Pipeline that stays current. Deals that don't go cold
Revenue ops teams use Marcus to keep the CRM clean, follow up on stalled deals, and run outreach sequences from real accounts.
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Marcus
Revenue Ops
Manages outreach sequences, CRM hygiene, and stalled deal follow-ups. Your pipeline stays current without manual data entry.
Sofia
Customer Ops
Handles client onboarding, renewal tracking, and support thread triage on a defined schedule.
What Marcus and Sofia run for your revenue ops team
CRM hygiene
Marcus updates contact records after every interaction and flags missing data before it becomes a pattern.
Stale deal follow-up
Any deal inactive for 7 or more days gets a follow-up from Marcus's account. No deals go cold unnoticed.
Prospect research
Marcus researches new accounts before first outreach, adds context to CRM so reps start conversations informed.
Onboarding sequences
Sofia sends structured onboarding emails to new clients on schedule. Every client gets the same consistent experience.
Renewal tracking
Sofia triggers renewal outreach at defined intervals before contract end. No renewal slips through.
What gets delivered, and to whom
Clean CRM data
Contact records updated after every interaction, missing fields flagged
Stale deal follow-ups
Personalized follow-ups sent from rep accounts for inactive deals
Prospect briefs
Research summaries added to CRM before first outreach
Onboarding emails
Structured sequences sent to new clients on defined timelines
Renewal alerts
Outreach triggered at 60, 30, and 7 days before contract end
Guardrails built for revenue ops
Outreach approval
New outreach sequences are approved by a human before the first send. Nothing goes out unapproved.
CRM change log
All CRM changes are logged with timestamps, attribution, and previous values for full traceability.
Escalation paths
High-value deals and at-risk renewals are escalated to the assigned rep before any automated action.