The backbone that lets everything scale.

CRM, AI automation, data infrastructure, fulfillment, and analytics. We build the systems so your growth doesn't outrun your ability to deliver.

Growth without operations is a house of cards. You scale marketing, orders pour in, and suddenly you're drowning in manual processes. Fulfillment errors. CRM data that nobody trusts. Reports that take hours to pull. Your team is busy but nothing compounds.

The problem isn't that you need more people. It's that your systems weren't built for this volume. What worked at $500K breaks at $2M. What works at $2M breaks at $10M.

We build the infrastructure that scales with you: CRM architecture, workflow automation, AI agents, data warehousing, fulfillment optimization, and analytics that give you real-time visibility into what's actually happening in your business.

What we build

Revenue Operations

Align sales, marketing, and fulfillment so every dollar is tracked from first click to delivered order.

CRM Implementation

HubSpot, Salesforce, or custom. Architected for your specific sales process and integrated with everything.

Business Process Automation

Replace manual workflows with automated systems. Order routing, status tracking, customer notifications.

Ecommerce Automation

Inventory management, order processing, shipping workflows, and customer lifecycle automation.

Fulfillment Optimization

Reduce errors, speed up delivery, and build dashboards that show real-time order status across all channels.

Analytics & Reporting

Custom dashboards and automated reports. Know your unit economics, channel performance, and pipeline health at a glance.

AI Workflow Automation

AI-powered multi-step automation: lead qualification, order routing, customer triage, content generation, and internal approvals.

AI Agents

Voice and chat agents that handle customer inquiries, qualify leads, and support sales 24/7. Built for your workflows, not generic chatbots.

Data Warehousing

Centralized data from every channel: ecommerce, CRM, marketing, fulfillment. One source of truth for all reporting and attribution.

Go deeper

Guide

Revenue Operations Consulting

The complete RevOps guide for product companies.
Playbook

Ecommerce Automation Playbook

Implementation guide for automating your ecommerce operations.

Frequently Asked Questions

What is revenue operations consulting?
Revenue operations consulting aligns sales, marketing, and customer success around a unified revenue strategy. For product companies, this means connecting your CRM, marketing automation, order management, and analytics into a single system that gives you visibility across every revenue channel.
How much does ecommerce automation cost?
Umbral's engagements range from $8,000 to $20,000 per month, covering ecommerce automation alongside growth and performance work. This replaces fragmented spending across separate tools and vendors with a single embedded team that owns the full operational picture.
What CRM is best for product companies?
It depends on complexity. HubSpot works well for mid-market product companies with straightforward sales processes. Salesforce is better for complex B2B with multiple deal stages. We implement and customize both. The right choice depends on your specific workflow, not a feature checklist.
How do you improve order management?
We audit your current order flow, identify manual bottlenecks, automate status tracking and customer notifications, and build dashboards for real-time visibility. Most product companies can eliminate 60-70% of manual order processing within the first 90 days.
What's business process automation?
Business process automation (BPA) replaces manual, repetitive workflows with automated systems. For product companies, this includes order routing, inventory alerts, customer onboarding sequences, and reporting. It reduces errors, saves 20-40 hours per month, and enables scale without proportional headcount growth.
What is AI workflow automation?
AI workflow automation uses artificial intelligence to automate multi-step business processes that previously required human judgment. Examples include lead qualification and routing, order categorization, customer service triage, and content generation. Unlike rule-based automation, AI workflows handle nuance and edge cases.
Do you build custom AI agents?
Yes. Voice agents, chat agents, internal copilots, and specialized tools. Built for your specific business workflows, not generic chatbots. Each agent is trained on your data, integrated with your systems, and designed to handle real business scenarios.
Also explore: Growth Performance

Get an operations audit.

We'll map your current workflows, identify the bottlenecks, and show you what to automate first for maximum impact.

Schedule your audit