Your revenue stack, running itself.
The Flaim Group builds automation that gets more revenue out of the pipeline you already have, and generates new pipeline on top of it — cleaning up your CRM, routing leads correctly, keeping reporting accurate, and filling the calendar with new meetings, so nothing you've already paid to acquire goes to waste.
Built for B2B teams that have leads but are leaking revenue
We work best with companies that already have a sales process and want more qualified pipeline, faster follow-up, and revenue operations that don't depend on someone remembering to do it.
A strong fit if you're
- A B2B SaaS or technology company
- A professional services firm, agency, or consultancy
- Running an active sales team on Salesforce or HubSpot
- Generating leads, but struggling with conversion, follow-up, or pipeline visibility
- Growing faster than your ops can keep up with manually
Probably not the right time if you're
- Pre-revenue, or still figuring out who your buyer is
- Without a defined sales process to build on
- Looking for a full CRM replacement rather than improving the stack you have
Already generating opportunities, but losing revenue somewhere between lead, follow-up, appointment, and close? That's where we help.
Book a discovery callNew to AI agents? Here's the plain-English version.
An AI agent is software that can take a multi-step task — read a lead, look up context, decide what to do, take the action — without a person clicking through each step by hand. Think of it as a very reliable junior ops person who never gets tired of repetitive work and never forgets a step.
You don't need to understand how the model works to benefit from one. You just need a process in your revenue team that's manual, repeatable, and eating time — that's the part we automate.
Not sure if this applies to you? Ask usRevenue optimization, on both sides of the funnel
Some of this work generates new revenue directly — Fig. 07 builds the pipeline in the first place. The rest stops the revenue you've already won or already paid to acquire from leaking out through slow routing, dirty data, stale forecasts, or follow-up that never happens. Every engagement starts by mapping which of those is costing you the most. Click into any card below for a full breakdown.
Lead Routing & Enrichment
We qualify, enrich, and route inbound leads to the right rep in seconds, so hot leads don't cool off before anyone reaches out and dollars you already spent to generate them go to waste.
Full breakdown Fig. 02CRM Data Hygiene
Automated deduping, field standardization, and stage-validation workflows that keep Salesforce or HubSpot clean, so the forecast you're making revenue decisions on is actually accurate.
Full breakdown Fig. 03Pipeline & Forecast Reporting
Machine learning models and reporting automation that build accurate, up-to-date forecasts, so leadership catches revenue risk before it hits the quarter instead of after.
Full breakdown Fig. 04Follow-Up & Outreach Automation
Systems that draft and trigger follow-ups, nudge stalled deals, and keep sequences moving, so deals that would've gone quiet turn into revenue instead of a write-off.
Full breakdown Fig. 05Web Design & Landing Pages
Sites and landing pages built to convert, so the traffic and ad spend you're already paying for turns into pipeline instead of leaking out at the last step.
Full breakdown Fig. 06Workflow Automation
Beyond the CRM — onboarding, approvals, reporting, and any other repetitive process turned into a system that runs on its own, so your team's time goes toward revenue-generating work instead.
Full breakdown Fig. 07Sales & Lead Generation
This is the one that creates new revenue instead of protecting revenue you already have: we build target lists, personalize outbound, and book meetings, so pipeline gets generated proactively instead of just processed after it lands in a form.
Full breakdownLead Routing & Enrichment
Every inbound lead qualified, enriched, and handed to the right rep in seconds — with none of it sitting in an unworked queue overnight, and none of your acquisition spend wasted on a lead that went cold before anyone called.
The problem this solves
Most inbound leads don't get worked immediately. They land in a form submission, sit in a shared inbox or queue, and wait for someone to manually check company size, look up the right rep by territory or segment, and assign it — sometimes hours or days later. By the time a rep reaches out, the lead's interest has cooled, or a competitor got there first.
How it works
The moment a lead comes in — from a form, chat widget, or inbound call log — the system enriches it with firmographic data, applies your scoring model, checks it against routing rules (territory, segment, account ownership, round robin), and assigns it directly in your CRM. The rep gets notified immediately, with context already attached.
