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Phased rollout

Sales & RevOps teams

Sales & Customer Intelligence

Turns the data already in your ERP and CRM into prospecting signals, churn risk and CSAT-aligned engagement.

Sales / CRMSalesCRMMachine learningRetention

An intelligence layer that plugs into existing ERPs and CRMs to surface the next best prospects, flag accounts at risk of churning, and steer customer engagement around real satisfaction signals, without replacing the systems teams already use.

The signals to sell more and churn less already sit in your ERP and CRM. This puts them to work instead of leaving them to sit there.

The challenge

The data needed to sell more and keep customers already sits in the ERP and CRM, but it is static. Reps do not know who to prospect next, churn surfaces too late to act on, and outreach is rarely tied to how satisfied a customer actually is.

What we built

  • Connects to existing ERP and CRM systems instead of replacing them.
  • Surfaces sales-prospecting signals from account and transaction data.
  • Predicts which customers are at risk of churning, early enough to act.
  • Aligns customer engagement with CSAT so outreach matches real satisfaction.

How it works

  1. 1

    Connect the existing ERP and CRM.

  2. 2

    Models score prospects and churn risk from the data.

  3. 3

    Reps get prioritised actions and at-risk alerts.

Key capabilities

ERP/CRM prospecting

Surfaces the next best prospects from data already in your systems.

Churn prediction

Flags accounts at risk before they leave.

CSAT-aligned engagement

Ties outreach to real customer-satisfaction signals.

Works in your stack

Plugs into existing ERP and CRM tools, no rip-and-replace.

The payoff

  • Reps get a next-best-prospect list from data you already own.
  • At-risk accounts surface early enough to save.
  • Engagement follows real satisfaction, not guesswork.

Built with

ERP / CRM integrationML modelsAgentic workflow

Building something similar?

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