CRM Integration & Automation for Revenue Teams
GTM.bot partners with B2B organizations to transform their CRM from a static database into a dynamic, AI-powered revenue engine. We don't just connect your tools—we design and implement custom CRM workflows, automations, and enrichment pipelines that fit your unique sales process, data needs, and go-to-market strategy.
Our consultants work alongside your team to identify data gaps, streamline manual processes, and ensure your CRM becomes a single source of truth. Every solution is bespoke, leveraging advanced AI and automation to drive cleaner data, faster handoffs, and actionable insights that fuel growth.
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Our CRM Consulting & Automation Services
Data Enrichment
Automatically enrich your CRM data with verified contact information, company details, and social profiles.
We build enrichment pipelines that automatically pull, validate, and update contact and account data from trusted sources—ensuring your CRM is always accurate, complete, and actionable. Our approach is tailored to your ICP, vertical, and sales process, so your team can prioritize the right accounts and personalize every touchpoint.
No more manual research or stale records—just clean, enriched data that drives better outcomes.
Workflow Automation
Streamline your sales processes with intelligent automation that adapts to your team's unique workflow.
GTM.bot designs and implements automations that eliminate manual data entry, accelerate lead routing, and ensure every opportunity is followed up on. We map your unique processes, integrate with your tech stack, and provide transparency through robust reporting and dashboards.
Our solutions are built for your business—not generic workflows, but custom automations that scale with your growth.
AI-Powered Insights
Get actionable insights from your CRM data to identify opportunities and optimize your sales strategy.
Unlock actionable insights from your CRM data. Our team leverages advanced analytics and AI models to surface trends, identify opportunities, and provide your leaders with the intelligence needed to make smarter decisions, faster.
We don't just deliver dashboards—we help you interpret the data, act on it, and continuously improve your revenue operations.
Projects: CRM Solutions in Action
Multi-Step Contract Intelligence & RAG Platform
We built an AI-powered contract analysis platform that lets business users ask complex, multi-part questions about their customer contracts using plain English. By combining OpenAI reasoning, dynamic tool routing, and a fully managed retrieval pipeline, the platform analyzes contracts and tabular data at scale — no SQL or data science required. Users upload new documents or CSVs, instantly create embeddings and database tables, and run queries that chain up to 15 backend actions — all through a simple React interface. The result: contract intelligence and analytics delivered in minutes, not weeks, without hiring a team of analysts.
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B2B Sales Automation & AI Enrichment Platform
We developed a custom sales enrichment and automation platform that delivers advanced prospect research, messaging, and workflow integration at a fraction of the cost of legacy tools. By unifying data from LinkedIn, Apollo, CRM, and other sources, and layering in a custom-trained LLM for high-converting outbound messaging, we empowered revenue teams to identify and engage the right prospects -- without paying for bloated SaaS licenses.
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Scoring Sales Calls at Scale With AI
We developed an AI-powered call scoring and coaching tool that enables sales managers to automatically evaluate every rep call, identify coaching opportunities, and track performance over time. Integrated with Gong, the system analyzes calls in real time using custom AI models trained on client-specific context and call rubrics. The result is faster, smarter feedback loops and scalable sales performance management.
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AI Sales Enrichment Extension for Outreach & Salesforce
We built a custom AI-powered sales enrichment extension for Outreach and Salesforce, delivering instant, 1-click prospect enrichment directly inside the rep’s workflow. By mapping enriched data into the exact fields needed with no extra apps or exports. Revenue teams get all the benefits of advanced data enrichment and AI-driven research, with zero friction.
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Revenue Operations & Outbound Sales Playbook
We designed and built a full revenue operations function and outbound sales playbook for a B2B SaaS company, including end-to-end process optimization, KPI reporting, and scalable outbound prospecting. The engagement delivered a sustainable pipeline and high-velocity sales motion, all while meeting strict performance targets.
View ProjectReady to transform your CRM into a revenue engine?
Connect with GTM.bot's CRM experts to explore how bespoke integrations and automations can drive cleaner data, faster sales cycles, and smarter decisions. Every engagement starts with a discovery session—no generic demos, just actionable insights tailored to your business.