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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$47M+
Revenue Attributed
3.1×
Avg. ROAS Lift
98%
CRM Accuracy
Live Architecture Monitor
Salesforce CRM
→
Meta Ads API
→
RPA Engine
Signals Live
2,847
Automations
142
CRM Sync94%
Ads ROAS3.1×
Automation Coverage78%
INTELLIGENT · PRECISE · AUTOMATED
$47M+
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
CRM Architecture
Salesforce design, implementation & optimization.
→
Growth Funnels
Google & Meta Ads with full attribution.
→
RPA Automation
Eliminate manual bottlenecks across your entire stack — from lead routing to compliance reporting.
Learn more →
Revenue Ops
End-to-end RevOps reporting & pipeline visibility.
→
IQ
Client Impact

Building systems that will last.

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

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SaaS Platform
Series B SaaS seamlessly scaled from $5M to $18M ARR with unified CRM + Ads attribution.
SQL creation +42% · ROAS 3.1× · Manual ops −68%
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Enterprise B2B
200-person professional services firm achieved 92% attribution accuracy with full CRM unification.
Reporting overhead −55% · CRM completeness 100%
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Logistics Co.
End-to-end RPA deployment replaced 14 manual workflows across 3 enterprise systems.
Automation rate 78% · Deal cycle 4.2× · Pipeline +38%
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News & Insights

In and around Process IQ

Learn what's happening in automation, CRM, and revenue architecture.

Process IQ Newsroom
19 May, 2026
Process IQ and K2View Partner to Accelerate CRM Automation Through High-Fidelity Data
A new partnership deepening real-time data pipelines for Salesforce CRM clients.
Read more
5 May, 2026
Process IQ Expands SAP RevOps Portfolio with New Acquisition
Strengthening our enterprise revenue operations offering for SAP-native clients.
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30 Apr, 2026
Process IQ Certified as a Great Place to Work for the Second Consecutive Year
Recognizing our culture of innovation, precision, and people-first values.
Read more
Start Your Architecture Blueprint

Book a consultation.

Get a unified architecture blueprint tailored to your revenue goals — no obligation. 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 blueprint
Architecture designed for your tech stack, team size, and revenue goals.
90-day roadmap
Sequenced execution plan with clear milestones and revenue benchmarks.
Request your consultation
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