Agents by department
One revenue engine from first touch to renewal, run by agents.
Forecasting, pipeline hygiene, handoffs and renewals kept accurate every day without a RevOps hire.
- ± 5% forecast accuracy
- < 2 min lead routing
- 120 d renewal runway
In short
What do Velum revOps do?
Velum RevOps agents run revenue operations across the funnel: lead routing and scoring, pipeline and forecast hygiene, sales-to-success handoffs, renewal and expansion tracking, and a weekly revenue review assembled from CRM, billing and support data. They work on top of HubSpot, Salesforce and your billing system, with approvals on any customer-facing change.
Revenue operations is where sales, marketing and customer success data should meet and usually does not. RevOps agents reconcile pipeline against reality, keep forecasts current, move deals across handoffs with full context, and surface renewals and expansion before the quarter ends.
What we can implement
The agents in this line.
- Routed in minutes
Routing agent
Leads scored and assigned by territory, fit and capacity, with the reason logged.
- Forecast you can defend
Forecast agent
Stages, close dates and amounts checked against activity; forecast recalculated daily.
- No context lost
Handoff agent
Sales-to-success packs assembled from calls, notes and contracts.
- Renewals seen 120 days out
Renewal agent
Usage, tickets and sentiment watched; renewals and expansions surfaced early.
- Zero spreadsheet prep
Revenue review agent
Monday morning pipeline, bookings and churn view with the anomalies called out.
What changes
Before and after.
Typical ranges from comparable deployments. Your baseline is measured in the audit.
Forecast variance
Before± 25%
After± 5%
−80%
Lead to first touch
Before1 day
After2 minutes
−99%
Weekly revenue review prep
Before4 hours
After0 hours
−100%
Ranges observed across comparable deployments. Your Assess produces the real baseline.
Your numbers
What is this work costing you today?
Move the sliders. The maths is simple and shown.
Your numbers
An assumption to explore, not a promised result.
What that is worth
58 h
reclaimed every week
$134,784
value per year
249 h
every month
1.4 FTE
of capacity returned
Hours on repetitive work, per week
Gross capacity estimate, not cash savings. Excludes implementation, software, and supervision costs. We validate assumptions in the audit.
RevOps: good questions
01Do we need a RevOps team already?
No. Most clients have one person doing RevOps on the side. Agents take the recurring work and that person becomes the approver and owner of the rules.
02Which systems does this touch?
Your CRM, billing platform, help desk and calendar. Read access first; writes are gated behind approval until you release them.
03How do we start?
With an AI opportunity audit: we map the workflow, report the opportunities, and agree scope and success criteria before building.
04What happens after launch?
We hand over documentation and train the owner. Managed AI operations can run and improve the agents for you.
How we deliver it
Services behind every agent.
AI opportunity audit
Know exactly what to automate, and what it is worth.
We map how work actually moves through your teams and tools, score every candidate workflow on value, feasibility and risk, and hand you a costed roadmap. You decide what to build with real numbers in front of you.
2 to 3 weeksCustom AI agent development
Agents built around how your team already works.
We design, build and ship AI agents that do real work inside your tools: reading documents, updating systems, drafting replies and making routine decisions, with a person approving anything that matters. Tested on your real cases before launch.
4 to 8 weeks per agentManaged AI operations
Agents that keep getting better after launch.
Once agents are live we run them: monitoring quality and cost, re-running evaluations on every change, upgrading models, fixing integrations when vendors change their APIs, and shipping new improvements every month.
Monthly, cancel any time
One revenue engine from first touch to renewal, run by agents.
Clear scope. Tested workflows. A supported launch. Thirty minutes to find out if your function qualifies.