Outcomes Live Demo Industries Personas Workshops Resources Book a call with us
For CMOs & CROs scaling past $50M ARR
↓ what your board actually buys

We help build
Secure Agentic Loops
for Pipeline & Revenue growth

Agentic Platform as a Service to hit your revenue & pipeline targets.

We rebuild your Martech & GTM stack as a system of AI agents tied to one number: attributed pipeline. Live in your CRM by day 90 — or next month is free.

A productized agent platform — strategized, built and tuned by our team. Loops of agents across sales & marketing that compound pipe quarter after quarter. No code, no integrations from scratch, no babysitting.

2.8× Pipe per $ vs. prior agency · 24 engagements
90 days From kickoff to attributed pipe in CRM
SOC 2 II + GDPR · DPA · holdout-validated
Q1 · Revenue System Live
Marketing-sourced pipe
$20M+
↑ 184% YoY · attributed
CAC payback
9.4mo
↓ from 17.2 mo
Campaign to Cash Loop closes weekly
📣Campaign
🧲Capture
Convert
🏁Close
💰Cash
Feedback signal + Pipeline · − CAC
Right Fit

Three of four? Book the call.

10-second self-qualify ↘
▸ scale $50M+ ARR you defend to a board.
▸ surface area 3+ tools A martech stack that doesn't talk.
▸ team 10+ ops Marketing + RevOps + SDR in place.
▸ momentum Series C+ A growth target you owe next quarter.
FitCMO or CRO with budget and a number to hit. Not yetSub-$10M, leads in spreadsheets, or shopping for a logo.
Outcomes, not anecdotes

Three CMOs. Three quarters. One number.

ROI across the stack

▣ Featured · Series C SaaS · $80M ARR
Atlas Data
+$4.2M
Marketing-sourced ARR · 2 quarters post go-live
−47%
CAC
9 mo
Payback
−6
SaaS retired
3.1×
Pipe / $

"My CFO stopped asking me to defend marketing in QBR. The number is in the CRM, the holdout is in the readout, the line goes up. We retired six tools and got a system."

— Priya N. · CMO · Atlas Data
▣ DevTools · Series B
Hexlane
2.6×
Pipeline coverage in 90 days
+$3.1M
New pipeline
+$680K
Expansion ARR
4.3×
ROI / mktg $
−70%
AE-prep time

"We replaced the entire outbound stack and our SDR pod actually likes the briefs they get now. AE-prep time down 70%."

— Marcus T. · CRO · Hexlane
▣ Fintech · $120M ARR
Northway
−$1.4M
Annual martech spend retired
+34%
Pipeline lift
+$2.2M
Expansion ARR
5.8×
ROI / mktg $
11 mo
Payback

"I'd been told to consolidate the stack for two years. Pipelinestack actually did it and showed me the pipe didn't drop. It went up."

— Elena R. · VP Growth · Northway
See it live

One engine. Every workflow.

Four loops — Capture, Route, Close, Learn — one closed engine. Watch each loop run.

Click any loop, module chip, or the Personalization / GTM cards to explore · or open the full interactive demo →

app.pipelinestack.ai
01 · Capture
Signal Pipeline
01 · Capture

Every signal, caught and scored

Event attendance, webinar signups, streamed buying signals — gated at the source and scored on arrival. Nothing enters the loop unverified.

Events → RevenueIntent SignalsCommand Center
Lead Routing
02 · Route

The best-fit rep, with the brief attached

Each caught account is routed by industry fit, live capacity and win rate — and lands with an auto-generated context brief, so no rep ever dials cold.

Lead RoutingAccount Intel
Deal Monitoring
03 · Close

No deal goes quiet

The engine watches every reached deal, flags the ones stalling, and fires the follow-up — landing page, per-persona emails, exec briefing — before the forecast becomes fiction.

