Client portals
Your own branded portal that checks paperwork as it comes in. Your team only sees complete applications.
We build custom software, dashboards, and AI tools that fit how you work, and fix the setup behind your sales.
Built for teams of 5 to 150 people with no full-time RevOps person.Startups and growing companies on tools like HubSpot, Salesforce, Stripe, and Slack.
Your own branded portal that checks paperwork as it comes in. Your team only sees complete applications.
One screen with the numbers you actually run on, pulled live from your CRM, billing, and database.
Chatbots that know your docs and data and give customers and staff the right answer. Each person only sees what they should.
Your tools talk to each other, so data moves on its own and the right person hears about it right away.
Tools built for one job, like a searchable library of every sales call, a collections workstation, or a risk command center.
“…the pricing felt high until we saw the…”
“…main objection was the contract length…”
Cost: money out every month with little to show for it.
Cost: slow decisions and meetings spent arguing over whose spreadsheet is right.
Cost: you're paying people to retype things, and deals slip while they do.
Cost: AI projects that never get past the experiment stage.
RevOps is everything behind how you sell, bill, and keep customers. Most smaller companies have never had anyone in charge of it. We take that on, set it up right, and leave your team with something they can run themselves.
Built on what's already worked for companies like yours.
Simple enough to use without a specialist on staff.
We're around for changes as you grow, no full-time hire needed.
You collect money you're missing. Failed payments, missed renewals, usage you never billed. We find the money slipping through and make sure it actually gets collected.
Your team gets hours back. We automate the copy-paste work between your tools. Your people get back to the jobs you hired them for, and you don't have to hire as fast to grow.
Your software bill shrinks. We find the tools that overlap and the seats nobody uses. We cut those and get more out of what's left before you buy anything new.
You get numbers you can trust. Pipeline, revenue, and retention all come from one place you can trust. You stop arguing over whose report is right and just act.
AI that does real work. We clean up and connect your data first. Then we build AI tools with sensible guardrails that do real work every day instead of stalling out.
Most companies lose money in the gaps between their tools, not inside them. Our audit finds them, and we fix the costly ones first.
New leads reach the right person and get a reply in minutes, while they're still interested.
LeakingA closed deal creates the account, contract, and invoice on its own. Your team stops retyping and gets back to selling.
LeakingProduct usage flows straight into billing, so every overage and upgrade gets invoiced.
LeakingWhen a card declines, retries, reminders, and payment links go out on their own. You collect money you already earned.
LeakingChanges in usage and payments tell you who's likely to leave, while there's still time to keep them.
LeakingWe go through every tool, connection, and report. Then you get a ranked list of what's broken, what it's costing you, and what each fix is worth.
We start with the fixes worth the most and check every change against your real data before calling it done.
We stick around, keep everything running, and build whatever you need next as you grow.
Stackflow Solutions. We build the systems companies use to sell, bill, and keep customers, with experience spanning early-stage startups to high-volume payments platforms. Our work covers RevOps strategy, commission plans, KPIs, sales and account management operations, CRM, integrations, and AI.
When off-the-shelf tools don't fit, we build custom ones around how you actually work. You work directly with the people building your systems, from the first audit to the last launch.
Send us a few lines about your business and what isn't working. We'll get back to you within one business day and tell you if we can help and what an audit would turn up.
We'll reply within one business day. If it's urgent, email [email protected].