Plug-and-play systems that automate revenue ops today - and evolve with smarter AI and tailored tools as you grow.
Intelligent Business Systems - Built to Scale with You
Browse systems that replace busywork, fix bottlenecks, amplify your team, and scale with your business.
What’s a System?
At Automonic, a System is a plug-and-play building block that automates key revenue operations across Sales, Marketing, and Customer Success.
Systems are built to centralize your data, surface the right insights, and trigger the impactful actions automatically.
Each System is:
Modular – stands on its own, but connects seamlessly with others to form your full Operating System.
Action-driven – built to replace manual work with automation and AI-powered workflows.
Familiar– integrates with tools you already use - like Airtable, OpenAI, Stripe, and many more.
Outcome-oriented – saves time, improves visibility, and drives scalable revenue growth
Assemble Your AI-powered Operating System
All Systems are built on a flexible, tool-agnostic architecture. We can adapt each to your existing stack without reinventing the wheel.
Some Commonly Used Tools
Sales
Google Sheets
Pipedrive
Outreach.io
HubSpot
Salesforce
Airtable
Apollo.io
Clay
Zoho
And more!
Create Your Sales System
Marketing
Mailchimp
Meta
LinkedIn
SquareSpace
Sendblue
Metricool
TikTok
Wix
Monday
And more!
Create Your Marketing System
Customer Success
HubSpot
Calendly
Qualitrics
Asana
DocuSign
Notion
Trello
Airtable
Zoho
And more!
Create Your CS System
Sales Systems
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“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
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“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
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“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
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“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
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“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
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“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.
Marketing Systems
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“It takes us hours to rewrite posts for each channel, and they still don’t perform.”
Problem: Writing posts for every platform takes too much time and produces inconsistent results.
Solution: Generates platform-optimized versions (i.e. Facebook, Instagram, Email) from one idea using proven high-converting formats.
Impact: Creates engaging, on-brand content in seconds, cutting production time by 80%+.
Features: AI prompt engine · Output database · Example templates
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“We have five tabs open just to figure out which post worked best.”
Problem: Social data is fragmented across platforms and hard to analyze.
Solution: Aggregates reach, engagement, and conversion metrics from Metricool into one centralized dashboard.
Impact: Real-time clarity on what drives engagement and growth with no manual data pulls.
Features: Metric sync · Dashboard views · Trend visualizations
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“We’re guessing at which post formats work instead of knowing for sure.”
Problem: Teams don’t know why certain posts succeed and others flop.
Solution: System identifies top posts, explains what made them perform, and sends weekly summaries via email.
Impact: Turns performance data into clear, actionable insights automatically.
Features: AI analysis flow · Weekly report emails · Post scoring
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“We’re never really sure which campaign is actually driving results.”
Problem: Campaign data and creative assets are scattered across multiple tools.
Solution: Centralizes all campaign data (i.e. channels, spend, creative, results) into one live database and dashboard.
Impact: Gives teams and clients a single source of truth for campaign performance.
Features: Campaign hub · Asset tracker · ROI dashboard
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“Every client defines success differently and there’s no consistent way to measure it.”
Problem: Raw social metrics don’t reveal what’s actually working across campaigns.
Solution: Creates standardized composite scores (Awareness, Engagement, Conversion) for each post or campaign.
Impact: Brings alignment to teams and clients through standardized KPI measurement.
Features: Scoring logic · KPI dashboard · Weighted metric formulas
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“We run highly specific campaigns that span multiple tools - we need a system designed around our flow.”
Problem: Some marketing strategies require deeper integrations or analytics than our standard Systems are built to cover.
Solution: Automonic will design a custom Marketing System — purpose-built for your team’s unique setup.
Impact: A marketing infrastructure as dynamic as your strategy — unified, automated, and custom-fitted to your tools and goals.
Features: Tailored integrations · Custom performance metrics · AI reporting automation · Personalized data models
*Available with the Creator Add-on or Automonic System Plan. Includes full custom build and ongoing system evolution.
Customer Success Systems
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“We’re losing track of which clients have completed onboarding and where others are stuck in the process.”
