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Pipeline & Stage Management

Programme & List Automation (BD & Key Roles)

Auto-add and remove contacts from BD programmes based on role, engagement, consent, and related record signals.

Applies inclusion rules from the contact's role in related records (hiring manager, approver, decision-maker) combined with category coding, location, and consent status. Keeps your BD lists current without manual list management.

Works on
Contacts
Platform
Bullhorn and Invenias
Complexity
Moderate
Firm type
All firms
Includes
An embedded app in your CRM

Every automation is adapted to your rules and run by our team.