RevOps: RevOps Isn't a Dashboard. It's the Operating System Underneath Your GTM.
Phi builds your RevOps and runs it. Sales, marketing and CX finally working from the same numbers.
What Phi runs: What We Build
- 01
CRM Architecture
We audit, rebuild, and run your CRM. Custom objects. Deal stages. Properties. Automation. Built around your actual funnel, not a template. HubSpot / Salesforce / Hybrid.
- 02
Attribution & Funnel Visibility
Multi-touch attribution that actually tells you which channel is working. Lifecycle tracking from first touch to closed-won.
- 03
Lead Routing & Handoff Logic
Rules-based flows across SDR, AE, CS, and Support. Routing by ICP, region, channel, or funnel stage. No leads falling through cracks.
- 04
Pipeline Scoring & Enrichment
Real-time data syncs. Scoring models tied to ICP and behavior. Enrichment triggers that tell reps who to call and when.
- 05
GTM Dashboards
Built for weekly ops reviews and board reporting. Not vanity metrics. The numbers your revenue team actually needs to make decisions.
- 06
Shared Playbooks
Sales, marketing, and CX running from the same page. Literally.
What it delivers: How Fast It Moves
Most RevOps projects take a quarter to show progress. Ours are live in two weeks.
- Week 1
Audit
CRM mapped. Gaps identified. Architecture planned.
- Week 2
Build
Routing, attribution, dashboards, automation deployed.
- Week 3+
Live
System running. Iteration based on real pipeline data.
Why Phi: Operated, Not Just Configured.
Most RevOps work stops at setup. Someone configures your CRM, hands you a doc, and leaves.
We stay. We monitor. We iterate.
When something breaks or the funnel shifts, we rebuild it. You don't need to hire a RevOps manager to maintain what we built.
Why Not Just Hire a RevOps Manager
One RevOps hire takes 3 to 4 months to find, another 2 to onboard, and they're usually focused on SalesOps only. Marketing and CX stay disconnected.
One System, End to End
We build the full system across sales, marketing, and CX. Operational in weeks. Managed end to end by Phi.
Who this is for: Who This Is For
- 01
Revenue teams flying blind with no dashboards, no attribution, no visibility.
- 02
Companies stuck in CRM chaos with outdated deal stages and no automation.
- 03
Teams where marketing and sales fight over lead quality and nobody wins.
- 04
Orgs with no consistent handoff between SDR, AE, CS, and Support.
- 05
Leaders who need board-level reporting but the ops stack can't keep up.
“Phi didn't just clean up our CRM. They re-architected how we run GTM. Reporting, routing, and results all improved in weeks.”
In action: What This Looks Like
Datatruck
- 97% CAC drop
- HubSpot configured from scratch. Full funnel automation. Attribution across three channels. SDR to AE to CS handoff fully automated.
AtoB
- 3 product lines
- CRM re-architecture across a sales operation spanning three product lines and thousands of fleet customers. Reporting aligned across sales and CX.
- They sold with us, built with us, scaled with us.
DigitalOcean
- Full re-architecture
- Salesforce re-architecture. GTM dashboards. ICP scoring engine built to prioritize pipeline. Reporting aligned across sales and success.
Talk to us: Let's Talk
30-minute call. Your stack, your funnel, what's disconnected. Build plan scoped within a week. Live in two weeks with dashboards, routing, and attribution running.
Talk to Phi