Problem: Client onboarding is inconsistent and difficult to track, leading to delayed launches, lost documents, and confusion on both sides.
Solution: Automates client registration and progress tracking through a shared onboarding dashboard where both teams can view tasks, key documents, and training content. Clients can post questions, log requests, and set priorities - keeping everyone aligned from day one.
Impact: Creates transparency and accountability for both teams - improving client experience, speeding up time-to-value, and reducing manual coordination.
Features: Live client dashboard · Automated signup flow · Shared document library · Content and training portal · Question & request tracking · Reminder emails
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“We spend more time building client reports than using them.”
Problem: Reports take too long to produce and/or clients don’t see them on time.
Solution: Automatically aggregates data, generates reports with AI summaries, and delivers them on schedule.
Impact: Provides timely, professional reports that build client trust.
Features: AI report generator · Email automation · Monthly summary dashboard
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“We don’t know which clients are healthy and which ones are slipping until it’s too late.”
Problem: Success teams rely on scattered CRM data and manual tracking to understand account health and renewal risk.
Solution: Pulls key metrics from your CRM, payment system, and feedback forms into a unified Client Health Hub - surfacing renewals, satisfaction trends, and engagement scores automatically.
Impact: Gives customer success teams a live, proactive view of client health to drive renewals, upsells, and stronger relationships.
Features: CRM data sync · Renewal visibility · Health scoring logic · Retention dashboard
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“We collect feedback all the time, but no one knows what to do with it.”
Problem: Feedback lives across forms and inboxes, never turned into insight.
Solution: Centralizes survey data, summarizes key insights with AI, and pushes trends to leadership automatically.
Impact: Turns raw feedback into tangible improvements and retention actions.
Features: Feedback tracker · AI summarization · Theme tagging · Monthly insights
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“We keep losing renewals just because no one remembered to follow up.”
Problem: Renewals are tracked manually, leading to missed follow-ups and churn.
Solution: Tracks renewal timelines, NPS/satisfaction signals, and triggers proactive outreach or reminders.
Impact: Increases retention and renewal rates through automated client touchpoints.
Features: Renewal tracker · Reminder automation · Client health view
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“Our client experience is different — we want a system that captures exactly how we deliver it.”
Problem: Some client journeys or service models require specialized logic or integrations beyond our core Systems.
Solution: Automonic will design a custom CS System that mirrors your onboarding, support, and retention process into a single experience
Impact: A customer success ecosystem that reflects your service model end-to-end — increasing retention and operational efficiency.
Features: Custom CRM workflows · Automated touchpoints · Onboarding dashboards · AI-powered retention tracking
*Available with the Creator Add-on or Automonic System Plan. Includes full custom build and ongoing system evolution.
All Systems are built on a flexible, tool-agnostic architecture. We can adapt each to your existing stack without reinventing the wheel.
Common Tools by Phase
Centralize Data
Unified Databases & Integrations
Google Sheet
Airtable*
Coda
Snowflake
MySQL
Google BigQuery
Notion
Asana
ClickUp
Smartsheet
Supabase
Databricks
The backbone of every System - structured, reliable, connected.
Visual Insights
Dynamic Dashboards & Interfaces
Coda
Airtable*
Looker Studio
Glide
Noloco
Power BI
Notion
Stacker
Softr
Retool
Tableau*
Clarity in one click - live dashboards that show you what matters most.
Automate Workflows
System Orchestration
Zapier
Anthropic Claude
n8n
Lindy
VectorShift
LangChain
OpenAI (GPT)
Make*
Gumloop
Relevance AI
AWS Bedrock
Work happens automatically - from data syncs to follow-ups & reporting.
Amplify with AI
Intelligent Analysis & Generation
Google Gemini
Anthropic Claude
Cohere Command
Google Vertex AI
Azure OpenAI
Amazon Bedrock
Meta Llama
xAI Grok
Mistral
OpenAI GPT*
Perplexity
Systems that don’t just automate - they learn, adapt, and create.
*Automonic Recommends