# Panoramica Solutions > AI revenue systems for B2B revenue teams, built into the client's accounts and run by Panoramica, with the client's people in the loop: they brief the work, edit it and approve it, and every edit makes the next draft better. Products already built: data foundation, Client Discovery, Marketing Studio, Goldmine, The Brief, Deal intelligence, Sales answers and data consolidation; anything else is a custom implementation. Engagements start with a free scoping call. Panoramica Solutions is run by Lorenzo Liviero, a RevOps operator, and has built 20+ AI and revenue projects since 2025. Products are set up for a fee, then run by Panoramica on an annual licence that covers the engine, support and the monthly work. Pricing is on request. Systems that touch client records run in the client's own accounts; marketing content and outbound run on Panoramica's platform. Clients own their data, configuration and outputs; the Panoramica engine is licensed. ## Services - [All services](https://www.panoramica.solutions/services): Every product in one stack, by layer. - [Custom implementation](https://www.panoramica.solutions/custom-implementation): Where no brick fits, we build AI into your revenue process around how your team works. Custom scope. - [Marketing Studio](https://www.panoramica.solutions/the-studio): Campaign assets and videos in your brand, checked against your rules before they reach your approver. Pricing on request. - [GTM Architect](https://www.panoramica.solutions/gtm-architect): Research, scored lists and sequences, with every message approved before it is sent. Pricing on request. - [Data foundation](https://www.panoramica.solutions/database): A clean, scored client pool, loaded into your CRM. Custom scope. - [Data integration](https://www.panoramica.solutions/data-integration): Your CRM, inbox, calendar and calls connected, so every record updates itself. Custom scope. - [Client Discovery](https://www.panoramica.solutions/discovery-engine): Clients brief you before the first meeting. Pricing on request. - [Goldmine](https://www.panoramica.solutions/goldmine): A ranked call list every morning, with the reason to call. Pricing on request. - [The Brief](https://www.panoramica.solutions/the-brief): A brief in Gmail before and after every meeting. Pricing on request. - [Deal intelligence](https://www.panoramica.solutions/deal-intelligence): Every open deal, its risk and its next step. Pricing on request. - [Sales answers](https://www.panoramica.solutions/sales-rags): Your sales knowledge, answered in seconds. Pricing on request. - [Data consolidation](https://www.panoramica.solutions/data-consolidation): Every revenue activity in one model, so leadership decides on the full picture. Custom scope. ## Company - [Home](https://www.panoramica.solutions/): What Panoramica does and who it is for. - [About](https://www.panoramica.solutions/about): The founder and how Panoramica works. - [Financial services](https://www.panoramica.solutions/financial-services): The first market: advisers, wealth managers, brokers, lenders and fintechs, with the handbook check, the named approver and client data kept in their own accounts. - [Build your revenue system](https://www.panoramica.solutions/build): Three questions, then up to three builds to start with. No email required. - [Insights](https://www.panoramica.solutions/insights): Articles on RevOps, AI with people in the loop, and pipeline. ## Articles - [What is RevOps, and when does a business need it?](https://www.panoramica.solutions/what-is-revops): RevOps runs marketing, sales and customer success as one system. What it covers, how it differs from sales ops, and the signs a business needs it. - [Research agents: the bridge between your CRM and what's happening](https://www.panoramica.solutions/research-agents-bridge): Your CRM knows what happened. It has no idea what is happening right now at the account. Research agents close that gap, if you build the bridge correctly. - [CRM intelligence: the missing layer between pipeline and closure](https://www.panoramica.solutions/crm-intelligence-pipeline-closure): Most CRMs store history, and few tell reps what to do next. This piece covers what CRM intelligence requires and why so many pipeline reviews turn into data archaeology. - [Build vs configure: why some revenue problems need custom software](https://www.panoramica.solutions/build-vs-configure-custom-software): Every RevOps stack eventually hits a wall that no amount of configuration can fix. This piece covers how to tell when the answer is custom software instead of another integration. - [Change doesn't scale: managing RevOps transformation at every stage of growth](https://www.panoramica.solutions/change-management-organisation-size): Change management fails differently at startups, scale-ups and enterprises. Tactics that work at 20 people can damage trust at 200. This piece covers how to read the room. - [Lifecycle logic: the framework your customer journey is missing](https://www.panoramica.solutions/lifecycle-logic-customer-journey): Most customer journey maps are funnels redrawn. Lifecycle logic starts from the customer's perspective, which changes how you run revenue. - [The death of the funnel: why flywheels win](https://www.panoramica.solutions/revops-strategy-2026): Funnels miss the compounding value of customer retention. This piece covers how to build a revenue flywheel. - [HubSpot vs Salesforce: the 2026 verdict](https://www.panoramica.solutions/hubspot-vs-salesforce): Choosing a CRM is an expensive decision. We compare the pros and cons for scaling SaaS teams. - [Privacy](https://www.panoramica.solutions/privacy) - [Terms](https://www.panoramica.solutions/terms) ## Contact - [Book a call](/discovery)