One platform for the automation that used to need six tools.
The common path: HubSpot plus LeanData plus Chili Piper plus Asana plus DocuSign plus Zapier stitched together with middleware. Strkr covers the same surface area inside one engine with one audit log and one subscription. The consolidation savings land in both the bill and the operational pain.
Mid-market B2B teams typically run automation across eight distinct surfaces. Teams on fragmented stacks run eight tools and glue them with middleware. Teams on Strkr run one engine across all eight. The catalog below names each surface and the motions it covers.
CRM automation
Lead, deal, account, contact flows.
Routing on inbound leads, scoring updates on signal changes, deal-stage transitions, account health score recomputes, contact enrichment refresh cycles, pipeline hygiene sweeps, forecast rollups. The CRM engine shares records and triggers with every other surface, which eliminates the sync-lag problem that plagues multi-tool stacks.
Marketing automation
Nurture, campaign, attribution.
Nurture sequence enrollment based on behavior, cold-restart on dormant contacts, UTM-tracked campaign attribution, MQL-to-SDR handoff, unsubscribe propagation, webinar follow-up chains, content-download scoring, double-opt-in enforcement. Strkr Marketing (currently in build) ships against the same engine and audit log.
Document automation
Generate, approve, sign, file.
Quote generation from the Products catalog, approval chain routing by deal size and clause, DocuSign and PandaDoc native e-signature connectors, counter-signed PDF filing back on the account record, clause library enforcement, template version pinning. Inbound document processing (OCR, classification, extraction, routing) covers the other direction.
Project automation
Delivery, sprint, release.
Deal-to-onboarding-project auto-creation, sprint-end rollups, blocker escalation, release-ready notifications, retro reminders, capacity-at-risk alerts. Strkr Projects runs the automation on the same engine as CRM, which keeps the handoff from a closed deal to a running project seamless instead of email-driven.
Messaging automation
SMS and MMS at scale.
Strkr Messaging handles SMS and MMS automation: appointment reminders, verification codes, marketing broadcast with opt-in and opt-out management, two-way conversation routing. Compliance (TCPA, A2P 10DLC registration, CTIA guidelines) is handled by the platform, not the operator.
Billing automation
Invoice, dunning, revenue recognition.
Invoice send on close, dunning cadence with escalation to the owning CSM, overage detection and true-up invoice generation, revenue recognition flows for ASC 606 compliance, discount approval routing. The billing engine integrates with Stripe or the configured payments provider; nothing is parallel-booked.
Compliance automation
GDPR, CCPA, HIPAA, SOX.
GDPR data-subject-request handling with the automated-export plus confirmation chain, CCPA opt-out propagation across channels, HIPAA access logging on PHI touches, SOX quarterly review generation. The compliance surface writes to the shared audit log, which simplifies the periodic auditor conversation.
Integration automation
External system sync.
Slack posts on configured record events, Teams alerts, Google Workspace user provisioning, Microsoft 365 user provisioning, Okta role sync, SIEM audit forward, Jira ticket creation on bug reports, Zendesk ticket on NPS detractor, Salesforce bidirectional field sync for teams in migration. Each integration is a native connector, not a middleware zap.
Where Strkr fits in the stack
Three positioning questions and honest answers.
Buyers evaluating automation software ask three recurring questions: where does this fit, what does it replace, what does it integrate with. The answers below are specific. No positioning dance; Strkr covers specific surfaces and leaves specific things to specialists.
What Strkr replaces
HubSpot Marketing Hub, LeanData, Chili Piper.
Strkr fully replaces HubSpot Marketing Hub (when Strkr Marketing GA ships Q2), LeanData routing, Chili Piper booking, HubSpot Workflows, Pipedrive automation, DocuSign routing (not DocuSign itself; the integration remains). The consolidation savings run $14-28 per user per month across the sample.
What Strkr does not replace
DocuSign, Stripe, Salesforce (sometimes).
