Clyforge

AI-native operations · Germany · Founded 2026

Replace revenue process with systems

Most revenue teams still run on people remembering to do things. We build the agents that do them instead: researching accounts, scoring and routing leads, keeping the CRM honest, inspecting pipeline and handling inbound, each one with guardrails and monitoring around it.

Model
Project-based
Start
Free assessment
Ownership
Yours, outright
system: liveagents: 5 / guardrails: on
INBOUNDforms · email · chatRESEARCHaccount intelSCORE + ROUTEICP fit · ownerCRM SYNCSalesforce · HubSpotPIPELINE INSPECTrisk · hygieneMONITORING
SalesforceHubSpotClayn8nSlackSnowflakeBigQueryApolloZoomInfoClearbitOpenAIAnthropic

01The problem

Process depends on people remembering. Systems do not.

Most revenue teams are held together by checklists, tribal knowledge and a few people who quietly do more than their job title says. We take those steps and turn them into agents that run every time, the same way, with a human able to step in whenever they want to.

How it usually works
How we build it
  • A rep googles the account ten minutes before the call

    A research agent has already briefed them, in the CRM and in Slack

  • Leads sit in a queue until somebody notices

    Leads are scored, enriched and routed within minutes of arriving

  • CRM fields quietly rot and nobody trusts the reports

    A hygiene agent repairs records continuously and flags what it cannot fix

  • Pipeline reviews run on whoever talks loudest

    An inspection agent ranks the risky deals before the meeting starts

  • Inbound gets a generic autoreply and a two-day wait

    An inbound agent qualifies, answers what it is allowed to, and books the meeting

03The agent roster

Six jobs done by hand today. Six agents built for them.

None of these are chatbots bolted onto a CRM. Each one is a narrow, well-instrumented worker with a clear trigger, a fixed set of tools and one place it is allowed to write. We compose them into a system; we do not sell them as a bundle.

Every engagement picks the agents that match the leak in your funnel. Our advice is almost always the same: start with two or three, let them earn their keep, then add more.

  • AGT-01

    Account Research

    Trigger: New account, new opportunity, or a rep asks

    Builds a full picture of an account before anyone spends time on it: firmographics, tech stack, hiring signals, recent funding, org chart, buying committee and the three things a rep should know before the first call. Writes it straight into the CRM record and posts a briefing to Slack.

    Reads from
    ClayApolloLinkedInWeb
    Writes to
    CRM fieldsSlack brief
  • AGT-02

    Lead Scoring

    Trigger: Every new or updated lead

    Scores against your actual ICP, not a generic template. Combines fit (industry, size, stack, geography) with intent (page views, product usage, replies) and explains the score in plain language so reps trust it. Re-scores when the data changes, never silently.

    Reads from
    CRMProduct dataEnrichment
    Writes to
    Score + reasonTier
  • AGT-03

    Lead Routing

    Trigger: Scored lead ready for a human

    Assigns the right owner by territory, segment, capacity and account history. Handles the edge cases that break rule-based routers: existing customers, open opportunities, partner-sourced leads, duplicates. Escalates when nothing fits instead of guessing.

    Reads from
    ScoreTerritory mapCapacity
    Writes to
    OwnerSLA timer
  • AGT-04

    CRM Hygiene

    Trigger: Continuous, on a schedule

    Finds and fixes what decays: stale contacts, missing fields, duplicate accounts, mismatched hierarchies, closed-lost reasons that say "other". Proposes changes with evidence, applies the safe ones automatically, and queues the rest for a one-click review.

    Reads from
    SalesforceHubSpotWarehouse
    Writes to
    Clean recordsReview queue
  • AGT-05

    Pipeline Inspection

    Trigger: Weekly, or before any forecast call

    Reads every open opportunity like a sales leader would: stage versus activity, close date drift, single-threaded deals, missing next steps, champion gone quiet. Produces a ranked risk list with a suggested action for each deal, so forecast reviews start with the answers.

    Reads from
    OpportunitiesEmail + calendarCall notes
    Writes to
    Risk reportRep nudges
  • AGT-06

    Inbound Handling

    Trigger: Form fill, reply, chat, shared inbox

    Reads intent, qualifies against your criteria, answers the questions it is allowed to answer, books meetings into the right calendar and hands warm conversations to a human with full context. Never invents pricing, never promises what it cannot verify.

    Reads from
    FormsEmailChat
    Writes to
    MeetingQualified handoff

04Observability

Every decision logged. Every action explainable.

