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Revenue Systems & Fractional CTO

Build the systems between leads and revenue.

When your CRM, sales, referrals, and reporting stop working together, deals get missed. We build the revenue systems that fix it.

When your CRM, sales process, referral channels, and reporting stop working together, deals get missed and management loses visibility. We design and build the revenue infrastructure underneath growing B2B companies.

Book a Systems ReviewTake the 2-Minute Diagnostic
Built for relationship-driven B2B

For companies where revenue depends on sales teams, referral partners, complex workflows, and multiple systems working together.

Commercial lending · Private credit · Professional services · Insurance · B2B SaaS · Commercial real estate

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.

If your revenue operation depends on multiple people, systems, and handoffs, this is the class of problem we solve.

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.

A few things clients usually want to know first.

What kinds of companies do you work with?

We work with growing, relationship-driven B2B companies where revenue depends on multiple people, systems, handoffs, or referral channels working together.

Do you only work in Salesforce?

No. We work around the systems your business already uses. That may include Salesforce, other CRMs, automation tools, reporting platforms, portals, internal applications, and custom integrations.

Can you work with our existing systems, or do we need to start over?

Usually, we work with what is already in place. The goal is to fix what is creating friction, connect what should work together, and rebuild only where it makes sense.

Do you handle implementation or just strategy?

Both. We diagnose the problem, design the system, and implement the solution. When needed, we can also stay involved as the systems evolve.

What happens in a Systems Review?

We map how a lead becomes revenue in your business today, identify where the system is creating friction or losing visibility, and determine what should be fixed first.

Book a Systems ReviewTake the 2-Minute Diagnostic
See where the system is breaking

Let’s map how revenue moves through your business.

In a short systems review, we’ll look at how leads, sales, referrals, software, and reporting connect today — and where the biggest operational gaps are.

Book a Systems ReviewTake the 2-Minute Diagnostic