Works with your CRM
The governed AI control layer for your revenue stack
Keep the CRM your team already uses. Alegria RevOps turns its signals into evidence-backed actions, requires approval before sensitive changes, and proves the return of every automation.
No credit card required · Demo tenant preloaded · SOC-ready audit logging
Approval before action
Review the evidence and exact CRM change before AI writes anything back.
ROI attached to every run
Track hours saved, AI spend, and influenced revenue with auditable evidence.
Action approval
Salesforce · Northwind Renewal
Move close date and create follow-up task
Deal activity suggests the buyer’s legal review will extend the cycle by 14 days.
Before
Close date · Oct 18
No follow-up task
Proposed
Close date · Nov 1
Legal review follow-up · 2 days
Evidence
- Buyer mentioned two-week legal review in meeting
- No next step logged in Salesforce
- Account owner retains final approval
Time saved
18 min
AI cost
$0.08
Quarter ROI
11.4×
See it in action
An 18-second tour of the operating loop
Pipeline risk scoring, agents with human approvals, and measured automation ROI – the same flow your team runs every day.
New – flagship release
Interactive Reporting: every question answered in seconds
Static dashboards end the conversation. Alegria turns every report into a live surface your whole revenue team can pivot, filter, visualize, save and schedule – on governed, tenant-isolated data. No SQL, no BI licence, no analyst queue.
Live preview – demo data. In your workspace the same controls run on your CRM, meetings and automation data.
Re-pivot on the fly
Swap the X-axis, stack measures and re-sort without waiting on an analyst.
Any visual, one click
Bar, line, area, donut, KPI cards or raw table – the same governed data behind each.
Slice as you think
Search, date ranges, row limits and % share vs amount toggles, applied instantly.
Save & schedule views
Pin a configuration to a report definition and email it nightly to your team.
Build your own reports
Point-and-click builder over whitelisted datasets – no SQL, no data exports.
Tenant-safe by design
Every field is row-level-security scoped to your workspace, always.
How it works
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
One continuous loop, always running
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
Capture from & write back into your tools
Meetings, email and CRM records flow in – approved AI changes flow back out.
Features
Everything a revenue operations team needs to run AI in production
Capture, reasoning, approvals, orchestration, governance and ROI – one control center instead of six disconnected tools.
Governed AI agents
Versioned agents with explicit tool grants, guardrails and per-action approval policies across Gemini, GPT and Claude.
Human-in-the-loop approvals
Every CRM write and outbound email routes through a reviewable approval showing the exact before/after diff.
Deal risk engine
Evidence-backed risk scores and a live risk-alert feed built from stage duration, engagement decay, sponsorship 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.
AI governance console
Risk levels, action policies, review cadence, cost ceilings, audit trails and platform-level tenant administration.
Meeting intelligence
Zoom, Teams, Google Meet, Fireflies and Gong feed transcripts in – agents return summaries, next steps and follow-up drafts linked to the deal.
Forecast scenarios
Model conservative, base and aggressive cases with interactive what-if sliders, quota attainment and AI-written forecast narratives.
Sync health & retries
Per-connector sync timelines, failure alerts, manual resync and automated backoff retries so CRM data never drifts silently.
In-app support module
Raise and track tickets directly inside the workspace with attachments, threaded replies, SLA timers and escalation – no email ping-pong.
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.
Pricing
Priced on seats and agent runs, not on surprises
Every plan includes row-level tenant isolation, audit logging and human-in-the-loop approvals. Model spend is metered transparently against your cost ceiling.
Starter
For a single RevOps owner validating governed automation on real CRM data.
- 10 seats, 3 AI agents, 5 workflows
- 3 integrations (HubSpot, Salesforce or CSV import)
- Pipeline, accounts, contacts and activity workspace
- Agent Studio with tool grants and approval policies
- Approvals queue, automation runs and audit log
- $25 monthly AI credit (Gemini Flash routing)
Professional
For revenue teams running governed automation across the whole funnel.
- 50 seats, 15 AI agents, 30 workflows
- 10 integrations incl. Gmail, Outlook, Slack and n8n webhooks
- Meeting intelligence: Zoom, Teams, Meet, Fireflies, Gong
- Forecast scenarios, risk alerts and AI deal explanations
- Automation ROI ledger, reports and visual analytics
- Sync health with retries, temporary access grants
- $150 monthly AI credit + premium GPT / Claude routing
Enterprise
Custom annual contract negotiated with our sales team for multi-region revenue organizations.
- Unlimited seats, agents, workflows and integrations
- Sandbox environment for testing before production
- Platform admin console and cross-tenant oversight
- Custom model routing, cost ceilings and AI governance reviews
- Multi-language interface (EN / FR / ES) and custom retention
- Named success engineer and negotiated annual pricing
Custom yearly contract – provisioned by our team.
Trust & security
A zero-data-access architecture built for enterprise confidence
Your data stays strictly confined to the authorized users inside your organization. Alegria RevOps cannot access, read or view your client environments. We never browse your CRM records, meeting transcripts, emails or pipeline – the platform operates only as a governed execution layer that your team controls end to end.
Zero data access by us
Alegria RevOps has no internal path to open, inspect or export your workspace. Your records, transcripts and credentials are never viewable by our staff or platform tooling outside the permissions you grant.
Strict user confinement
Every row is scoped to your organization and enforced by PostgreSQL row-level security. Only the members and roles you authorize can read or act on data – no cross-tenant visibility, ever.
No silent observation
Agents run only against the inputs you configure for the task at hand. There is no background scanning, no broad access to your environment, and no model training on your content.
Credentials you control
CRM and notetaker connections are stored per tenant, encrypted at rest with AES-256-GCM, and revocable instantly. Keys are never returned to the browser.
Every action reviewed
Write-backs, emails and workflow triggers route through human approval with a before/after diff, a risk level and an audit record – so nothing touches your systems unseen.
Auditable by design
Agent runs, approvals and changes are logged with the acting user, timestamp and affected record, giving your security team a complete, reconstructable trail.
We do not access or view your client environments. Your data remains yours – isolated, encrypted and under your control.
FAQ
Questions RevOps leaders ask first
Something not covered here? Browse the full answers library of 100 sales and RevOps questions, or write to us and a solutions engineer will answer within one business day.
Put your revenue operations on autopilot – with the pilot still in the seat
Spin up a workspace in minutes, or book a walkthrough of the governance model with our team.