About Us
AI-Powered CRM Revenue Intelligence
Miami · Buenos Aires · Quito
50+
Audits Delivered
$12M+
Revenue Gaps Found
14 Days
Average Delivery
We're a tech company helping B2B teams extract CRM data, find revenue leaks, and unlock growth. Our approach is simple, combine AI with strategy so you can focus on closing what matters most.
Our Story
The Journey That Built Our Revenue Engine
From our first CRM audit to today, we've stayed focused on one mission: turning revenue data into clarity with AI.
The Spark That Started It All
Two founders obsessed with CRM data asked a simple question: what if AI could read every record and find what humans miss? That spark pushed us to build it.
2023
First Wins That Proved Our Vision
We ran our first revenue audits and the results spoke for themselves. Clients found hidden pipeline leaks, real churn rates, and quick wins worth millions.
2024
Building the Engine at Scale
50+ audits delivered, $12M+ in revenue gaps identified. We refined the extraction, the analysis, and the playbook into a repeatable system.
2025
Launching TakeRev to the World
TakeRev launches as a standalone platform. Proprietary AI, strategic consulting, and a mission to become the revenue intelligence standard for B2B.
2026
Why us
Why people chooses us over others
AI-First Analysis
We analyze every record with AI at the core, ensuring deeper insights and long-term revenue clarity from day one.
Custom to Your CRM
Every audit is tailored to your CRM data, sales cycle, and goals — never one-size-fits-all frameworks.
Simple & Clear
We simplify complex revenue data and deliver reports that your team can easily understand and act on daily
Proven Process
Our structured, step-by-step process ensures reliable delivery, clear communication, and consistent results.
Seamless Integration
We connect to your CRM via read-only API without disrupting workflows or slowing your team down.
Ongoing Support
We continuously monitor, optimize, and refine your revenue strategy to keep results compounding and easy
Our team
The People Powering Notch Automation
Life at Notch
Our People. Our Stories. Our Vibe.
What exactly do you extract from our CRM?
Do you need admin access to our CRM?
What kind of companies is this built for?
Does our team need to do anything?
What happens after we get the report?
