01
What's broken
- Interested buyers wait hours for a response
- Duplicates and missing owners hide real deals
- Pipeline reviews start with "let me check"
All services
Sales and CRM system
Every reply handled, every deal recorded, and a CRM your team finally trusts.
Where it sits on your revenue line
- Marketing
- Leads
- SalesCovered
- PipelineCovered
- Revenue
- Retention
- Built once, yours to keepA one-time build that keeps running after handover.
- Accounts in your nameDomains, inboxes, CRM records and copy stay yours.
- A person approvesEvery template, and every message for 30 days.
- 30-day handoverYour team can run the system without us.
01 / 08Who it's for
Built for teams starting from one of three places.
Starting point 1
Replies pile up
Interested buyers, out-of-office notes and unsubscribes land in the same inbox, and nobody owns it.
Starting point 2
A CRM nobody trusts
Duplicates, missing owners and old stages. Reps keep their own notes instead.
Starting point 3
Leads without a route
Leads arrive from forms, outbound and referrals, and who picks them up depends on who notices.
One system. Every team sees the difference.
Pick a team to see what changes for them.
For sales
Interested buyers reach your closer with the conversation and context attached.
02 / 08Why it stalls
Replies wait in an inbox, and the CRM drifts.
Every unanswered reply is a meeting your closer never saw, and every forecast rests on numbers nobody trusts.
02
How it feels day to day
Reps double-handle leads, buyers wait for answers, and every forecast meeting starts with fixing the data.
03
Why it's wrong
Sorting replies and updating records is rule-based work. Your team should be selling, not filing.
The usual fix
The CRM clean-up project. A one-off spring clean that looks good for a month, then drifts back because nothing keeps it current.
03 / 08How we build it
Four steps, built in your accounts.
- 1
Clean the CRM
Resolve duplicates and missing owners, and agree the pipeline fields your team will trust.
- 2
Classify every reply
Replies are sorted as they arrive. Pricing, complaints, legal terms and unsubscribes go straight to a person.
- 3
Route and record
Interested buyers reach your closer with context, and every conversation is logged with a next step.
- 4
Keep it current
Records update automatically as activity happens, so reviews start from facts.
What you keep
Everything is built in your own accounts and documented, so it keeps working after we hand over.
Deliverables
- Reply triage that routes interested buyers to your closer
- Lead qualification against your ICP
- CRM clean-up: duplicates, owners and trusted pipeline fields
- Lead routing and automatic record updates
Where you decide
A person handles sensitive replies. Your team owns every sales decision.
After handover
Replies are sorted and CRM records stay current, automatically.
04 / 08See it run
Every reply sorted, and routed to the right place.
Agents read and classify each reply as it arrives. Anything sensitive goes to a person, never to an automated answer.
Agent repeatable workPerson a person decides
Illustrative example. Names and details are invented.
Replies todaySorting as they arrive
"Yes, can we talk Thursday?"
Sent to your closer with the thread and account notes.
InterestedAgent"What would this cost us?"
Goes straight to a person.
Pricing questionPerson"Back on Monday."
Follow-up moved to the return date.
Out of officeAgent"Not me, try Sam in ops."
New contact created and linked to the account.
ReferralAgent"Please remove me."
A person confirms, and the contact is suppressed.
UnsubscribePerson"We're locked in until next year."
Logged with a date to revisit.
Not nowAgent
05 / 08The tools behind it
Wired into the tools you already use.
Every reply is classified, routed to the right person and recorded in your CRM.
Comes in from
- InInstantlyReplies
Built by Rivet, owned by you
- MkMakeRouting
- CdClaudeReply triage
Lands in
- HsHubSpotCRM
- PdPipedriveCRM
- SlSlackCloser alerts
06 / 08What we promise in writing
Six commitments, in writing before we start.
Every engagement runs on the same promises. They're in the scope you sign, not on a sales slide.
Scope of work
Our commitments to you
- A fixed scope, agreed before any work begins
- Everything built in accounts in your name
- No new template goes live without your approval
- A person handles every sensitive reply
- A weekly report from a named operator
- An honest answer if we're not the right fit
Your signature
RivetFor Rivet
- Handover overlap while your team takes over
- 30 days
- Domain warm-up before any sending volume
- 2–4 wks
- Approval gates before anything reaches a buyer
- 4
- Accounts held in our name
- 0
07 / 08What changes
What it costs to leave it, and what you run on instead.
The left side is what we see most often when nobody owns this part of the revenue line. The right side is what we hand over.
If nothing changes
- Hot replies go coldA buyer who said yes waits hours, then books with someone else.
- Sensitive replies get the wrong answerPricing, complaints and legal terms get handled without a person seeing them.
- Duplicates hide dealsTwo records for one account split the history, and nobody sees the full picture.
- Leads sit without an ownerNobody picks them up until someone stumbles on them.
- Forecasts become guessesWhen fields are stale, every number in the pipeline review needs checking.
- Reps keep side spreadsheetsIf the CRM slows them down, they work around it, and the data gets worse.
After handover
- Every reply sortedReplies are classified as they arrive, and interested buyers reach your closer.
- A person on sensitive repliesPricing, complaints, legal terms and unsubscribes always go to a person.
- One record per accountDuplicates resolved, with rules in place so new ones don't build up.
- Every lead has an ownerRouting rules assign leads the moment they arrive.
- Records that update themselvesActivity, stage and next step update as the work happens.
- Reviews that start from factsPipeline fields your team agreed on, kept current without chasing.
08 / 08Case studies
Built and running.
See all case studiesQuestions about sales and CRM system
Can't find yours? Bring it to the review.
Mostly HubSpot and Pipedrive. If you use something else, we'll tell you on the review whether we can build in it.
We clean up and automate the CRM you have. If a move is genuinely needed, we'll say so and scope it separately.
Pricing, complaints, legal terms, unsubscribes and anything the classifier isn't sure about.
Less than they do now. Records update automatically, so there's less to log by hand. We walk your team through it before handover.
Replies keep being sorted and records stay current. Your team owns every sales decision.
Get a written map before anyone touches a record.
In 30 minutes we map where this part of your revenue line breaks and tell you honestly whether we're the right fit.
Book a 30-minute review