You do not have a RevOps person. You do not want one. Tonic Desk gives a small team shared pipelines, sensible assignment, and the automation you actually need — no consultants required.
One pipeline. Five owners. Every deal has a single assigned rep and a backup. When someone is out, the dashboard shows their open deals so the rest of the team can cover. No more "who is following up with Acme — is that yours or mine?" Slack threads. The deal record is the answer.
A demo request lands via your contact form. Tonic Desk creates the contact, attaches the source, and assigns it to the next rep in the round-robin pool — skipping anyone marked out-of-office. The rep gets a Slack ping and an email within seconds. SLA timers start automatically. First-touch happens in under an hour, every time, without anyone managing the queue.
A deal hits stage four — Slack message to the owner with the proposal template attached. A deal stalls more than ten days — email reminder to the owner and a backup task to the founder. A deal closes won — celebration message in Slack, customer added to the onboarding pipeline, finance notified to invoice. Five workflows. Twenty fewer interruptions per week. Nobody had to write any code.
Before: Five reps, five different Trello boards, five different naming conventions. The Monday standup is twenty minutes of "what is the status on Acme" because nobody can find it. Forecasting is impossible — every rep has their own definition of "qualified."
After: One pipeline. Stage definitions in the help text inside the app. The forecast pulls from real stage probabilities. The Monday standup is six minutes because everyone is looking at the same screen and the numbers add up.
Before: Inbound demo request goes to a shared inbox. Someone usually picks it up within a day. Sometimes nobody does. Sometimes two reps both reach out and the prospect is mildly creeped out.
After: Round-robin assigns one owner instantly, with SLA timers visible to the team. The first response goes out in under an hour. Nobody double-touches. Nobody drops the ball.
Before: A new hire's first month is shadowing four other reps to figure out "how we do things here." There is no documentation. Process lives in people's heads.
After: The pipeline stages, the workflows, and the templates are the documentation. A new hire reads the pipeline in fifteen minutes and is shipping deals in week one.