Loop 03 · Expand · Agentic CRM

A pipeline that works itself.

Your CRM is a filing cabinet that reps update under duress. Allometry scores every account on margin and expansion, runs the sequence, and writes the result back — so the record is true without anyone maintaining it.

Book a demo → See the orchestration Bi-directional with your CRM
POST /v1/sequences/run200 OK · 19ms
Autonomous run · today
128 accounts scored
$3.1Mweighted pipeline
Scored & ranked128auto
Sequences started41on-brand
Written back to CRM128fields synced
Walk-aways flagged17rep hours saved
92Top pulse
Ranked on margin, not deal size
Next action written to the owner's queue
Every touch logged to the address
Synced · 128 accounts
128
Accounts scored
daily
41
Sequences run
autonomously
Occupancy
The lead worth the
capacity you have left
0
Manual CRM
hygiene
Agentic CRM · the Expand loop, running as one motion
Outbound ABM Deal Room Customer Health Demand Forecasting
The stakes · The CRM tax

The CRM is only as true as the least motivated rep.

You pay for a system of record, then pay again in rep hours to keep it honest — and it still can't tell you which account is worth a quarter. Records should be a by-product of the work, not a chore beside it.

✗ Legacy CRM
  • Ranked by deal size and rep optimism
  • Stage is whatever someone last remembered to set
  • Sequences run on persona guesses, not delivered margin
  • No idea what the account costs to serve
✓ Agentic CRM
  • Ranked on margin today × expansion tomorrow
  • Stage derived from signals, written back automatically
  • Sequences keyed to what actually converted nearby
  • Cost-to-serve on the record before the first call
Step 01 · Write-back

Your CRM, kept honest for you.

Allometry doesn't replace Salesforce or HubSpot — it corrects them. Scores, next actions, cost-to-serve, and derived stage land on the records your reps already work in.

  • Bi-directional sync with Salesforce, HubSpot, Dynamics
  • Derived fields, so reps read rather than maintain
  • Every write is attributed and reversible
See the Substrate →
Account · Apex Networkssynced
Your CRM · before
stageDiscovery
value$250,000
cost_to_serve
next_action
After Allometry
stageQuote issued
value$214,000
cost_to_serve$141,200
next_actionChase · expand 3
Step 02 · Signals

Targeting learned from your own wins.

Not firmographics. The Expand loop reads which addresses actually delivered margin, finds the unbuilt ones that resemble them, and puts those at the top of the queue.

  • Lookalikes built from realized margin, not industry codes
  • Occupancy headroom at the serving asset as an input
  • Every win and loss retrains the next score
See the Expand loop →
Signal → booked19ms
1Signal detectedpermit · hire · usage · RFP3ms
2Account scoredmargin now × expansion next5ms
3Sequence selectedwhat converted nearby4ms
4Quote requestedhanded to the Price loop4ms
5Booked & written backcontract re-enters the spine3ms
The primitive · Sequence orchestration

One motion, with a branch for reality.

Sequences aren't linear because accounts aren't. The swarm decides at each step whether to advance, expand, hold, or walk away — and the decision is always traceable to a signal.

Signal permit · hire · usage Score now × next Chase hard best rep · this week Fill now capacity already paid Build next underwrite new site Walk away automate the touch BRANCH Booked → spine ✓ WRITTEN BACK
Signal
Permits, hires, usage spikes and RFPs land in one queue.
Score
Margin today against expansion potential, per address.
Branch
Chase, fill, build or walk — decided, not guessed.
Booked
The executed contract re-enters the spine as truth.
Category · ABM × CPQ for physical revenue

Legacy CRM records. We decide.

DimensionLegacy CRMAgentic CRM
Data entryRep responsibilityDerived & written back
RankingDeal sizeMargin now × expansion next
TargetingFirmographicsYour own realized margin
Cost-to-serveNot modelledOn the record pre-call
Walk-away signalNoneExplicit, with reasoning
GranularityAccountAddress & asset
The operating system · eight motions · six flagships
See it on your pipeline

Let us re-rank your open pipeline.

Export your open opportunities. We'll score each on margin today against expansion potential, hand back a ranked queue with reasoning, and show you what we'd write to your CRM.

Book a demo → Back to the Expand loop 30 min · read-only export