Sales Automation Agency for $1M+ Teams
How it worked for Fire Plan Strategies
Facility Services - Fire Safety Compliance How Fire Plan Strategies Eliminated 230 Manual Hours a Month
Lead intake, quotes, invoicing and certificates, automated
- ~230 hrs / monthManual ops time eliminated
- 14 days → 2 daysTime-to-payment
"This is music to my ears. Our accountant is definitely going to love this because she's not going to have to do invoices anymore. The admin staff is also going to love it because they're not going to have to manually do each one of those certificates."
Mariano VelazcoManaging Partner Why sales ops leak revenue as you grow
Your CRM is a black hole
Reps log data their own way. Deals sit in the wrong stage. Managers can't see what is going on, so they guess.
Handoffs break deals
A prospect signs. Now nothing moves across cleanly. Sales hands off half the facts. Delivery starts from zero. The client feels the gap right after they pay you.
Your tools don't talk
Quotes, contracts and invoices each live in a different app. Every app needs a person to update it. So the data sits in silos and someone re-types it.
Follow-ups slip
No one tracks the next touch, so hot leads go cold. The team runs on memory and spreadsheets. Revenue walks out the door.
You can't forecast
Your pipeline data is weeks old. Deals jump stages with no clear rule. So the forecast is a guess, not a plan. Past $1M, these gaps cost you margin and grow with you.
The sales automation system we build
We build one connected sales system on the CRM and tools you run now. It is built to run 24/7, not a pile of scripts that break.
The sales automation layer
We install the complete sales system your business needs:
Sales-to-delivery
A deal closes. The system then creates the customer record, project folder, schedule, invoice and tasks across your stack. No handoff. No missing facts. No cold start for delivery.
CRM pipeline automation
Deal stages move on their own. Tasks fire when a deal moves. Records get enriched and de-duped. Follow-ups send based on stage. Your CRM turns from a graveyard into a tool you trust.
Quote-to-cash
Each step triggers the next, from quote to contract to invoice to your books. We build the full version in our quote-to-cash automation system.
Sales ops reporting
You see what is going on. Win rates by rep and product, cycle time, pipeline speed, and the signals that flag a deal at risk.
Custom workflows and AI agents
We fit the build to your qualifying rules, approval chains and territory routing. We also build custom AI agents that score and route leads.
Custom builds
When your sales process needs something off-the-shelf can't deliver, we build it. Bespoke integrations between tools without native APIs, internal portals that surface deal context for reps, and lead-scoring agents that run in parallel to the automation layer without slowing it down.
Ongoing management
Once your sales automation is live, we keep it that way. 24/7 monitoring, SLA-based incident response, monthly optimization reviews based on real usage data, and a dedicated engineering channel for new requests.
Why hire an agency, not buy another tool
Another sales SaaS tool
A platform and seats your team still has to set up and run. Best inside its own world. Proof is vendor case studies, and payback depends on how much you adopt.
2V Automation, a sales automation agency
A built, connected system on the stack you already use. We build it, watch it and fix it, and tie together the tools you run now. Proof is a certified n8n partner, named results and Clutch awards, with ROI in 6 months, often by month 3.
See how we work as a retained partner and our certified n8n partner builds.
Why teams pick 2V for sales automation
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15 YEARS BUILDING BUSINESS SYSTEMS
We've built sales ops across many industries. We know where it breaks because we've fixed it dozens of times. -
CERTIFIED N8N EXPERT PARTNER
We build on n8n, a platform we know at expert level. So you get a system you can extend, with no lock-in. -
BUILT TO RUN 24/7
Our systems run all day with monitoring and error recovery. When something breaks, it fixes itself or pings us. You don't babysit it. -
ROI IN 6 MONTHS
We only take work where we can prove the return in six months. If we cannot, we pass. -
WE DESIGN BEFORE WE BUILD
We map your sales process first. Then we rank the work by ROI, not by what is quick to ship. -
FULL DOCUMENTATION
Every workflow ships with a diagram and notes. Your team knows what runs and why. You never depend on us to make a change.
Services Provided by Sales Automation Agencies
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CRM Setup and Integration Services
Getting your CRM connected properly is the foundation of sales automation. We migrate from spreadsheets or legacy systems, design custom field architecture, integrate communication tools, calendars, and documents, set up permissions and team access, and configure mobile for field sales teams. Your CRM becomes the single source of truth for customer data.
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Workflow Design and Optimization
Sales automation only works when workflows match how your team actually operates. We map your current process end-to-end, identify bottlenecks and manual steps, design automated workflows that eliminate friction, test with your team before full deployment, and optimize based on actual usage data. The result: automation your team actually uses because it makes their job easier.
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Automated Lead Nurturing and Scoring
Not every prospect is ready to buy immediately. Automation keeps them engaged until they are. We build activity-based lead scoring, automated outreach sequences triggered by behavior, marketing-to-sales handoff at the right moment, re-engagement campaigns for stalled deals, and notifications when leads show buying signals. Your sales team talks to prospects at exactly the right time in their journey.
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Custom Dashboard and Analytics Setup
You can't manage what you can't measure. We build dashboards that show sales performance by rep, team, and region, pipeline health and forecast accuracy, deal velocity and conversion metrics, activity benchmarks and trends, and revenue attribution across channels. Each dashboard updates automatically from your connected systems - no more building reports in spreadsheets.
Systems We Integrate With
We've worked with 137 different tools in production environments. If your system has an API, we can connect it.
137 toolsWe use in production automation infrastructures
SALES CRM
QUOTING & PROPOSALS
COMMUNICATION
PROJECT MANAGEMENT
ACCOUNTING
DATA & SPREADSHEETS
INFRASTRUCTURE
CUSTOM BUILDS
What sales teams say after we ship it
"With 2V Automation we have been able to build the most efficient SEO agency ever. 2 people doing the work that would take 8 with the old-school setup."
"300+ hours of manual work eliminated every month. Recurring processes that ate our team's time are gone entirely."
Sales automation FAQ
If you have a question, chances are you'll find the answer below.
What does a sales automation agency do?
It builds and runs the systems behind your sales process: CRM, pipeline, follow-ups and reporting. It works on the tools you have. You don't get software to set up yourself.
Is this the same as buying sales software?
No. Software is a platform you still set up and run. We build the system into your stack and run it for you. The setup and upkeep are ours, not yours.
What is the ROI of sales automation?
For $1M+ teams, payback shows up by month 3 and is locked in by month 6. We measure your hours and cost first. Model your own numbers with our automation ROI calculator.
Which CRMs do you work with?
HubSpot, Salesforce, Pipedrive and more. We tie them to your finance, project and chat tools.
How is quote-to-cash handled?
As part of the pipeline, where each step triggers the next. We build the full version in our quote-to-cash automation system.
Do you build AI agents for sales?
Yes. We build agents that score leads, route them and draft replies. See our custom AI agents.
Who is this for?
B2B service firms past $1M in revenue: agencies, consultancies and pro-services firms that have outgrown manual sales work.
How fast can you start?
We start with an Efficiency Diagnostic. It maps your sales process and ranks the highest-ROI fix first. See a sales automation case to know what to expect.
See where sales automation pays back first
Book an Automation Discovery Week. In one week it shows where automation pays back fastest in your sales ops. You keep the insight whether or not we work together.