AI Operations · Washington D.C.

We automate
the work your team
is too expensive
to keep doing.

Nirvana Solutions designs and deploys AI agent systems for B2B companies running Salesforce and HubSpot. We go deep into one painful workflow, build an agent system with defined roles and measurable SLAs, and deliver results — not infrastructure for you to figure out later.

"The kind of systems work that used to take an enterprise team."

40+
hours freed per week, one engagement
94%
CRM error reduction, national nonprofit
18→4
days to onboard a partner, payment tech company
34%
increase in contact-to-application rate

"Delivered an enterprise-grade automation system that our internal team would have taken months to build. Zero disruption to our live environment."

VP Operations, Regional Lending Firm
Revenue Operations
Outbound Automation
CRM Architecture
Systems Integration
Workflow Automation
Salesforce · HubSpot
Fortune 500 Pedigree
AI Lead Scoring
Pipeline Automation
Revenue Operations
Outbound Automation
CRM Architecture
Systems Integration
Workflow Automation
Salesforce · HubSpot
Fortune 500 Pedigree
AI Lead Scoring
Pipeline Automation

The platforms give you infrastructure. The agencies give you Zapier in disguise. Neither one builds an opinionated system with defined agent roles, measurable SLAs, and someone accountable for the outcome. That's the gap. That's what we fill.

Generic Automation
Zapier, Make, and off-the-shelf tools
  • Trigger-action chains that break when your data does
  • No understanding of your CRM's logic or history
  • Requires constant maintenance from whoever set it up
  • Solves one task, creates three new ones
  • No human accountable when something goes wrong
vs.
Nirvana Solutions
AI agent systems built inside your actual stack
  • Native Salesforce Flows, Apex, and HubSpot workflows — not middleware
  • Designed around your data model and business logic
  • Built to last by the architect who scoped it
  • End-to-end workflow ownership with measurable outcomes
  • One person accountable: the principal who built it

We don't build automations. We build agent systems.

Every engagement is a coordinated set of AI agents with defined roles — not a pile of zaps. Each one watches, analyzes, acts, and reports. Together they run a workflow that used to require a person.

Role 01
👁️
Observer

Monitors your CRM, pipeline, inbox, or ops system in real time. Detects patterns, flags anomalies, and triggers the next agent when conditions are met.

Role 02
🔍
Diagnoser

Clusters errors, lead behavior, or workflow failures into patterns. Identifies root causes — not just symptoms — and decides what action is needed.

Role 03
⚙️
Executor

Takes the action — sends the email, updates the record, routes the lead, triggers the sequence, or escalates to a human with full context already written.

Role 04
📊
Reporter

Writes the performance summary. Hours saved, deals accelerated, errors resolved, sequences sent. You see exactly what ran, why it ran, and what it produced.

💡

This is the gap in the market: Platforms like Vellum, n8n, and Zapier give you the infrastructure. Nobody delivers opinionated, pre-built agent systems with defined roles and measurable SLAs for Salesforce and HubSpot environments. That's what we build. That's the only thing we build.

Industries where the ROI is obvious.

🏦
Financial Services
Mortgage · Lending · Payments
🔧
Field Service
Equipment · Maintenance · FSL
🏢
B2B SaaS
RevOps · Pipeline · Outbound
🌐
Nonprofits
Donor Ops · Programs · Grants
🤝
Professional Services
Consulting · Legal · Staffing

Results, not retainers.

01 — National Nonprofit
CRM Integration Rescue

A national nonprofit was running Salesforce and HubSpot simultaneously with 19,000+ data sync errors and no reliable source of truth. Donor records, campaign data, and program metrics were all out of sync.

Result
94% reduction in integration errors. 40+ hours/week freed from manual reconciliation. Clean data pipeline in 8 weeks.
HubSpot + Salesforce Integration Architecture
02 — Field Service Company
Scheduling Automation

A field service firm was manually scheduling maintenance for 27 machines across multiple locations using spreadsheets. Coordinators spent 6+ hours a week on sequencing and technician assignment alone.

Result
6 hrs/week reclaimed. Zero scheduling conflicts since go-live. 100% on-time preventive maintenance.
Salesforce Flow Apex Scheduling Field Service
03 — Payment Technology Company
Partner Onboarding Automation

A payment tech company was onboarding new network participants manually. Account restructuring, validation gates, and data setup were handled by hand — taking an average of 18 business days and generating frequent engineering escalations.

Result
Onboarding cut from 18 days to 4. Engineering escalations dropped 78%.
Salesforce Workflow Automation API Integration
78%
fewer escalations to engineering
04 — Mortgage Lender
Revenue Nurture Automation

Loan officers were losing prospects in the follow-up gap — no systematic nurture after initial contact. Deals were going cold between Day 1 and closing, costing the lender significant pipeline revenue.

Result
34% higher contact-to-application rate. 100% follow-up consistency. Zero manual sends.
Salesforce Flow 6-Touch Drip
05 — Regional Lending Firm
Pipeline Intelligence

A regional lender had a healthy pipeline but no visibility into deal health. Weekly pipeline reviews took 2 hours and still missed deals going cold. Leadership was flying blind on forecast accuracy.