What we typically automate
- Firmographic and technographic enrichment
- Lead scoring against your ICP
- Territory and segment-based routing
- Round-robin and capacity-aware assignment
- Instant Slack or email notification to the owner
Works with
- Salesforce & HubSpot
- Form tools (Webflow, Typeform, native forms)
- Chat widgets and inbound call logs
- Clearbit, ZoomInfo, and similar enrichment sources
- Slack for real-time rep alerts
CRM Data Hygiene
Duplicate records, inconsistent fields, and stale stages quietly wreck your reporting. Automation that keeps your CRM clean continuously, not once a quarter, so revenue decisions get made on real numbers instead of guesswork.
The problem this solves
Dirty CRM data doesn't announce itself — it shows up as forecasts that don't match reality, reps working the same account twice, and reports nobody fully trusts. It usually gets "fixed" with an annual cleanup project that's stale again within weeks, because the root cause — inconsistent manual entry — never goes away.
How it works
The system runs on a schedule (or in real time on record changes), checking for duplicate contacts and accounts, validating required fields against your data model, standardizing formats (company names, phone numbers, industry values), and flagging deals stuck in a stage too long for review — either auto-correcting or routing to a person when judgment is needed.
What we typically automate
- Duplicate contact and account detection
- Required-field and format validation
- Stale-stage and stalled-deal flagging
- Owner and territory field corrections
- Scheduled hygiene reports for RevOps
Works with
- Salesforce & HubSpot
- Data warehouses (Snowflake, BigQuery)
- Validation rules native to your CRM
- Slack for hygiene alerts
- Existing dedupe tools, if you already have one
Pipeline & Forecast Reporting
Accurate, always-current forecasts — without a manual spreadsheet stitched together the night before the pipeline review, so leadership can act on revenue risk while there's still time to fix it.
The problem this solves
Most forecasting is a once-a-week fire drill: someone exports data from the CRM, cross-checks it against notes and Slack threads, and builds a deck that's already a little out of date by the time it's presented. It means leadership is making decisions on a stale snapshot instead of what's actually happening in the pipeline right now.
How this works
We build a forecasting model trained on your historical deal data — stage progression, deal age, rep patterns, seasonality — that scores open pipeline continuously. Reporting automation keeps dashboards current automatically and flags anomalies before they show up as a surprise in the review.
What we typically automate
- Deal-level forecast scoring
- Automated pipeline dashboards
- Stalled-deal and risk flagging
- Rep and segment-level rollups
- Weekly forecast summaries, delivered automatically
Works with
- Salesforce & HubSpot reporting data
- Looker, Tableau, and native CRM dashboards
- Data warehouses (Snowflake, BigQuery)
- Slack and email for automated summaries
- Spreadsheet exports, if that's still your source of truth
Follow-Up & Outreach Automation
Deals stall when follow-up depends on a rep remembering to do it. Automation that drafts, triggers, and tracks outreach so nothing slips because someone got busy — recovering revenue that would otherwise just quietly disappear from the pipeline.
The problem this solves
A rep juggling 40 open deals can't manually remember to follow up with every one at exactly the right moment. Deals go quiet not because the prospect lost interest, but because nobody nudged them at the right time. Multiply that across a whole team and it's a real, if invisible, revenue leak.
How it works
The system monitors deal and sequence activity, detects when a deal has gone quiet or a step in a sequence is overdue, and either sends a contextual follow-up or alerts the rep with a drafted message ready to review and send — so the human stays in control of tone and timing, but never has to remember to check.
What we typically automate
- Stalled-deal detection and alerts
- Contextual follow-up drafting
- Sequence step monitoring
- Rep task creation for anything needing a human touch
- Outcome logging back into the CRM
Works with
- Outreach, Salesloft, and similar sequence tools
- Salesforce & HubSpot
- Gmail and Outlook
- Slack for rep alerts
- Gong or call-recording tools, if you use one
Web Design & Landing Pages
A fast, focused site or landing page for the campaign, offer, or product that needs a home — built to convert, not just to look good, so the traffic you're paying for turns into pipeline instead of bouncing.
The problem this solves
Most teams have automation and campaigns with nowhere good to send traffic — a generic template, an outdated site, or no dedicated page at all. A slow or unclear page quietly kills the conversion rate of everything upstream, from your ad spend to your outbound sequences, no matter how good the targeting was.
