Follow-ups that never forget.

Lead routing, CRM hygiene, follow-ups, and proposal prep that stick.

30 min · Clear yes or no · First builds often live in 2–4 weeks

What we do

We wire lead intake, qualification, CRM field updates, follow-up sequences, and proposal prep into the tools reps already open.

Humans keep the relationship. The system keeps the record clean and the next step on time.

Who it is for

Sales ops, AEs, SDRs, and founders who know the CRM is a graveyard of half-updated deals.

If revenue work dies in data entry and forgotten pings, start here.

What you get

  • Lead intake and qualification rules tied to your ICP
  • CRM field updates from forms, calls, and email where allowed
  • Follow-up sequences with clear human takeover points
  • Proposal or quote prep packs from structured deal data
  • Pipeline hygiene alerts for stalled or incomplete records
  • Reporting that matches how leadership reviews revenue

Problems we cut

  • Leads sitting untouched because routing is manual
  • Reps in inboxes while the CRM waits for “later”
  • Follow-ups that depend on who remembered
  • Proposal prep that steals selling time
How we measure it

Speed to first touch, fewer stale stages, cleaner handoffs. Not “AI in the CRM.”

Before you book

We build inside the CRM and channels they already open. New dashboards only when needed.

Yes when scheduling is part of the motion. Rules decide who gets the calendar.

Short enablement and a runbook. Adoption is part of done.

Outbound sequences can be in scope when messaging and compliance rules are clear.

What sales and CRM automation does Hazvex offer?

Hazvex builds sales and CRM automation for lead qualification, routing, CRM updates, follow-up sequences, and proposal prep. Systems sit inside existing CRMs, keep humans on relationship work, and reduce lost pipeline from missing data or forgotten follow-ups.

Bring the pipeline mess that costs deals.

One call. We say if routing, hygiene, or follow-up is the right first cut.