E-signature capture (DocuSign, PandaDoc, Adobe Sign) remains with the specialist; Strkr integrates. Payment processing (Stripe, Chargebee) remains with the specialist; Strkr integrates. Salesforce replacement is a multi-quarter migration path that Strkr supports but does not force; teams migrate when the pain justifies it. We never force a replacement that creates more operational risk than the status quo.
What Strkr integrates with
The common ecosystem natively.
Native OAuth plus webhook connectors: Google Workspace, Microsoft 365, Slack, Microsoft Teams, DocuSign, PandaDoc, Stripe, QuickBooks, Xero, HubSpot (bidirectional during migration), Salesforce (bidirectional during migration), Zendesk, Intercom, Okta. The open API covers the long tail. We never recommend a middleware tier for a vertical where a native connector exists.
Where middleware fits
The edge cases.
Middleware tiers (Zapier, Make, Workato) still fit three narrow cases: syncing a vertical SaaS that has no outbound webhook, bridging to a legacy system Strkr does not natively connect to, running a prototype before building the native integration. For in-record motion automation, we do not recommend middleware. For external-to-external sync, we grant the fit.
Where RPA fits
The screens-only legacy case.
RPA tools (UiPath, Automation Anywhere) fit the case where a legacy system has no API, no webhook, and only a UI. Strkr does not do screen scraping. Teams running RPA for legacy integration keep it; Strkr complements by handling everything the RPA tool was awkwardly covering (the parts with APIs). The combination works; the RPA tool shrinks over time to its actual best-fit scope.
Where Strkr AI fits
Judgment inside the flows.
Strkr AI handles the judgment inside flows: ICP fit classification, lead scoring, email draft generation, meeting summarization, risk signal detection, next-best-action suggestions. The AI layer runs alongside the deterministic flow engine, not as a replacement. The deterministic parts stay deterministic; the probabilistic parts flag their confidence.
Reliability and governance
Enterprise primitives at mid-market price.
Enterprise automation evaluations check specific capabilities: audit, encryption, SSO, SOC 2, data residency, SLA. Strkr ships the enterprise primitives on the standard tier. The specifics below map to the questions the enterprise buyer actually asks.
Audit log
Tamper-evident across every surface.
Every automation run across every surface writes to a shared audit log with hash-chained entries. The log is immutable; the chain is tamper-evident. Export to SIEM via webhook plus REST. The common auditor ask ("show me every automation that touched this account in Q3") is a single query against the log instead of six queries across six tools.
Per-tenant encryption
Keys the customer controls.
Each tenant's data encrypts with per-tenant keys managed in the standard KMS. Customers on the Enterprise tier can bring their own key (BYOK) and rotate on their own cadence. Automation state, extracted documents, audit log, flow definitions all encrypt with the tenant key. No shared-tenant keyspace.
SSO and SCIM
Okta, Azure AD, Google Workspace.
SSO via SAML 2.0 and OIDC against Okta, Azure AD, Google Workspace, OneLogin, Ping. SCIM 2.0 user provisioning included. MFA enforced per the tenant's identity provider policy. Session controls on the Strkr side support idle timeout, max duration, and IP allowlist for the sensitive admin surfaces.
SOC 2 Type II
In progress, 2026-Q4 attestation.
SOC 2 Type II attestation is in progress for 2026-Q4. Type I attestation is complete. The audit scope covers the production environment, data handling, and the automation engines on this page. Prospects in regulated industries can review the Type I report under NDA and the Type II report when published. GDPR and CCPA compliance are in place on the standard tenant.
HIPAA BAA
Healthcare teams covered.
Teams in healthcare, healthcare-adjacent (medtech, telehealth, insurance), or any PHI-handling vertical sign the BAA with Strkr before processing PHI. The BAA covers PHI storage, PHI in automation flows, PHI in document extraction, and PHI in audit logs. Per-tenant encryption keys apply to all PHI data. Access logging covers every PHI touch.
