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Custom builds

Built around how your team actually sells

Some revenue problems need their own system. We scope it, build it inside your stack, and hand it over documented, with support after launch if you want it.

Built to move

  • Hours of manual revenue work (target: lower)
  • Tools stitched together by hand (target: lower)
  • Visibility across the pipeline (target: higher)
  • Any part of the revenue processAgents, integrations, internal tools, data pipelines and dashboards.
  • Inside your stackBuilt on your CRM, your cloud and your accounts.
  • Scoped before we buildA fixed scope and price agreed up front, then a documented handover.

From a manual process to a system your team runs

We map the process as it runs today, agree what the system has to do, then build and hand it over in stages.

Custom buildScope, before any build

Today, by hand

  1. Export accounts from the CRM
  2. Research each one in browser tabs
  3. Copy what matters into a sheet
  4. Write each follow-up by hand
  5. Update the CRM, when someone remembers

The system we scope

  1. Reads accounts straight from the CRM
  2. Researches each one automatically
  3. Scores and drafts in one pass
  4. A person approves before anything sends
  5. Writes every result back to the CRM
  1. MapThe process as it runs today
  2. ScopeWhat it must do, fixed before we build
  3. BuildInside your stack, in stages
  4. Hand overDocumented, with running costs
  5. SupportIf you want us to stay on

Built with

  • HubSpot
  • Salesforce
  • Attio
  • Google Workspace
  • Aircall
  • Gemini
  • Anthropic
  • Next.js
  • PostgreSQL

The build, at a glance

Every custom build follows the same shape, whatever it does.

Inputs

  • Your systemsCRM, inbox, calendar, call data
  • Your processHow the work is done today
  • The outcomeWhat the system has to change

Engine

  • The buildAgents, integrations, internal tools
  • Checks and approvalsRules, and a person signing off where it matters
  • Readable logicRules your team can inspect

Outputs

  • A working systemRunning in your stack
  • DocumentationHow it works and how to run it
  • Running costsKnown before launch

Controls

  • You own itYour accounts, your code, your data
  • Staged deliveryChecked with you at every stage
  • Support after launchOptional ongoing support

What we need from you

  • An owner for the process on your side
  • Access to the systems the build touches
  • Time to walk us through the process as it runs today

Not included

  • Work outside revenue operations
  • Outcome guarantees
  • Hosting on a Panoramica platform: it runs in your accounts

Does it fit?

Which of these are true for you?

Tick the ones that apply to see a verdict.

Not yet if the process still changes week to week. Map it first, or start with the free diagnostic.

Book a scoping call (opens in a new tab)

Price

Pricing

Pricing on request

Scoped to the process and the systems involved.

Inquire about pricing

How it starts

  1. Book a scoping call
  2. We map the process and agree the scope
  3. You get a fixed scope and price before any build

Common questions

What can you build?

Anything in the revenue process: AI agents, CRM integrations, internal tools, data pipelines and dashboards, built inside your stack.

How is it priced?

A fixed scope and price, agreed before any build, based on the process and the systems involved. Inquire about pricing to start.

Who owns what you build?

You do. It runs in your accounts, and you get the documentation to run it.

What happens after launch?

You run it yourselves, or keep us on through ongoing support.

Custom buildsPricing on request

Book a scoping call (opens in a new tab)