Sales Operations

CRM automation that keeps every call and lead moving

ReceptionGrid updates pipelines, creates follow-up tasks, scores leads, detects stalled deals, and keeps sales work tied to revenue.

CRM Automation

The system sells outcomes: more answered calls, faster response, and higher close rates.

Cleaner pipeline
Faster follow-up
Better close rates
Less admin work
Capabilities

Built into the broader ReceptionGrid operating layer

Lead capture

Connected to calls, SMS, CRM, support, approvals, and reporting.

Pipeline updates

Connected to calls, SMS, CRM, support, approvals, and reporting.

Follow-up sequences

Connected to calls, SMS, CRM, support, approvals, and reporting.

Deal revival

Connected to calls, SMS, CRM, support, approvals, and reporting.

Onboarding handoff

Connected to calls, SMS, CRM, support, approvals, and reporting.

Why It Works

The offer is operational, not just conversational

Answer

Capture inbound demand across business hours, after-hours, overflow, and missed calls.

Recover

Trigger text-back, follow-up, lead scoring, CRM tasks, and human escalation.

Operate

Track outcomes, support load, onboarding, revenue, approvals, and improvement loops.

Find the calls, leads, and follow-ups your business is losing.

A human reviews your current phone flow, missed-call handling, response time, CRM follow-up, and customer handoffs.

Get a human-led revenue audit