Getting an agent to work is the easy part. The hard part is making it legible to the people whose numbers depend on it. So we wire in the event log, the approval gates and the drift monitoring from the very first run, rather than bolting them on after something has already gone wrong.

Every action is an event
Agents do not "just do things". Each step emits a structured event with inputs, outputs, cost and a reason. That log is yours and it is queryable.
Blast radius is capped
Writes above a threshold, deletes, outbound messages and anything touching money pass through an approval gate. A human clicks. The agent waits.
Drift gets caught
Score distributions, routing shares, response times and error rates are watched continuously. If behaviour shifts, Slack knows before your reps do.
Reversible by default
Merges, field changes and reassignments carry a rollback window. Undoing an agent decision is a click, not a data-recovery project.
ops.log · tail -fOKWARNGATEINFO
  1. 09:41:02AGT-06inbound form · qualified · meeting booked with AE (EMEA-2)
  2. 09:41:07AGT-02re-scored 14 leads after product-usage sync · 3 moved to Tier 1
  3. 09:41:19AGT-04merged 2 duplicate accounts · evidence attached · reversible 30d
  4. 09:41:33AGT-03no owner match for segment=public-sector · escalated to RevOps
  5. 09:41:48AGT-01brief written for acme.io · 11 sources · confidence 0.92
  6. 09:42:01AGT-05opp #48213 close date moved 3rd time · flagged · nudge sent
  7. 09:42:14GUARDbulk update >50 records requested · approval gate · awaiting human
  8. 09:42:26AGT-06pricing question detected · declined to answer · routed to sales
  9. 09:42:40MONITORrun cost today €4.12 · error rate 0.3% · within budget
  10. 09:42:55AGT-04filled 37 missing industry fields · source: enrichment · logged
  11. 09:43:08AGT-02score explanation: "fit high, intent low; no pricing page visit"
  12. 09:43:21GUARDapproval granted by j.martin · bulk update applied · 52 records
  13. 09:41:02AGT-06inbound form · qualified · meeting booked with AE (EMEA-2)
  14. 09:41:07AGT-02re-scored 14 leads after product-usage sync · 3 moved to Tier 1
  15. 09:41:19AGT-04merged 2 duplicate accounts · evidence attached · reversible 30d
  16. 09:41:33AGT-03no owner match for segment=public-sector · escalated to RevOps
  17. 09:41:48AGT-01brief written for acme.io · 11 sources · confidence 0.92
  18. 09:42:01AGT-05opp #48213 close date moved 3rd time · flagged · nudge sent
  19. 09:42:14GUARDbulk update >50 records requested · approval gate · awaiting human
  20. 09:42:26AGT-06pricing question detected · declined to answer · routed to sales
  21. 09:42:40MONITORrun cost today €4.12 · error rate 0.3% · within budget
  22. 09:42:55AGT-04filled 37 missing industry fields · source: enrichment · logged
  23. 09:43:08AGT-02score explanation: "fit high, intent low; no pricing page visit"
  24. 09:43:21GUARDapproval granted by j.martin · bulk update applied · 52 records
EventsStructured, queryable
Gated actionsHuman approval
RollbacksOne click, 30-day window

Sample output. Names, timestamps and figures are made up to show the format.

05What changes

The same funnel, without the drag.

These are design targets, not case-study results. We are a young company and would rather say that plainly than dress up a logo wall. The "before" column is the typical starting point we see in revenue teams; the "after" column is what each system is built to hit. Your real baseline comes out of the assessment, and so does an honest answer about which numbers a system will move and which it will not.

  1. 01

    Speed to first touch

    Typical starting pointHours to days
    Design targetUnder 5 minutes

    Inbound is qualified, enriched and routed while the buyer is still on the site. The first reply is a human with a briefing, not a form autoresponder.

  2. 02

    Rep time on admin

    Typical starting point~30% of the week
    Design target< 8%

    Research, CRM updates and pipeline prep move to agents. Reps spend the recovered hours in conversations, which is the only place revenue is actually made.

  3. 03

    CRM fields complete

    Typical starting point~55%
    Design target> 95%

    Hygiene stops being a quarterly cleanup and becomes a background process. Reporting, territories and forecasting all get more trustworthy as a side effect.

  4. 04

    Lead routing errors

    Typical starting pointCommon
    Design targetRare, logged, escalated

    Edge cases that broke rule-based routing (existing customers, partner leads, duplicates) are handled explicitly. When nothing fits, a human decides.