How this works
We design and build the page around a single goal — a signup, a booking, a lead capture — with copy, layout, and load speed all pointed at that one action. Every page ships fast, works on mobile, and connects directly into the CRM and automation you already have running, so a form fill becomes a routed, enriched lead immediately.
What we typically build
- Landing pages for campaigns and offers
- Product and pricing pages
- Lead-capture forms wired into your CRM
- n8n automations connecting form fills to your stack
- Lightweight marketing sites
- A/B tested page variants
Works with
- Webflow & Framer
- Salesforce & HubSpot forms
- n8n for form-to-CRM automations
- Google Analytics and tag managers
- Your existing brand system, if you have one
- Custom code, when a template won't cut it
Workflow Automation
Not every manual process lives in the CRM. Onboarding, approvals, reporting, internal ops — if it's repetitive and rule-based, it can run itself, freeing your team to spend hours on revenue-generating work instead of internal admin.
The problem this solves
Manual work hides outside the revenue team too — an onboarding checklist stitched together over email, an approval chain that stalls because someone's on vacation, an internal report rebuilt by hand every week. It's the same shape of problem as RevOps busywork, just scattered across tools and departments instead of living in one CRM.
How this works
We map the process end to end, then build automation that moves the work between the tools you already use — triggering the next step, notifying the right person, and handling the judgment calls that don't need a human every single time. You get a process that runs on schedule or on trigger, not on someone remembering.
What we typically automate
- Onboarding and offboarding checklists
- Approval routing (expenses, contracts, POs)
- Cross-tool notifications and handoffs
- Recurring internal reporting
- Document generation and routing
Works with
- Slack, email, and internal tools
- Zapier, Make, and custom code
- Google Workspace & Microsoft 365
- Airtable, Notion, and similar tools
- Your existing internal systems
Sales & Lead Generation
Everything above protects revenue you've already won or already paid to acquire. This is the one that creates new revenue: we build target lists, personalize outbound, and book meetings, so pipeline gets generated proactively instead of waiting on inbound.
The problem this solves
Most outbound reps spend more time researching prospects and writing first-touch emails than actually talking to buyers. Manual list building doesn't scale past a handful of reps, and generic blast campaigns get ignored — or worse, burn the domain's sending reputation before a real conversation ever happens. Meanwhile, the rest of the funnel can be perfectly optimized and it won't matter if there isn't enough new pipeline coming in behind it.
How it works
We build and continuously refine a target list against your ICP, watch for intent and trigger-event signals (funding, hiring, tech changes), draft personalized first-touch outreach based on those signals, sequence follow-ups across email and LinkedIn, and hand off booked meetings directly into the CRM with the context that led to the meeting already attached.
What we typically automate
- ICP-based prospect list building
- Intent and trigger-event monitoring
- Personalized first-touch drafting
- Multi-channel sequencing (email, LinkedIn)
- Meeting booking and CRM handoff
Works with
- Apollo, Clay, and ZoomInfo for list building
- Outreach, Salesloft, and Instantly for sequencing
- LinkedIn Sales Navigator
- Salesforce & HubSpot
- Calendly or Cal.com for booking
A build process with no black boxes
Four stages, in order, every time. You'll know exactly what's happening at each one.
Audit
We go through your CRM, sequences, and reporting to find exactly where manual work is costing your reps and ops team time.
Design
We architect the system or workflow, define guardrails, and agree on what success looks like before touching production data.
Deploy
The system goes live inside your actual stack — Salesforce, HubSpot, or wherever your revenue data lives — with monitoring from day one.
Refine
We track performance and adjust as your pipeline, team, and process shift — automation that's maintained, not shipped and forgotten.
One lead, a network of systems working it
A single inbound lead touches several systems before it becomes pipeline. We design that handoff explicitly, step by step, so you can see exactly what happened at each stage.
No manual re-entry, no leads sitting in a queue overnight, no guessing why a deal stalled.
Tell us where revenue is leaking, or where it should be coming from.
We'll tell you honestly whether automation fixes it, and where the bigger win is: plugging a leak, or building a new source of pipeline.