Deal MonitoringPersonalizationDeals to close
Deals to close
04 · Learn

Every win retrains the loop

Closed-won outcomes feed back into the scorer, so the next lookalike scores higher — and the forecast you take to the CFO gets more defensible every quarter.

Campaign → RevenueGTM Assessor
app.pipelinestack.ai
01 · Capture

Every signal, caught and scored

Event attendance, webinar signups, streamed buying signals — gated at the source and scored on arrival. Nothing enters the loop unverified.

Events → RevenueSignal Pipeline
02 · Route

The best-fit rep, with the brief attached

Each caught account is routed by industry fit, live capacity and win rate — and lands with an auto-generated context brief, so no rep ever dials cold.

Lead RoutingAccount Intel
03 · Close

No deal goes quiet

The engine watches every reached deal, flags the ones stalling, and fires the follow-up — landing page, per-persona emails, exec briefing — before the forecast becomes fiction.

Deal MonitoringPersonalizationDeals to close
04 · Learn

Every win retrains the loop

Closed-won outcomes feed back into the scorer, so the next lookalike scores higher — and the forecast you take to the CFO gets more defensible every quarter.

Campaign → RevenueGTM Assessor
app.pipelinestack.ai
Command Center — one view of the whole engine Events to Revenue workflow Lead Routing rep board Deal Monitoring — deals going quiet Account Intel contextual brief Account Intel brief library Deals to close — closed-won monitor Personalization campaign builder Signal Pipeline — bulk-load signals Campaign to Revenue planner GTM Assessor — stack diagnosis
Command Center
Command Center
00 · Command Center

The whole engine, one view

The most urgent action is always on top — everything else one click away. When nothing needs you, it tells you so.

Events to Revenue
01 · Events → Revenue

Event attendance becomes pipeline

Turns event and webinar attendance into warm, followed-up pipeline — every prospect reached inside 48 hours, before the lead goes cold.

Lead Routing
03 · Lead Routing

Every prospect to the best-fit rep

Assigns each caught prospect by industry fit, live capacity and win rate — in real time. Keep the board balanced; rebalance when a rep is overloaded.

Deal Monitoring
04 · Deal Monitoring

Catch deals before they go quiet

Watches every reached deal and flags the ones stalling, so the forecast stops being fiction. Nudge or escalate before they die.

Account Intel brief
05 · Account Intel

A contextual brief for every account

Why they crossed the line, the signals that fired, and the dual-motion dispatch — marketing warm-up and sales alert — all in one place.

Brief library
05 · Account Intel · Library

Read the brief before any call

Every account the engine catches gets an auto-generated context brief — funding, hiring, stack, news — so no rep ever dials cold.

Deals to close
05 · Account Intel · Deals to close

Every win retrains the scorer

A closed-won monitor that feeds outcomes back into the model — the next lookalike scores higher. That's the closed-loop moat.

Personalization
06 · Personalization

A full campaign in one pass

Landing page, per-persona emails, an event invite and an executive briefing PDF — all personalized to each high-intent account.

Signal Pipeline
07 · Signal Pipeline

Every signal, gated and scored

Bulk-load or stream buying signals. The gate blocks anything whose source isn't connected — that's the control working, not a bug.

Campaign to Revenue
08 · Campaign → Revenue

A forecast you can take to the CFO

Turn a budget into a defensible pipeline and revenue forecast — with ROAS and per-channel attribution modelled before you spend.

GTM Assessor
10 · GTM Assessor

Diagnose any GTM stack

Type any company's website — Pipelinestack scores stack maturity, finds the gaps, and prescribes the highest-impact loops to build.

Security & compliance, wired into every loop

Every agent loop runs inside the controls your security team already audits — data minimized, access scoped, every action logged. Each one maps to the standards your buyers and legal team ask about.

Data residency & minimization GDPR · PDPA

Regional storage. Each loop reads only the fields it needs — nothing extra leaves your systems.

Consent & lawful basis GDPR · PDPA

Purpose limitation enforced at ingest. The signal gate blocks any source without a lawful basis.