  5. 05

    Forecast review prep

    Typical starting pointHalf a day
    Design targetGenerated before the call

    Every opportunity is inspected for risk with a suggested action. Leaders walk in with a ranked list instead of building one live.

06Where it lands

Built for the whole revenue organisation.

Revenue is one system pretending to be four departments, and the leaks are nearly always at the seams: marketing to sales, sales to customer success, CRM to warehouse. That is exactly where we put the agents.

Sales

01 / 04

AEs · SDRs · Sales leaders

The manual version

Reps spend more of the week researching, updating records and prepping reviews than talking to buyers. Pipeline reviews run on anecdotes because the data is stale.

What we typically ship

  • Account research briefs on every new opportunity
  • Pipeline risk scoring before every forecast call
  • Automatic next-step and close-date hygiene
  • Meeting prep pulled from CRM, email and calls

Marketing

02 / 04

Demand gen · Marketing ops

The manual version

Leads arrive faster than they can be qualified. Attribution is argued about, not measured. Handoffs to sales lose context and the SLA is a spreadsheet nobody trusts.

What we typically ship

  • Real-time scoring with explanations sales accept
  • Enrichment and de-duplication on entry
  • Routing with SLA timers and escalation
  • Campaign-to-pipeline attribution kept current

Revenue operations

03 / 04

RevOps · Sales ops · Data

The manual version

RevOps is the human glue between systems. Every process change means a new workflow to maintain, every data problem lands on the same three people.

What we typically ship

  • CRM hygiene as a continuous background process
  • Territory and capacity-aware assignment
  • Warehouse-backed reporting that matches the CRM
  • Change management with rollback and audit

Customer success

04 / 04

CSMs · Account management

The manual version

Renewal risk shows up late. Usage signals sit in a product database no one has time to check. Expansion opportunities are discovered by accident.

What we typically ship

  • Health scoring from product usage and support signals
  • Renewal risk flagged 90 days out, with the reason
  • Expansion triggers routed to the right owner
  • Inbound support triage into the right queue

07Engagement

Project-based. Owned outright.

No retainers and no platform to get locked into. Every engagement follows the same three stages and ends with a system running inside your own stack.

Full process
  1. 01

    Free assessment

    We sit down with your team, map the current revenue process, stack and data, and write up where agents would remove the most manual work. We also say where they would not help, which matters just as much.

    No cost · No commitment

  2. 02

    Designed system

    A scoped architecture you can read: which agents, what guardrails, which integrations, how it is monitored and which human checkpoints stay in place. Fixed scope, fixed price, agreed before we build.

    Architecture · Scope · Price

  3. 03

    Running in production

    We build it, test it against your real historical data, and ship it into your own accounts. Documentation and a proper handover are part of the job. You own every line of it.

    Deployed · Documented · Owned

08How we build

Six principles we do not negotiate on.

A lot of AI automation fails quietly a few weeks after the demo, because it was built to impress rather than to run. These six rules are how we try to avoid that, and they are the first thing we walk through with you in an assessment.

01 / 06

Systems, not services

A service is a person doing work on your behalf. A system is something that does the work whether or not anyone is watching. We build the second thing. If it needs us in the loop to run, it is not finished.

02 / 06

Narrow agents, composed

One agent that "does sales ops" is a demo. Six agents with one job each, clear contracts between them and a shared event log is infrastructure. We take the boring route because the boring route survives contact with real data.

03 / 06

Your stack, your accounts

Everything runs inside the tools you already pay for: Salesforce, HubSpot, Clay, n8n, Slack, your warehouse. Credentials stay yours. When the project closes, there is nothing to migrate and nobody to ask permission from.

04 / 06

Evidence before automation

Every agent is tested against your historical records before it touches a live one. If it cannot reproduce good human judgement on last quarter, it does not get this quarter.

05 / 06

Humans at the edges

Agents handle volume and consistency. People handle ambiguity, relationships and anything with a real blast radius. Approval gates are a design feature, not an admission of failure.

06 / 06

Ownership is the deliverable

Code, prompts, evals, runbooks and dashboards are handed over documented and versioned. Your team can read them, change them and switch off any part. No retainer is required to keep the lights on.

Next step

Start with a free assessment.

Tell us about your stack and where the manual work piles up. We will come back with a written view of what to automate first, and what is honestly better left alone.

Book the assessment

No cost · No commitment · Written output