Process IQ Automation

Automation Applied.
For boundless growth.

From cloud-level CRM architecture to automated operations and scalable growth funnels — we build and automate the modern business engine.

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SOC 2 Compliant
1-Day Response SLA
Senior-Only Delivery
0
M+
Revenue Attributed
0
×
Avg. ROAS Lift
0
%
CRM Accuracy
Live Architecture Monitor
12:00:00
Salesforce CRM
→
Meta Ads API
→
RPA Engine
Signals Live
2,847
Automations
142
CRM Sync94%
Ads ROAS3.1×
Automation78%
Lead Injection PipelineRUNNING
Ads Attribution SyncSYNCING
Revenue Report BuildSCHEDULED
New lead injected into Salesforce
$4M+
Revenue Attributed
Across active client portfolios
142
Automations Deployed
Live RPA workflows
3.1×
Average ROAS Lift
Post-architecture baseline
98%
CRM Data Accuracy
Post-unification average
Process IQ

Built on Automation.
Designed for impact.

From CRM systems that learn to RPA bots that act, Process IQ solutions reimagine the enterprise — creating an intelligent, automated foundation for lasting business impact.

Explore our solutions
IQ

CRM Architecture

+

CRM Architecture

Full pipeline visibility — 98% data accuracy, zero silos.

→

RPA Automation

+

RPA Automation

78% of manual ops replaced — bottlenecks eliminated from lead routing to compliance.

→

Growth Funnels

+

Growth Funnels

3.1× average ROAS lift — every ad dollar traced to revenue.

→

Revenue Ops

+

Revenue Ops

One revenue view, zero blind spots — −55% reporting overhead.

→
Client Impact

Building systems that will last.

Together with our clients, we're shaping an enduring, automation-powered future for businesses and revenue teams.

View more
Series B SaaS
Pipeline Acceleration
Scaled from $5M to $18M ARR with unified CRM + Ads attribution.
+42%
SQL Speed
3.1×
ROAS
−68%
Manual Ops
Enterprise B2B
Revenue Attribution
92% attribution accuracy for 200-person professional services firm.
92%
Attribution
−55%
Reporting
100%
Pipeline
Logistics Co.
Automation Overhaul
14 manual workflows replaced across 3 enterprise systems in 6 weeks.
78%
Automated
4.2×
Speed
+38%
Velocity
Read the full case study
News & Insights

In and around Process IQ

Process IQ Newsroom
10 Jun, 2026
CRM Architecture
How to Unify Your CRM and Ad Spend in 30 Days
A step-by-step framework for connecting Salesforce to Google and Meta Ads attribution.
Read more
5 May, 2026
RPA Automation
The True Cost of Manual Operations in B2B
How much is manual data entry and lead routing actually costing your business?
Read more
30 Apr, 2026
Revenue Ops
Salesforce vs HubSpot: Which CRM Architecture Scales Better?
A practical comparison based on real implementation experience, not vendor marketing.
Read more
Start Your Blueprint

Book a consultation.

Get a unified architecture blueprint tailored to your revenue goals. A senior architect reviews your stack and delivers a prioritized roadmap within one business day.

Unified stack audit
CRM, Ads, and Automation gap analysis across your entire revenue stack.
Custom architecture blueprint
System design built for your tech stack, team size, and revenue goals.
Prioritized 90-day roadmap
Sequenced execution plan with clear milestones and revenue benchmarks.
Request your consultation
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