Pipeline Clarity
Without Manual Effort
RevOps AI monitors pipeline health in real time, produces forecast models finance can trust, and cleans CRM data automatically — replacing the 20 hours per week your RevOps team spends pulling reports and reconciling data between tools.
Revenue Operations Teams Are Drowning in Cleanup Work
The average RevOps professional spends more than half their week on work that produces no strategic value: pulling pipeline reports from the CRM, reconciling data across disconnected tools, chasing reps to update deal fields, and building forecast spreadsheets that are already outdated by the time they reach leadership.
This isn't a people problem — it's a systems problem. CRM data degrades naturally as deals move, reps get busy, and data entry falls behind reality. Forecasts drift from pipeline because the model doesn't update continuously. RevOps AI handles the continuous data work automatically, so your team can focus on the analysis and system design that actually changes outcomes.
Connect. Monitor. Surface. Improve.
RevOps AI connects to your CRM and revenue stack, then operates continuously in the background — monitoring pipeline health, cleaning data, building forecasts, and surfacing the intelligence your team needs to act on, rather than producing reports you need to interpret.
Connect Your Stack
Integrates with Salesforce, HubSpot, or Pipedrive via API. Runs a baseline analysis of your historical deal data to establish close patterns, stage velocity benchmarks, and forecast calibration. Operational within one business day.
Continuous Pipeline Monitoring
Monitors every deal in your pipeline in real time. Health scores update as engagement changes, deal timelines shift, or new competitive context emerges. Stale deals, missing next steps, and stage regression are flagged the moment they appear — not at the end of the quarter.
Automated Data Hygiene
Identifies CRM data quality issues continuously — duplicate records, missing required fields, incomplete contact coverage, inconsistent stage use — and resolves straightforward issues automatically. Complex data decisions are surfaced to the rep or manager with recommended actions.
Forecast Intelligence
Builds rolling forecast models from historical close patterns and current pipeline signals. Commit, best case, and pipeline views with confidence intervals — updated continuously, not just at the monthly close. Revenue projections you can present to your board.
What RevOps AI Does
Pipeline Health Scoring
Analyzes every deal in your pipeline across 20+ dimensions — stage velocity, engagement recency, decision-maker contact coverage, and competitive context — to produce a health score that reflects actual close probability, not rep optimism.
Forecast Accuracy Modeling
Builds forecast models from your historical close patterns, current pipeline signals, and seasonal trends. Produces commit, best case, and pipeline views with confidence intervals — the kind of forecast you can present to your board without hedging.
CRM Data Hygiene Automation
Continuously monitors your CRM for stale records, missing fields, inconsistent stage progression, and duplicate entries. Flags gaps, suggests corrections, and in many cases fixes them automatically — so your CRM reflects reality rather than accumulating months of manual cleanup debt.
Revenue Intelligence Dashboards
Produces real-time views of pipeline by segment, rep, source, and competitive scenario. Surfaces the insights that matter — at-risk deals, velocity bottlenecks, top-performing segments — without requiring you to build and maintain a BI infrastructure.
Deal Velocity Tracking
Monitors how long deals are spending in each stage and flags anomalies before they become closed-lost. When a deal has been in discovery for three weeks without a next step scheduled, the agent alerts the rep and manager before the opportunity goes cold.
Churn Risk Detection
Analyzes customer engagement patterns, support ticket trends, contract renewal timelines, and usage data to identify at-risk accounts before renewal conversations begin. Surfaces churn signals with enough lead time for customer success to intervene effectively.
Built for Every Revenue Leader Who Needs Accurate Data
Head of Revenue Operations
Stop spending 20 hours a week pulling reports and reconciling data. RevOps AI does the data work so you can focus on building the systems and strategy that actually move the number.
CRO / VP of Sales
Forecast accuracy you can stake your QBR on. Pipeline visibility that reflects what's actually happening — not what reps entered three weeks ago. At-risk deal alerts before it's too late to do anything.
CFO
Revenue projections grounded in pipeline signal data, not sales optimism. A forecast model that gets more accurate over time as it learns your historical patterns.
Sales Manager
Know which deals on your team need attention this week without spending Friday afternoon reviewing the entire pipeline. Deal velocity alerts surface the problems before they become misses.
Customer Success Leader
Churn risk signals with enough lead time to act. Know which accounts are likely to reduce or cancel before the renewal call — and why — so your team can intervene with the right conversation.
Marketing Operations
Attribution data that actually holds up. Understand which campaigns are generating pipeline that closes — not just pipeline that looks good in the first week.
Frequently Asked Questions
How does RevOps AI connect to our existing CRM?
RevOps AI integrates with Salesforce, HubSpot, and Pipedrive out of the box. Setup involves connecting your CRM via API, configuring your stage definitions and target metrics, and letting the agent run a baseline analysis of your historical data — typically completed within one business day. It then operates continuously in the background, monitoring pipeline health and surfacing insights in real time.
What does CRM data hygiene automation actually do?
It monitors your CRM for the patterns that degrade data quality over time: deals stuck in a stage for longer than expected without activity, contact records missing key fields, opportunities with no next step scheduled, duplicate accounts, and stage regression without explanation. For straightforward issues it corrects them automatically. For anything requiring judgment — like whether a stalled deal represents a real opportunity or a ghost — it surfaces the issue to the rep or manager with context, so they can make the call rather than discovering the problem at quarter close.
How accurate is the forecast model, and how long does it take to calibrate?
Accuracy depends on the volume and quality of historical deal data. With 12+ months of closed/won and closed/lost data, the model typically achieves 85–92% forecast accuracy by week four of operation. It improves continuously as it accumulates more data about your specific close patterns — seasonal trends, segment-specific velocity, rep-level accuracy — so Q4 forecasts are more accurate than Q1 forecasts in year one.
Does RevOps AI replace our BI tool or data warehouse?
No — it complements them. RevOps AI is purpose-built for revenue pipeline intelligence: deal health, forecast accuracy, and churn risk. For broader business intelligence across finance, product, and operations, your existing BI infrastructure is still the right tool. Many teams use RevOps AI as the real-time operational layer that surfaces actionable insights daily, while their BI stack handles deeper quarterly analysis.
How does RevOps AI connect to the other Orbit Scale agents?
RevOps AI operates on the same intelligence layer as the rest of Orbit Scale. When the Finance Agent (coming soon) processes invoices and revenue recognition, RevOps AI receives that data to reconcile recognized revenue against pipeline projections. When compliance or security issues are flagged that could affect customer accounts, RevOps AI surfaces the at-risk accounts. The shared context means revenue intelligence compounds across the organization rather than staying siloed in your CRM.
Be First When RevOps AI Launches
Join the early access list to be notified at launch, get input into the feature roadmap, and receive dedicated onboarding support.
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