Your CRM Should Close Deals
While You Sleep
AI-powered lead scoring, automated follow-up sequences, and pipeline automation configured for your exact B2B sales cycle — so your team focuses on relationships, not data entry.
Trusted by These Brands
Salesforce
HubSpot
GoogleMost CRMs are expensive contact databases. Yours should be a revenue engine.
The average B2B lead requires 8 follow-up touchpoints before converting. Most sales teams stop at 2. We automate the remaining 6 with AI — personalized outreach triggered by behavior, delivered in the right channel at the right time.
We configure HubSpot, Salesforce, or your existing CRM with AI-powered workflows, lead scoring models, and automated sequences so your pipeline moves forward 24/7 without manual effort.
Request a Demo →- AI lead scoring from engagement + firmographic data
- Automated multi-touch sequences (email + SMS)
- Behavioral triggers (page visits, email opens, clicks)
- Pipeline stage automation and deal routing
- CRM data hygiene and deduplication
- GA4, ad platform, and intent data integration
- Hot lead notifications for your sales reps
- Full documentation — your team owns everything
See AI CRM in Action
Watch how we build AI-powered sales automation for B2B companies.
Client Case Study
From 2 follow-up touches to 9. Close rate up 31% in 90 days.
A B2B document platform's sales team was averaging 2.1 follow-up touches per lead and responding to demo requests within 4.5 hours. Leads that didn't convert in the first week were being marked "lost" and forgotten. We built an 8-touchpoint AI sequence triggered by engagement behavior, a lead scoring model from 3 years of CRM data, and instant rep notifications for high-score leads — with full HubSpot integration in 4 weeks.
What Our Clients Say
"Our sales team used to spend 3 hours a day on manual follow-up and data entry. After MV3 built our AI workflows, that dropped to 20 minutes. The reps spend their time on actual selling now, and our pipeline velocity increased by 40%."
"The lead scoring model was worth the entire engagement on its own. We finally know which leads are actually worth our time. Reps no longer chase low-fit leads — they get a hot-lead notification and call within 8 minutes. Close rate went up immediately."
"We'd been told our CRM 'couldn't do' the kind of automation we wanted. MV3 proved that wrong and built it in HubSpot in 4 weeks. The handoff documentation meant our team could take over and extend it ourselves. Zero dependency on an ongoing agency."
Configured CRM vs. Default CRM
Out-of-the-box CRM is a database. AI-configured CRM is a revenue engine.
The Team Behind Your Results
Senior specialists — not account coordinators. Every engagement is led by experts with 10+ years managing campaigns for B2B SaaS and tech companies.
What We Build
AI Lead Scoring
A scoring model built on your historical closed-won data — combining firmographic fit with engagement behavior to rank every lead automatically.
Automated Follow-Up
Multi-channel sequences (email + SMS) triggered by behavior — demo no-shows, pricing page visits, form fills — with AI-personalized copy at each touchpoint.
Pipeline Automation
Stage-based workflows that automatically assign tasks, notify reps, update deal properties, and send next-step emails based on pipeline movement.
Stack Integration
We connect your CRM to GA4, ad platforms, intent data providers, and marketing automation for a unified revenue data layer.
Data Hygiene
Deduplication, normalization, and enrichment using Apollo, Clearbit, or ZoomInfo — so your AI has clean data to score against.
Full Documentation
Every workflow and sequence documented with flow diagrams. Your team can manage, edit, and extend everything without depending on an agency.
Frequently Asked Questions
The Automation Stack Behind Your Pipeline
Four live n8n workflows running on every client account — scoring leads, triggering sequences, and keeping CRM data clean automatically. Hover each node to see what it does.
Fires the moment a new contact is created in HubSpot or Salesforce — no manual step required.
Adds job title, company size, industry, LinkedIn URL, and direct dial from Apollo database.
Adds company revenue, headcount, tech stack, funding stage, and Alexa rank for firmographic scoring.
Scores 0-100 using a model trained on 3 years of closed-won data — firmographic fit + behavioral signals combined.
Writes the score and tier (Hot/Warm/Cold) back to the CRM contact record in real time.
Routes leads scoring 80+ to immediate rep notification — below 80 enters the standard nurture sequence.
Sends Slack message with lead score, company details, and ICP fit summary — avg rep response under 8 min.
Creates a high-priority CRM task and moves the contact to the top of the rep's follow-up queue.
Fires when a booked demo is missed — this is one of the highest-intent signals in B2B sales.
GA4 event fires when a contact visits the pricing page — strong buying signal requiring fast follow-up.
Any inbound form fill triggers the sequence — contact intent is matched to the specific form submitted.
Maps trigger type to sequence template — no-show gets reschedule sequence, pricing visit gets ROI-focused sequence.
Rewrites the template using the contact company name, industry, and specific behavior that triggered the sequence.
Sends personalized emails at optimized intervals — day 1, 3, 5, 8, 12, 16, 21, 28.
Used sparingly at high-intent moments — confirms meetings, sends reminders, resurfaces dead deals.
Automatically advances the deal stage when the contact replies, clicks, or books a meeting.
Fires whenever a deal moves to a new pipeline stage — replaces manual rep actions entirely.
Routes to different action sets based on which stage was entered: MQL, SQL, Demo Booked, Proposal, Negotiation, Closed.
Creates stage-specific tasks for the rep with due dates and instructions — eliminates dropped balls.
Sends the appropriate next-step email to the contact — meeting confirmation, proposal link, or follow-up.
Updates stage date, days-in-stage, and deal owner fields automatically for accurate pipeline reporting.
Posts deal name, company, stage, and value to the pipeline channel — keeps team aligned without status calls.
Logs every stage change with timestamp, rep, and deal value — full history for revenue forecasting.
Runs at 2am when CRM load is lowest — keeps data clean without impacting rep workflows during the day.
Pulls contacts missing enrichment data or last touched more than 90 days ago — prioritizes by lead score.
Refreshes job title, company size, and direct contact info — Apollo data is updated weekly.
Updates revenue band, funding stage, tech stack, and employee count from Clearbit's company database.
Merges duplicate contacts by email and company domain — preserves activity history from both records.
Standardizes company names, industry labels, and country codes so filters and segments work reliably.
Pushes all enriched and normalized fields back to HubSpot or Salesforce — zero manual data entry.
