Automation for B2B SaaS companies
Business automation for B2B SaaS companies
Dravik builds automations for B2B SaaS companies with 20 to 500 people: lead routing, onboarding handoffs, renewal alerts, billing exceptions and product usage signals sent to the right team. Everything runs on your existing stack and you own it. It starts with a $199 fixed-price audit: a 30 minute call plus a written plan.
$199 fixed price, 30 minute call plus a written plan. Full refund if it isn't worth it
Common tools we build on
- HubSpot
- Salesforce
- Stripe
- Chargebee
- Intercom
- Zendesk
- Slack
- Jira
- Linear
- Segment
Common systems in B2B SaaS companies. We build on the stack you already run.
The problem
Where the hours go in B2B SaaS companies
A growing SaaS company usually runs on a CRM, a billing system, a support desk and a product database that were each set up by a different team. Sales, success and finance all need the same facts about an account, so people copy them between tools by hand, and the copies drift apart within a week.
The leaks show up in predictable places. Inbound demo requests wait in a shared inbox. A closed deal reaches onboarding as a Slack message with half the details. A customer whose usage dropped gets noticed at renewal instead of two months earlier. Finance reconciles Stripe against the CRM in a spreadsheet at month end.
What we automate
Workflows worth automating for B2B SaaS companies
- 01
Inbound lead routing and enrichment
A demo request is enriched with company size and industry, scored against your ideal customer profile, assigned to the right rep by territory or segment, and posted to their Slack with context. Leads that fall outside your profile get a polite self-serve path instead of a rep's time.
- 02
Closed-won to onboarding handoff
When a deal is marked closed-won, the automation creates the onboarding project, copies the contract terms, seats and goals from the CRM, books the kickoff, and assigns the CSM. Nothing depends on the AE remembering to write a handoff note.
- 03
Product usage alerts for customer success
Usage events from your product database or analytics tool are summarized per account and pushed into the CRM. When active seats fall or a key feature goes unused, the account owner gets a task with the numbers attached, well before the renewal conversation.
- 04
Renewal and expansion reminders
Renewal dates from contracts or billing feed a schedule that opens renewal opportunities in the CRM at a set lead time, flags accounts over their seat limit as expansion candidates, and reminds finance about invoices that need new terms.
- 05
Billing exceptions and failed payments
Failed card payments, past-due invoices and plan changes in Stripe or your billing system are matched to the CRM account, routed to the owner, and logged. Finance stops reconciling two systems by hand, and sales hears about a payment problem before the customer churns quietly.
- 06
Support ticket triage and escalation
Incoming tickets are tagged by product area and account tier, enterprise accounts are routed to a priority queue, and bug reports with reproduction steps become issues in your engineering tracker with a link back to the ticket, so support stops retyping them.
The business audit
Find the workflow costing your team the most hours
The audit maps your repeat work, checks which of your systems can connect, and ranks what to automate first in your business.
$199 fixed price, 30 minute call plus a written plan. Full refund if it isn't worth it
Your stack
Built on the tools B2B SaaS companies already use
Most SaaS stacks already have APIs, so the work is choosing which system is the source of truth for each field and keeping the others in sync. We build on the tools you pay for and document every connection. Product data often lives in your own database, so we read from a replica or an event stream rather than touching production, and we agree with your engineers on access before anything is connected.
- HubSpot
- Salesforce
- Stripe
- Chargebee
- Intercom
- Zendesk
- Slack
- Jira
- Linear
- Segment
Where we start
What the audit looks at first
The audit starts with the path from first touch to renewal. We trace one recent deal through every tool and mark each place a person copied data or waited for a message. A common first build is the closed-won handoff, because it touches sales, success and finance at once and the cost of a missed detail is a rough first month for a new customer.
- 01The call30 minutes on how your business runs, the tools you use and the growth you are after.
- 02ReconWe study your workflows, your site, your rankings and how AI assistants describe you and your competitors.
- 03The written planA ranked list of what to fix or build first, with a fixed price for anything worth building.
- 04Your callKeep the plan and run it yourself, hand it to your team, or have us build it.
What you own
Everything we build is yours.
- Every workflow and integration, in your own accounts
- Written documentation of what each automation does
- Admin access to every tool, ours removable at any time
- A person in the loop wherever a judgment call is needed
Automation questions from B2B SaaS companies
Will you need access to our production database?
Usually no. Usage signals can come from an analytics tool, an event stream or a read replica. If production access is the only option, we agree the scope with your engineering lead first and use a read-only account that you can revoke at any time.
We already have a RevOps person. Where do you fit?
We work alongside them. RevOps people usually know exactly what should be automated and lack the build time. We take items off their list, build them in tools they can maintain, and hand over documentation so the work stays with your team after we leave.
Can you automate between HubSpot and Stripe, or Salesforce and Chargebee?
Yes, these are common pairings. We decide which system owns each field, sync the rest, and add checks for mismatches so finance can trust the numbers. The $199 fixed-price audit tells you what the build involves before you commit to anything.
How much does automation cost for B2B SaaS companies?
It starts with a $199 business audit: a 30 minute call plus a written plan of what is worth automating. If something is worth building, you get a fixed price for it before any work starts, and you own everything we build.
Keep reading
More on automation
Related
Start with recon
Find the busywork your team should stop doing by hand.
Book the audit. We will tell you plainly which workflows in your business are worth automating, which are not, and the fixed price for anything worth building.
- A 30 minute call about how you run
- A written plan ranked by impact
- Yours to keep, even if you never hire us
$199 fixed price, 30 minute call plus a written plan. Full refund if it isn't worth it