How Alegria RevOps works
Alegria RevOps sits on top of the revenue stack you already run. It observes CRM, email and meeting activity, recommends evidence-backed actions with human approval, writes changes back to your systems, and measures the return — four steps, one continuous loop.
Four steps from connected CRM to auditable automation
Connect your revenue stack
OAuth into HubSpot or Salesforce, add an API key for Pipedrive or Close, or import a CSV. Alegria RevOps syncs accounts, contacts, opportunities and activities into a tenant-isolated workspace.
Deploy governed agents
Pick an agent template, grant explicit tools, set a risk level and an approval policy. Every agent inherits the permissions of the role that runs it – never more.
Review, approve, act
Agents propose CRM writes, emails and workflow triggers with before/after values and evidence. Approve in one click, or let low-risk actions run autonomously.
Measure the return
Hours saved, AI spend and influenced revenue roll up into the ROI ledger, each figure labelled measured, estimated or attributed.
The operating loop
Every signal your revenue stack produces travels the same governed path — and each pass makes the next one sharper.
- 01ObserveMeetings, email, CRM
- 02UnderstandSignals into context
- 03RecommendEvidence-backed actions
- 04ApproveHuman in the loop
- 05ActWrite back & trigger
- 06MeasureHours, spend, revenue
- 07LearnTune the next pass
What makes the loop governed
Tenant isolation
Every record carries an organization id and is protected by PostgreSQL row level security — never frontend filtering.
Least privilege
Nine built-in roles map to granular permissions. Agents inherit permissions, they never exceed them.
Explainability
Every AI action stores input, output, evidence, permission check, risk level, approval state and an audit record.
What agents actually do
Governed AI agents
Versioned agents with explicit tool grants, guardrails and per-action approval policies across Gemini, GPT and Claude.
Deal risk engine
Evidence-backed risk scores and a live risk-alert feed built from stage duration, engagement decay and CRM completeness.
Workflow orchestration
Versioned multi-step workflows with n8n-compatible inbound webhooks and outbound event triggers.
Automation ROI ledger
Hours saved, AI cost and revenue impact per agent, per workflow, per quarter — with the evidence attached.
Human-in-the-loop approvals
Every CRM write and outbound email routes through a reviewable approval showing the exact before/after diff.
Forecast scenarios
Model conservative, base and aggressive cases with interactive what-if sliders and AI-written forecast narratives.