PII handling & redaction SOC 2

Field allow-lists and tokenization — PII never enters a model prompt.

Access & least privilege SOC 2 · ISO 27001

Scoped, rotating credentials per loop. Role-based access on every surface.

Encryption & keys TLS 1.2+ · AES-256

Encrypted in transit and at rest. Keys managed in your cloud or ours (BYOK).

Audit trail & attribution SOC 2

Every agent decision logged, immutable and attributable — export-ready for your auditor.

Erasure & retention GDPR · PDPA · CCPA

DSAR-ready. Configurable retention with cascade delete across the whole loop.

Subprocessor governance DPA · ISO 27001

DPAs on file, subprocessor SOC 2 reports reviewed, breach-notification SLAs in every contract.

Compliance stack

⦈ reports under NDA
SOC 2 Type II GDPR PDPA ISO 27001 CCPA

Where each control sits in the loop

🛂

Ingest gate

consent + lawful basis · GDPR · PDPA

🔐

Data layer

PII redaction · residency · AES-256 · SOC 2

🧠

Agent runtime

least-privilege creds · no PII in prompts

👤

Write gate

human review · idempotent, reversible writes

🧾

Audit log

immutable · attributable · export-ready · SOC 2

How the number compounds

Each result feeds the next. That's the loop.

A campaign isn't a one-off send — it's a loop. Outputs feed inputs, every won and lost deal teaches the targeting, and the dashed arc is the ROI signal returning to the top to sharpen the next cycle. Quarter three is smarter than quarter one, automatically. Four of the twelve loops a CMO runs from day one:

Deploy your first loop

1 · ICP Sharpening

closes weekly
For the CRO whose SDRs are working a stale list. Every closed deal — won or lost — teaches the targeting model who to chase next. The list literally rewrites itself.
⚖️Win/Losslearn
🎯Account Priotarget
🚀Outboundengage
Convertclose
🏁Closed dealsoutcome
ROI signal · win rate · CAC · ICP fit
moveswin rate ↑ · CAC ↓
Deploy loop

2 · Campaign-to-Cash

closes hourly
For the CMO defending channel mix in budget review. Every dollar of spend traced to pipeline, then auto-reallocated. Budget moves toward what actually books meetings.
📣Campaignlaunch
💸Paid + Digitalspend
Convertmeasure
🔮Attributionverify
💰Budget Optreallocate
ROI signal · $ per SQL by channel
movespipe per $ ↑
Deploy loop

3 · ABM Land

closes per acct
For the CRO chasing 50 tier-1 accounts at once. From named list to first meeting, every touch personalised. Brand air-cover shapes; enablement walks your AE in with the right story.
🎯Account Priopick
🎨Brandads
🎯ABM Campsurround
🤖Seq Orchbook
📋Pre-Callbrief
ROI signal · meetings per tier-1 acct
movestier-1 meetings ↑
Deploy loop

4 · Event-to-Revenue

closes per event
For the CMO with 6-figure event spend and no ARR to show for it. The booth conversation no longer dies in a spreadsheet. Hand-shakes become stage-3 deals.
🎪Eventsplan
🎨Boothbrand
🔗Follow-upengage
🤖Seq Orchnurture
Next Stepprogress
ROI signal · event-sourced ARR
moves$ per event ↑
Deploy loop

5 · Revenue Intelligence

closes continuous
For the CRO forecasting on gut while five systems each tell a different story. Web visits rising, trial usage spiking, a new CRO hired, competitors researched — four silos correlated into one call: the buying window is open. The signal every other loop runs on.
📡Signalscollect
🔗Correlateconnect
🚀Actlaunch
🧠Learnsharpen
🎯Buying windowoutcome
ROI signal · one correlated buying call
movesone buying signal
Deploy loop