Data residency
US and EU on the standard tier.
US and EU data residency on the standard tier. The tenant picks the residency region at signup; data stays in the region for storage, processing, and backup. Enterprise tier adds additional regions on request. The residency choice is immutable after setup to prevent accidental data movement.
Buy decisions mid-market teams make
Four comparisons that come up in evaluations.
Buyers evaluating automation software compare specific alternatives. Below are the four comparisons that recur across the deals Strkr has run. Each is specific and honest; nothing dismisses competitors unfairly. The differentiator is often operational, not feature-list.
Strkr vs HubSpot
Depth beats breadth here.
HubSpot is strong on breadth; the free CRM plus Marketing Hub plus Service Hub covers a lot of surface. Strkr goes deeper on each surface for mid-market teams: more sophisticated routing (fairness math, SLA ladder), lifecycle-managed flows, native projects, native messaging. Teams graduating from HubSpot often cite the automation ceiling as the pain. Migration path exists.
Strkr vs Salesforce
Modern UX, modern pricing.
Salesforce is the enterprise CRM. The automation surface (Flow Builder, Process Builder, Workflow Rules, three legacy automation layers) is sophisticated but requires certified admins to wrangle. Strkr covers the mid-market automation needs with a modern UX that non-certified ops leads actually configure. Salesforce migration path is a documented workflow; teams migrate when the Salesforce cost or admin dependency outweighs the switch cost.
Strkr vs Monday.com
Automation that lives in the record.
Monday.com is strong on visual project tracking. Its automation ("when status changes, notify Bob") is useful inside Monday's surface but limited crossing into the sales motion. Strkr's automation is CRM-first with projects as a sibling surface. Teams running sales on Strkr and projects on Monday see the handoff friction and migrate to unified Strkr Projects.
Strkr vs Zapier plus HubSpot
Native beats glue.
The common SMB stack: HubSpot for CRM, Zapier to glue everything else. The stack works at low volume and breaks around 15-20 live zaps. Credential sprawl, failed sync debugging, per-run metering accumulate. Strkr's native engine replaces the glue layer and keeps the subscription flat. The savings compound as the team adds surfaces.
Strkr vs build in-house
Two engineers, twelve months.
Building the automation primitives in-house (routing, scoring, document motion, hygiene, audit, lifecycle, SSO, encryption) takes roughly two engineers for twelve months. Fully loaded cost: $700k-$900k year one. The build result is a bespoke system nobody understands when the builders leave. We advise against build-in-house for mid-market scale; the math never works.
Open API strategy
Vertical ISVs build on Strkr.
Vertical ISVs (healthcare EHR integrator, legal practice management, construction PM) build their vertical connectors on the Strkr open API and distribute via the marketplace. Teams in those verticals get platform-grade automation plus vertical depth without Strkr building every vertical in-house. The ecosystem economics work better than the all-in-one-tries-to-cover-everything model.
Deployment and support
What the first ninety days look like.
A mid-market automation deployment follows a predictable arc: week one setup, week two first live flows, week three expansion, week four cadence establishment. Below is the plan Strkr implementation partners run against. The outcome at day 90 is a team with 30-50 live flows across 5-8 surfaces.
Week one
Setup and first flows.
Tenant provisioning, SSO configuration, data import, permission matrix setup, user onboarding. Three live flows: inbound lead routing, Monday hygiene sweep, Slack new-deal post. The executive sponsor sees results on the first standup after setup. Momentum from the first-week win carries through the deployment.
Week two
Core sales motion.
Add deal-stage transitions, forecast rollups, next-step enforcement, discount approval routing, won-reason capture. Six more live flows. The sales team sees cleaner pipeline hygiene and fewer forgotten follow-ups. First measurable qualify-rate improvement visible by end of week two.
Week three
Customer success and billing.
