Keep the pipeline honest without chasing every rep.
A FlowGenX Teammate for sales operations. It routes leads, keeps the CRM current from calls and email, flags the deals that are slipping and builds the approval packet, and the decision stays with your managers.
For RevOps · Sales leaders · SDRs and AEs · Deal desk
Sales Ops TeammateTeammate
Three commit deals haven't moved in two weeks. Two have no next step logged.
HubSpot
GmailAcme Corp · $120k
Commit · no activity for 16 days
Globex · $84k
Commit · close date has passed
Umbrella · $56k
Commit · pricing call on Thursday
Capabilities
One accountable Teammate. A bench of specialists behind it.
The Sales Ops Teammate owns each case from request to resolution. It plans the work, hands each piece to a specialist that sees only the data and tools it is allowed to, checks the result, and reports back in the thread. Delegation never widens permissions.
Lead & routing. Enriches, scores and routes every new lead to the right owner.
CRM & activity capture. Keeps the CRM current from calls, email and voice notes.
Pipeline & forecast. Flags slipping deals and keeps the forecast current.
Account & meeting intelligence. Briefs before calls, debriefs and follow-ups after.
Proposals & RFPs. Drafts proposals, RFPs and security questionnaires from approved answers.
Deal desk & contracts. Builds discount and contract packets and routes them for approval.
Handoffs & renewals. Clean handoffs to Customer Success and Finance, renewal risk and expansion signals.
Planning & compensation. Attainment, territory and commission checks.
Controls
It does the work. You keep the authority.
The same policy applies in every channel, DM, voice note, routine and specialist. Every decision and action is logged in a trace you can replay and export.
Field updates are allow-listed
Every change is shown as a diff with its source. Merges and cleanups need approval.
Outbound email waits for a yes
Drafts land in the thread; nothing reaches a prospect until someone approves it.
Managers keep the commercial call
It builds the discount packet and routes it. The approver decides.
Facts, inferences and unknowns stay separate
Briefs and forecasts say where each claim came from.
Out of scope by design
No contract signing, commission-plan changes or unrestricted outbound campaigns.
Never implies a write it didn't make
If a CRM update fails, the thread says so and the case stays open.
Works in your stack
It starts with these apps and reaches the rest of the 250+ through the same governed connectors. Your systems of record stay authoritative.
HubSpot
ApolloGmail
Slack
QuickBooksCall transcriptsNext: Salesforce · Outlook · Gong · Zoom · DocuSign · Zendesk
Frequently asked questions
Be first to deploy
the Sales Ops Teammate.
Tell us the systems you run and who approves. Pilots start in shadow mode, then drafts, then bounded actions.