracts.
- Conditional logic and scoring
- Embeddable and standalone forms
- Legally-binding e-signature
- Auto-create deals from submissions
Bill, collect, and reconcile in one place.
- One-time and recurring invoices
- Stripe and bank integrations
- Auto-dunning for failed charges
- Subscription and plan management
Earn and showcase reviews automatically.
- Post-job review requests
- Multi-platform routing (Google, Facebook)
- Negative feedback gating
- Reputation widgets for your site
Know what's working — by source, channel, and team.
- Real-time dashboards by role
- Source and campaign attribution
- Pipeline velocity and forecasting
- Custom reports and exports
Connect to the rest of your stack via API and native integrations.
- Webhooks and REST API access
- Zapier and native CRM bridges
- Custom field mapping
- Enterprise SSO available
Business Impact
Operational improvements that translate to revenue.
Lead Leakage
Reduced through automated capture and follow-up
Speed-to-Lead
Shortened from hours to seconds with instant response
Show Rate
Improved with automated confirmations and reminders
Tool Consolidation
One system replaces scattered point solutions
How RevOps Connects to the Platform
AVA captures. RevOps converts. Operations completes. One infrastructure, end to end.
Capture
AVA (Voice AI)
Answers calls, qualifies leads, books appointments — before they even enter your pipeline.
Explore AVA →Convert
RevOps (CONVERT)
Automates follow-up, tracks deals, and ensures nothing slips between capture and close.
Complete
Operations Suite (COMPLETE)
Handles delivery, dispatch, inventory, and logistics — from close to completion.
Explore Operations →Integrates with your stack.
Works with the tools your team already runs on — CRM, scheduling, accounting, and automation.
Implementation Timeline
From kickoff to full operation in weeks, not months.
Week 1–2
Foundation
Pipeline setup, core automations, CRM configuration, and initial workflows activated.
Week 3–4
Optimization
Sequences refined, reporting dashboards configured, team training completed.
Week 5–6
Advanced
Custom workflows, integrations with existing tools, advanced automations deployed as needed.
Common Questions
No. Implementation is phased. We start with core pipelines and automations, then layer in additional capabilities as your team is ready. You can run parallel systems during transition if needed.
Yes. We map workflows to how your team already operates, then automate the gaps. You keep what works and replace what doesn't.
Every lead is auto-captured, tagged, and assigned the moment it lands. Sequences fire instantly, and any inactivity triggers escalations to a human.
In most cases yes. We integrate with major calendars and telephony providers, or you can adopt the unified inbox for everything in one place.
Pipelines, automations, and reporting can be scoped per location, team, or service line, with role-based access control across the org.
Stop Losing Revenue
to Process Gaps.
Every missed follow-up, every lost lead, every manual task — it adds up. Let the infrastructure handle it.