How long does it take to set up presentation automation?
Most RevOps teams have their first automated workflow running within 10 minutes. Connect your CRM, upload a template, map your fields, and you're done. No coding or technical expertise required.
Do we need to change our existing Revenue Operations process?
Not at all. AutoScaled integrates seamlessly into your current workflow. It doesn't replace your process, it automates the tedious parts so your team can focus on revenue optimization and strategic analysis.
Can we use our existing presentation templates?
Absolutely! We currently do not provide standard templates, and that is by design. We expect you to prepare your own Google Slides or Microsoft PowerPoint template with your existing brand assets and formatting. You maintain complete control over your brand, no generic presentations.
How does pricing work for Revenue Operations teams?
We offer transparent, tiered pricing that scales with your team. No hidden fees, no setup costs, no long-term contract. Cancel anytime. Perfect for RevOps budgets. Find which plan is best for you on the
pricing page.
Which plan do you recommend for Revenue Operations teams?
The right plan depends on your use case:
Free is perfect for solo RevOps professionals testing presentation automation. You'll get 1 seat, 50 presentations per month, 5 workflows, and access to basic data sources to see how AutoScaled fits your process.
Plus works best for small RevOps teams up to 3 people running regular reporting. You'll unlock CRM integrations, unlimited workflows, advanced triggers and scheduling, plus 150 presentations per user per month to automate personalized content at scale.
Pro is designed for larger RevOps teams scaling their reporting. Add unlimited seats, 500 presentations per user per month, smart conditional insights, shared credit pools across your org, and priority support.
Enterprise is tailored for large organizations with complex workflows and security requirements. Get unlimited presentations, SSO and SAML authentication, custom contracts, SLA agreements, and a dedicated account manager to support your team.
Not sure? Try our Pro plan free for 14 days—no credit card required.
Is there a team size minimum or maximum?
AutoScaled works great for teams of all sizes. Whether you're a solo RevOps professional or a large Revenue Operations team, our platform scales with your needs. Most RevOps customers have 3-10 person team supporting a 20+ commercial team.
What if we need to connect to multiple data sources beyond our CRM?
AutoScaled connects to your CRM as the primary data source, and you can use Google Sheets, Excel, CSV or our Smart Insights library for additional data.
For complex, multi-source reporting, our workflows can pull from multiple sources to build comprehensive review decks.
Can we track which content actually drives revenue?
Yes. AutoScaled tracks which proposals, decks and reports lead to next action. See engagement metrics (open, clicks, downloads, shares) correlated with win/loss data. Finally prove which content investments pay off.
How are data and integrations handled?
All data connections use secure API integrations with read-only access to your CRM. Your data never leaves your systems. AutoScaled only reads what's needed to populate presentations and doesn't store your customer data. Connections are encrypted end-to-end, and you can revoke access anytime from your account settings.
User access automatically mirrors the permissions defined in your CRM. For example, a user who can only access records for the "US Sales Team" in your CRM will only be able to use those same records in AutoScaled.
More information about our data handling, compliance, storage and security is available on the
data management page.