Add health-score recompute, renewal flagging, invoice send on close, dunning cadence, success-plan auto-create. Eight more live flows. CSM team starts seeing the renewal-risk dashboard that previously required spreadsheet archaeology. Finance team starts seeing DSO improvement.
Week four
Document and integration.
Add quote generation, DocuSign routing, counter-sign filing, Slack integration posts, Jira ticket creation on bug reports. Seven more live flows. Sales ops lead sees contract cycle time drop. The integration layer is the bridge; by this week the operational pattern is established.
Weeks five through thirteen
Expansion and optimization.
The remaining nine weeks of the ninety-day plan focus on expansion (adding surfaces the team did not deploy in month one), optimization (tuning routing weights, SLA targets, approval chains against the real data), and governance (reviewing the flow library, retiring stale flows, documenting the ones that stay). By day 90 the team runs on the shape they will scale to year one.
See the full automation catalog against a sandbox tenant.
A 45-minute walkthrough that touches CRM, marketing, projects, documents, messaging, and billing automation. Bring your current stack; we will map the consolidation.
What is the shortest path to seeing value from Strkr automation?
The fastest first-week win is inbound lead routing. Setup takes two hours; first live routed lead within a day of flipping the switch. Teams see measurable time-to-first-touch improvements within the first week, measurable qualify-rate improvements within the first month. The second-fastest win is Monday pipeline hygiene, which saves sales managers 5-6 hours a week each immediately. Both motions are included in the standard tier; neither requires a professional-services engagement.
How do we handle a team that is currently on HubSpot or Salesforce?
Both migrations are documented workflows. HubSpot: field-level export, standard field mapping, custom field mapping, bidirectional sync during the transition, cut-over when the team is ready. Salesforce: Connected App installed in the Salesforce org (we built this in October 2026), schema introspection, field mapping with preview, bidirectional sync, cut-over. For Salesforce, we support running Strkr alongside Salesforce for multiple quarters during the transition if that is what the team needs. We do not force a hard cut-over; the migration is a decision the customer makes on their own timeline.
What is the pricing model for the automation surface?
Automation is included in every paid tier at Strkr. There is no separate "automation add-on" or per-run metering. The Starter tier covers the standard flows at modest volume. Pro raises the run ceiling and switches on the Strkr AI action node. Scale and Enterprise read as unmetered for the mid-market usage range. Specific pricing by tier is on the pricing page; a sales conversation covers volume edge cases. The pricing shape is intentionally simple so operations teams can model the cost without a per-run calculator.
Does Strkr handle multi-tenant automation for parent companies with subsidiaries?
Yes. Each subsidiary runs as its own tenant with its own data, users, and automation. A parent-company tenant can be configured to share specific records across subsidiaries (classic use: a global customer that works with multiple subsidiaries). Automation flows run per-tenant with the shared records available where configured. The permission matrix is tenant-aware; a subsidiary user has access only to the subsidiary tenant unless the parent-company tenant grants cross-tenant access explicitly.
How does Strkr handle data residency for EU customers?
EU tenants run in Strkr's EU region (Frankfurt). All storage, processing, backup, and audit logging stay in the EU region. Automation flows execute in the EU region against EU-stored data. SSO authentication, if configured against a US-based IdP, round-trips to the IdP but the authenticated session data stays in the EU region. GDPR data-subject requests work on the standard SAR workflow. Enterprise tier customers can request additional residency regions.
Is there a SOC 2 report we can review?
SOC 2 Type I attestation is complete and available under NDA to prospects. SOC 2 Type II attestation is in progress for 2026-Q4. The Type II audit covers production environment, access controls, data handling, and the automation engines described on this page. Healthcare teams additionally sign the BAA for HIPAA PHI handling. GDPR and CCPA compliance are in place on the standard tenant. ISO 27001 is on the 2027 roadmap but not committed; prospects asking about ISO can get the current security posture document under NDA.
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