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Revenue Systems & Fractional CTO

Build the systems between leads and revenue.

CRM, automation, and revenue infrastructure for growing B2B companies.

We design and implement the CRM, workflows, automation, integrations, reporting, and internal infrastructure growing B2B companies need when manual operations stop scaling.

Take the Revenue Systems DiagnosticBook a Systems Call

Systems Sprints and Fractional CTO engagements for growing B2B companies.

Built for relationship-driven B2B
  • Commercial lending
  • Private credit
  • CRE finance
  • Mortgage brokerage
  • Equipment finance & leasing
  • Insurance brokerage
  • Wealth management & RIAs
  • Real estate funds & syndicators
  • M&A advisory & business brokerage
  • Commercial real estate brokerage
  • B2B SaaS
  • Professional services
  • Recruiting & executive search
  • Staffing firms
  • Managed IT & cybersecurity
  • Marketing & dev agencies
  • Accounting & outsourced CFO
  • Law firms
  • Freight brokerage & 3PL
  • Commercial construction
  • Franchise development
  • Healthcare groups

Growth gets messy before the systems catch up.

Every handoff between your tools is a place where deals quietly leak out.

You don’t need more software.

You need your software to work together.

One connected revenue system.

We design and build the systems your revenue runs on, connect them to each other, and keep improving them.

nero / revenue-system / crm-architectureSample dataLive

Your CRM, rebuilt around how your team actually sells: every deal, partner and document in one record.

NC
Northline CapitalAccount · Commercial lending
Underwriting
OwnerSam Rivera
SourceReferral · Apex Partners
Next stepTerm sheet review
Stage age4 days
Related3 contacts2 documents1 referral partner5 activities

Built in the real world, not just diagrammed on a whiteboard.

Case study

Financial Services Revenue Infrastructure

Problem

A growing financial-services company needed the systems infrastructure in place ahead of its next stage of growth.

Built
  • End-to-end Salesforce environment
  • Integrated Zoom workflows
  • Lender matching engine
  • Referral partner portal
  • User-facing web application
  • Executive dashboards
  • Workflow automation
  • Internal documentation + user manual
Role

Fractional CTO responsible for architecture, implementation, and ongoing evolution of the system.

Next phase

The infrastructure is continuing to expand into broader sales, representative, reporting, and operational functionality.

Diagnose. Architect. Build. Operate.

Every engagement is shaped around how your business actually runs.

  1. Phase 1

    Diagnose

    Understand how revenue currently travels through the business.

    We sit with the people who sell, follow live deals from first touch to close, and find where time and revenue quietly slip away.

  2. Phase 2

    Architect

    Identify the bottlenecks and design the system.

    No templates. We design around how your team actually works, then pressure-test every decision with you before anything is built.

  3. Phase 3

    Build

    Configure, integrate, automate, and implement.

    We build in short cycles inside your real tools and data, so your team sees it working early and shapes it as it grows.

  4. Phase 4 · ongoing

    Operate

    Train the team, observe real-world use, and improve the system.

    We stay alongside your team as the system meets real deals, tuning what works and fixing what doesn’t until it’s simply how the business runs.

Nero doesn’t disappear after delivering technical specifications. We stay through implementation, adoption, and the next round of improvements.

Two ways to work together.

Same problem family, different depth. The problem decides the engagement, and we’ll tell you which one fits after we understand it.

Fixed scope

Revenue Systems Sprint

Fix one high-friction workflow or system with a focused, fixed-scope build.

Ideal when
  • The problem is isolated
  • Requirements are relatively clear
  • Few systems are involved
  • You need implementation more than ongoing strategy
Ongoing partnership

Revenue Systems + Fractional CTO

Design, build, and evolve the infrastructure supporting your revenue operation.

Ideal when
  • Multiple systems are connected
  • Teams and processes need redesign
  • The CRM is central to the business
  • Custom functionality may be required
  • Leadership wants ongoing technical ownership
Which one fits
One painful, isolated problemRevenue Systems Sprint
Several connected systems and workflowsRevenue Systems + Fractional CTO
Not sure yetTake the Revenue Systems Diagnostic
Find the right fitBook a Systems Call
Not sure what you need?

Map your revenue system in two minutes.

Seven questions. You’ll see whether your situation fits a focused Sprint or a larger Revenue Systems engagement, before anyone gets on a call.

Take the Revenue Systems DiagnosticBook a Systems Call