Falnor / Solutions
Sales operations automation: a CRM that updates itself, with reps in charge
Reps are paid to sell and spend hours on data entry. Notes go in late, deals sit in the wrong stage, quotes wait for a manager. Falnor builds a system on your CRM that keeps records current from the emails and calls that already happen, routes leads under your rules and prepares quotes for approval.
Book a discovery callWhy the CRM is never quite right
A CRM is only as good as the last time someone updated it. When updating is a chore, records drift, forecasts become guesses and leads go to whoever notices them first.
- Contact and deal records are updated from memory at the end of the week.
- Leads are routed by whoever happens to look, so response time varies.
- Quotes and contract terms wait on email threads for sign-off.
What the system does for a sales team
It handles the record-keeping and the routing, and leaves the selling to people. It builds on Salesforce or HubSpot.
Keeps records current
It reads emails and meeting notes, proposes updates to the contact and deal, and applies them under your rules.
Routes leads
New leads are checked for fit and duplicates and assigned by your territory or round-robin rules, with the source recorded.
Prepares quotes
Quotes are drafted from the agreed terms and sent to the approver when they pass your discount limits.
Flags stalled deals
Deals with no activity are listed for the owner with the last contact beside them.
Reps and managers keep the calls
The system starts in shadow, only reading your software and proposing what it would do. It takes over one task at a time, once it is right at least 9 times in 10 on your real cases. Anything unusual, large or hard to undo waits for a named person, and every step is recorded. Nothing goes to a customer without a rep approving it, and discounts beyond your limits wait for a manager.
Works with the software you already use
We build on your own tools instead of asking you to move. Common starting points:
- Salesforce
- HubSpot
- Microsoft Dynamics
- Zendesk
We work with businesses in the US, the UK and Europe.
Questions people ask
Can it update the CRM from emails automatically?
It proposes updates from emails and notes and applies them under your rules. At first they are shown for approval, and routine ones move to automatic once the system is right at least 9 times in 10.
Does it contact prospects?
No. Outreach is a rep decision. The system prepares and records.
Which CRMs does it work with?
Salesforce and HubSpot are the common starting points. Tell us what you use on the discovery call.
How is this different from a workflow tool inside the CRM?
Built-in workflows follow fixed triggers. This reads the unstructured parts, such as emails and notes, and sends unclear cases to a person. See Zapier, Make or n8n vs custom workflows.
How much does it cost?
There is no price list. We map the work first, then you get the scope, timeline and price in writing before anything is built. The automation ROI calculator gives a first view of whether a build pays back.
Which countries do you work in?
We work with businesses in the US, the UK and Europe. The system runs on your own software, so your data stays where it is.