CRM + ERP + AI Orchestration

Fully managed pipelines that turn data into action.

Report on, analyze, measure, audit, and act on data points from every system you run on — your single source of truth.

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The track record

Built on a decade of implementing and managing enterprise systems end-to-end.

A decade of implementing and managing the systems growing businesses run on — Salesforce, SAP, accounting platforms, data infrastructure, and the AI layer that connects them.

$950M+
Revenue managed per year
300+
Engagements delivered
99.9%
Platform Uptime SLA

Trusted by leading organizations and nonprofits

The work

Implementation. Management. Intelligence.

We don’t just stand software up. We implement to your processes, manage the system as it evolves, and put your data to work across the business — five platforms, one partner, end-to-end.

What we do

Implementation, operations, intelligence — across five lines.

Two-week sprints to ship the work. Operations under a single engagement. No long-term contract. The same model on every line.

Data Orchestration & Intelligence

NEW

Foundry connects every system you run — CRM, ERP, accounting, fulfillment, support, telephony — into your single source of truth, fully managed by RevenuePoint. Live dashboards for every role. AI analysis on demand. Otto, your AI analyst, answers in plain English. Agents watch, decide, and execute across your stack — every action logged, attributed, reversible, and only on reviewer approval.

Fully managed by RevenuePoint. Foundry comes with the data team. Predictable monthly pricing. Two-week sprints, milestone-paced.

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AI Research & Diligence

NEW

Intelligence Reports are bespoke research on any entity worth knowing about — public records, enrichment APIs, the open web — generated by AI, citation-backed, and reviewed by a senior analyst. Best for due diligence, account research, and external context.

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Customer Relationship Management

Salesforce Sales Cloud, Service Cloud, CPQ, Marketing Cloud, Pardot, and Communities — implemented, configured, and managed to the way your business actually works.

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Enterprise Resource Management

SAP Business One for growing companies and S/4HANA for enterprise — implemented to your processes and managed by your single point of contact, with a team that knows your operation. No shared queues.

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Customer & Partner Portals

NEW

Gateway gives every customer, partner, dealer, or location their own branded portal — wired into your CRM and ERP, with magic-link auth, code-defined access rules, and tenant-level isolation. Fully managed.

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The model

Direct accountability. Fully managed.

We don’t just stand software up. We implement to your processes, manage the system as it evolves, and put your data to work across the business. We scope every engagement around real value: discovery happens before the contract, and the engagements we take on get the team’s full attention because the scope is right and the path is clear. Every client gets a single point of contact, with a team that knows their business. You call them directly.

Direct accountability

Your single point of contact, with a team that knows your business. You call them directly.

No long-term contracts

Monthly and quarterly plans. We keep clients by delivering results, not lock-ins.

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Scoped around real value

Discovery happens before the contract. The engagements we take on get the team's full attention because the scope is right and the path is clear.

End-to-end across the stack

One partner for CRM, ERP, accounting, data warehouses, and the AI layer that connects them. Five platforms, one partner, end-to-end.

New from RevenuePoint

Meet Foundry. Your data, fully managed.

Your business runs on a CRM, an ERP, an accounting system, and a dozen spreadsheets. None of them tell the same story. Foundry connects all of it into your single source of truth, fully managed by RevenuePoint, then delivers live dashboards, AI analysis on demand, and agents that propose, get approved, and execute — every action logged, attributed, and reversible.

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Connect

Every source system — CRM, ERP, accounting, billing, ticketing, ops tools — synced and reconciled continuously.

Illuminate

Live dashboards, metric trees, AI analysis on demand, and event-driven alerts built from your reconciled data.

III

Act

Agents that don't just observe — they propose plans, route to a reviewer for approval, and execute scoped actions across your systems.

How we work

From execution to production in weeks, not months.

A repeatable four-step engagement model, 60+ Salesforce certifications across every cloud you might run on, and an AI-assisted delivery process that compresses the work — not the testing — into half the typical implementation timeline.

Discovery

We learn your business, systems, and goals before quoting. No surprise scope changes.

Implementation

Certified admins configure and deploy to the published platform best practices for your industry — Salesforce CRM patterns, SAP MRP and posting-period rules, Foundry semantic-layer conventions — built around your actual processes.

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Handover & training

We train your team on the configured system. You get documentation, not just credentials.

Ongoing management

Your single point of contact and a project manager manage your platform month-to-month. Regular audits, proactive recommendations, direct access.

Get in touch

Schedule a 30-minute scoping call.

We review every submission personally and respond within one business day. Tell us what you're trying to solve, and we'll come back with a path forward — or tell you we're not the right partner for it.