Result
22% improvement in close rate. Pipeline review cut from 2 hours to 15 minutes weekly.
AI Lead Scoring Salesforce Dashboards

What we build.

We're not a generalist automation shop. Every engagement connects to revenue, operations, or both. If it's manual and it matters, we can probably automate it.

01
Revenue Operations

AI-powered lead scoring, intelligent routing, pipeline stage automation, and behavior-triggered sequences — all built inside Salesforce or HubSpot at the architecture level.

Lead Scoring Pipeline Automation AI Routing
02
📤
Outbound Systems

Automated prospecting pipelines, AI SDR sequences, lead enrichment workflows, and cold outbound systems. Built on Clay, Apollo, HubSpot, and custom tooling.

AI SDR Lead Enrichment Drip Sequences
03
🔁
Workflow Automation

Document processing, approval workflows, scheduling systems, and internal ops automation. We map every manual handoff and replace it with something that runs itself.

Scheduling Approvals Document AI
04
🔗
Systems Integration

CRM connected to everything — payment platforms, data warehouses, external APIs, custom webhooks. We design the architecture so your stack actually talks to itself.

API Architecture CRM Integration Data Pipelines
05
🗺️
Strategy & Audit

A full diagnostic of your operations — every manual process scored for automation ROI. You get a prioritized roadmap and total clarity on where to move first. The most common starting point.

Process Mapping ROI Analysis Automation Roadmap

From first call to live automation.

We don't do lengthy discovery sprints or six-month roadmaps. We audit, design, build, and measure — and you see results in weeks, not quarters.

01

Audit your operations

We map every manual process, score each one for automation potential and revenue impact, and identify the highest-ROI opportunities in your stack. Delivered as a 15-page report with a prioritized roadmap.

02

Design the architecture

We design the automation at the system level — not with Zapier band-aids, but with native Salesforce, HubSpot, Apex, Flow, and API integrations that are built to last and scale.

03

Build and deploy

We implement inside your existing org with zero disruption to live workflows. Every build is tested in staging before it touches production. You don't need to pause operations for us.

04

Measure and optimize

We track hours saved, pipeline velocity, and conversion lift. You get a performance report at 30 days. Retainer clients get monthly optimization and new workflow builds.

We've done this at companies where failure wasn't an option.

Our principal has designed and deployed enterprise-grade automation systems at Twitter, Palo Alto Networks, CrowdStrike, and Accenture Federal Services. That experience doesn't stay at the enterprise — it comes with every engagement.

We build inside your systems, not around them

Generic automation agencies use Make.com and Zapier. We build native Salesforce Flows, Apex classes, and HubSpot workflows — directly in the platforms your business runs on. When something breaks at midnight, we can fix it.

Dual-platform architecture is rare

Most specialists know one platform deeply. We hold 15 certifications across both Salesforce and HubSpot — which means we can design across your entire revenue stack, not just one slice of it.

You work directly with the architect

No account managers. No offshore execution teams handed a spec they didn't write. The person who scoped your project is the person who builds it. That's unusual at this level. We keep it that way deliberately.

Transparent. Fixed. No surprises.

Three ways to work together. Most clients start with the Audit.

01 — Entry Point
Operations Audit

A full diagnostic of your operations. We identify every manual process and hand you a prioritized automation roadmap with ROI estimates for each opportunity.

$2,500
Fixed fee · 5–7 business days
  • Full process inventory across your stack
  • AI readiness assessment
  • 5–10 prioritized automation opportunities
  • ROI estimates per opportunity
  • 15-page report + executive readout
Start here →
03 — Ongoing
AI RevOps Retainer

Fractional AI operations lead on a month-to-month basis. Monthly new workflow builds, optimization, reporting, and strategic roadmap. Capped at 4 clients.

$3–5K
Per month · Cancel anytime
  • Monthly new workflow builds
  • Ongoing CRM optimization
  • Performance reporting
  • Strategic roadmap updates
  • Priority support & access
Learn more →

Questions people actually ask.

A Salesforce admin configures and maintains your org. We specifically design and build AI-powered automation systems inside it — intelligent workflows that respond to data, make decisions, and eliminate manual work. Different focus, different skill set, different outcomes. Most of our clients already have admins.
No. We work across Salesforce, HubSpot, and custom stack integrations. If your business runs on HubSpot exclusively, we can build entirely within it. If you're running both, we specialize in making them work together. The Audit tells us exactly what your stack needs.
No. We build and test in a sandbox environment before touching production. Every deployment goes through a structured UAT process. You approve before anything goes live. We've done this inside enterprise environments where disruption simply wasn't an option.
That's exactly what the Audit is for. Most clients come in knowing they have a problem — they're just not sure where it's worst or what to fix first. We map everything, score it, and hand you a clear roadmap. The $2,500 Audit almost always pays for itself in the clarity it creates.
Financial services, mortgage, field services, nonprofits, SaaS, and B2B services companies. Essentially any company running Salesforce or HubSpot as a core system, with enough manual operations work that automation produces real, measurable savings.
Ready to start?

Find out how many hours your team shouldn't be working.

Free 30-minute discovery call. We'll look at your stack, identify your biggest automation opportunities, and tell you exactly what we'd build — with no obligation.