Agentic automation
RevOps
Forecasting, pipeline hygiene, handoffs and renewals kept accurate every day without a RevOps hire.
- Audit
- Report
- Implement
- Ship
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
Built around your workflow.
- 01
Routing agent
Leads scored and assigned by territory, fit and capacity, with the reason logged.
- 02
Forecast agent
Stages, close dates and amounts checked against activity; forecast recalculated daily.
- 03
Handoff agent
Sales-to-success packs assembled from calls, notes and contracts.
- 04
Renewal agent
Usage, tickets and sentiment watched; renewals and expansions surfaced early.
- 05
Revenue review agent
Monday morning pipeline, bookings and churn view with the anomalies called out.
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.
Before we build
01How do we start?
We audit the workflow and report the opportunities, scope, and success criteria before implementation.
02How long will it take?
The report sets milestones based on your integrations, data readiness, and agreed scope.
03What happens after launch?
We hand over documentation and train the workflow owner. Ongoing support can be scoped separately.
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.