6 · Pipeline Coverage

closes weekly
For the CRO who spots the coverage gap the week the quarter closes. AI flags APAC Enterprise $22M short while North America runs healthy — then fires ABM, an SDR swarm and exec outreach at Tier-1 accounts until the ratio recovers.
🎯Targetset
📉Gap Detectdetect
🚀Playsact
🔄Recalcrecalc
📈Coverageoutcome
ROI signal · coverage 2.4× → 4.2×
movescoverage ratio ↑
Deploy loop

7 · Sales–Marketing Alignment

closes per campaign
For the CMO and CRO running two different account lists. Marketing shares the Q3 activity calendar; sales nominates 40 target accounts into the upcoming plays; both run the same list and track expected vs. actual pipeline per play.
📅Calendarshare
📝Nominatepick
🚀Playsexecute
🤝Reviewalign
📊Plan vs actualoutcome
ROI signal · expected vs. actual pipe
movesnominated-acct pipe ↑
Deploy loop

8 · Tiered Account Coverage

closes per acct
For the CRO spreading reps evenly across accounts that don't convert evenly. A Tier-1 fintech shows 6 intent signals and 3 buying-committee members active; the loop assigns an exec sponsor, launches ABM and prioritises SDR outreach to match.
🧮Fit Scorescore
🏷️Tierrank
👥Resourceassign
🔧Refinesharpen
💎Rev / tieroutcome
ROI signal · revenue per tier
moveseffort follows fit
Deploy loop

9 · Pipeline Acceleration

closes per opp
For the CRO who learns a deal stalled on the forecast call. No exec touch for 21 days and procurement stuck at 42 vs. a 14-day norm — the loop arms a CIO briefing and an escalation before it ever reaches the forecast.
👀Velocitywatch
🚩Stallflag
🚀Next Stepact
🧠Learnsharpen
⏱️Cycle timeoutcome
ROI signal · days-in-stage −20%
movescycle time ↓
Deploy loop

10 · Expansion Flywheel

closes monthly
For the CRO leaving net-new ARR in the install base while chasing cold logos. A healthy account hits 90% license utilisation and resembles your best Product-B customers; the loop briefs the CSM and triggers cross-sell before the customer asks.
📡Usagesense
📈Ripedetect
🎯Playplay
🌱Growexpand
💰Expansion ARRoutcome
ROI signal · 30–40% of growth from expansion
movesexpansion ARR ↑
Deploy loop

11 · Onboarding → Adoption

closes day 30–45
For the CRO watching a signed deal quietly fail to activate. A $150K deal targets 10 active users in 30 days; by day 21 only 2 are active. The loop fires an exec escalation, a workshop and an adoption campaign — 14 active by day 45.
🚀Onboardstart
📊Healthmonitor
🛟Intervenesave
Adoptactivate
⏱️Time to valueoutcome
ROI signal · 2 → 14 active by day 45
movestime to value ↓
Deploy loop

12 · Customer Expansion

closes continuous
For the CRO whose best growth is hiding in renewals. License utilisation hits 95%; the loop scores a high-confidence expansion and auto-generates the EBR, ROI report and proposal — $150K grows to $220K ARR, with cross-sell adding $80K.
📡Usagesense
🧮Propensityscore
💬Engagework
🌱Expandclose
💰NRR >120%outcome
ROI signal · NRR > 120%
movesexpansion ARR ↑
Deploy loop
+ more loops — content engine · brand-to-ROI · trial-to-paid · paid ads · LinkedIn budget control · visit-to-discount · win-back… Browse the full catalog
↓ 30 min · no slides · no sales engineer
Book a call with us

Bring your pipeline number. If we can't show you a win in 30 minutes, we won't pitch.

Book a call ★ 30 min, no slides

Two senior strategists map two agentic loops against your real CAC and top line items — live, on the call. No deck. No nurture sequence. One follow-up email. You'll know inside the half hour whether this moves your number.

You'll meet Maya, Jules or Ari
Founding strategists · ex-Segment, HubSpot, Drift

Tell us about your pipeline

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