RevOps implementation for financial services and tech
AI-enabled RevOps, built and shipped
We turn manual revenue work into systems your team runs.
- 2025 to 202620+ projects
- Built insideAny CRM and your stack
- VerticalsFinancial services, tech and learning
Built inside the tools you already use
- HubSpot
- Salesforce
- Attio
- Gmail
- Google Calendar
- Aircall
- Your own data
Most revenue teams already pay for the tools they need. The work falls between them: someone copies data across every morning, writes the same email again, and preps each call from scratch. We build the systems that do that work, inside the tools you already have.
From a cold list to a signed client
Each system covers one stretch of that path. Start where yours is slowest.
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Fill the pipeline
Find the right people, then reach them with emails and campaigns written for them.
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Win the conversation
Know who to call next, and what each client cares about before you meet.
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Build and keep it running
Systems shaped around your own process, looked after once they are live.
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Not sure where to start?
Two ways to find the first fix before you commit to a build.
Built in your accounts, then handed over
Everything runs in your own accounts. Nothing sends or publishes until someone on your team approves it.
Audit
We agree which process to fix and what a good result looks like.
Build
We build it inside your CRM, inbox and calendar.
Hand over
Before sign-off you get the documentation, the running costs and full ownership.
Support
If you want it, we keep it running and keep improving it.
About Panoramica
Founder-led, from audit to support
Every engagement is led by founder Lorenzo Liviero, a RevOps operator. He stays on it from the first audit through the build, the handover and the support after it.
What we build is documented and runs in your own tools, so it keeps working without depending on one person.
Questions before you book
Anything else, email Lorenzo.
What is Panoramica Solutions?
Panoramica Solutions builds AI-enabled revenue systems for teams in financial services, technology and learning, inside the tools they already use, and supports them after launch. Every engagement is led by founder Lorenzo Liviero.
Who does Panoramica work with?
Revenue teams in financial services, technology and learning, from growing companies to established firms with years of CRM history.
Which CRMs do you work with?
HubSpot, Salesforce, Attio and others. We build inside the CRM you already use.
Is it a one-off build or ongoing?
Either. Every build has a defined scope and a price agreed up front. After handover, ongoing support keeps it running and improving, if you want it.
Do you publish client names or case studies?
No. Every engagement is different, and client confidentiality is part of the work. The proof on this site is what the builds themselves do, not client names.
How much do the services cost?
Revenue Architect, the self-serve diagnostic, is £149 and live soon. Every other service is priced on request, from the inquiry button on its page.
How do I get started?
Book an audit, where we agree which process to fix first. Or run the free diagnostic (seven questions, no email required) for a first recommendation.
Start here
Find out what to fix first
In the audit we agree which process to fix first and what a good result looks like.