“We’re constantly missing leads because no one knows who’s supposed to follow up.”

Problem: Leads get lost in inboxes or spreadsheets, and response times are too slow to convert.

Solution: Automatically captures and standardizes new leads from any source, then routes them instantly to the right rep, territory, or workflow for follow-up.

Impact: Faster response times, higher close rates, and full visibility into your sales funnel.

Features: Lead database · Routing logic · Automated alerts · Activity dashboard

“We waste time chasing bad leads instead of hot ones.”

Problem: Teams treat all leads equally, wasting time on low-value prospects.

Solution: Scores and segments leads dynamically to guide focus toward high-potential opportunities.

Impact: Improves sales efficiency and conversion rate by focusing effort where it matters most.

Features: Lead scoring model · Tiered pipeline view · Alerts for high-value leads

“We can’t tell which plans or customers actually drive our revenue.”

Problem: Transaction data is unstructured and makes it impossible to understand performance by product or plan.

Solution: Applies dynamic logic to categorize payments by product, customer type, or pricing tier automatically.

Impact: Instant visibility into revenue mix, improving forecasting and strategic decisions.

Features: Categorization engine · Summary dashboards · Export-ready reports

“We spend hours every week exporting and cleaning revenue data from our billing platforms just to know what we made.”

Problem: Revenue data is trapped in billing platforms, and manual exports make financial reporting slow, inconsistent, and error-prone.

Solution: Automatically syncs payments, subscriptions, and refunds from your billing system into a clean, structured database, removing duplicates and enriching records with customer and product details.

Impact: Provides real-time revenue visibility without spreadsheets or manual reconciliation.

Features: Payment data sync · Error logging · Revenue dashboard

“We only know our numbers when finance sends us the monthly report.”

Problem: Teams lack a clear, up-to-date view of recurring revenue, churn, and growth.

Solution: Consolidates CRM and payment data to visualize MRR, ARR, churn, and plan-level performance in real time.

Impact: Empowers leadership to make faster, data-driven revenue decisions.

Features: Interactive dashboard · Live metrics · Filterable views

“Our sales workflow is unlike anyone else’s - we need a system that reflects that.”

Problem: Some sales operations don’t fit neatly into standard CRM, payment, or pipeline models - especially when your process or product is uniquely structured.

Solution: Automonic can architect a one-of-a-kind system tailored to your structure — integrating your tools, logic, and reporting needs into one unified system.

Impact: A fully aligned, automation-ready sales foundation that mirrors your unique process and scales seamlessly as you grow.

Features: Bespoke data schema · Advanced automation logic · Custom dashboards · Collaborative system design

*Available with the Creator Add-on or Automonic System Plan. Includes full custom build and ongoing system evolution.