Brex
Brex worked with Tolveo to automate key parts of their operations and outreach, reducing customer acquisition costs by 27% while scaling enterprise growth more efficiently.
CLIENT
Brex
SERVICE PROVIDED
Operational Automation, Growth Systems, CAC Optimization
TIMELINE
120 Days
🧩 The Challenge
Brex's rapid expansion into the enterprise market revealed a critical inefficiency: much of their growth engine was dependent on manual processes.
From sales prospecting to campaign management and internal reporting, their team spent hundreds of hours on repetitive tasks that drained resources and drove up acquisition costs. Without scalable systems in place, every push for growth meant adding more tools, more spend, and more strain on the team.
To hit aggressive targets sustainably, Brex needed to reduce operational friction and automate their most time-intensive workflows.
⚡ The Solution
Tolveo deployed an integrated automation framework across Brex's sales and marketing operations.
We built AI-powered workflows to handle prospect research, list segmentation, and initial outreach - completely removing manual steps from their enterprise acquisition process. On the operational side, we streamlined campaign management, reporting, and lead handoffs, ensuring every touchpoint ran without human intervention.
By unifying these automations in a central dashboard, Brex's team gained complete visibility and control over growth operations while slashing time and costs across departments.
📈 The Results
Brex reduced their customer acquisition costs by 27% and scaled outreach without expanding their sales or marketing headcount.
The team reported spending 60% less time on repetitive admin tasks and more time on strategy and closing deals. With automation handling the heavy lifting, Brex achieved greater efficiency across all growth operations.
“The systems Tolveo built didn't just improve our results - they completely transformed how we operate. Automation became our unfair advantage.”
- Jordan Lee, Senior Director of Revenue
