CRM & Revenue Operations

A CRM that reflects how your business actually operates.

We implement, clean up and optimize HubSpot, Salesforce and Zoho CRM so sales, marketing and service teams work from one reliable source of truth, with pipelines, automation and reports built around your process.

Discuss your projectSee related work

Why it matters

Clarity for the whole revenue team

Every record says what happens next

Pipelines, lifecycle stages and required properties make the next step obvious, so deals do not stall in the gaps.

Faster, more consistent follow-up

Lead routing, tasks and alerts happen automatically, so response time stops depending on who remembers.

Reporting you can trust

One data model and clear definitions mean the numbers in a dashboard match what the team sees in the CRM.

What we cover

From a first setup to a full revenue operations build

Start with one pipeline or rebuild the whole system. We scope the work to what your team needs now and leave room to grow.

HubSpot, Salesforce and Zoho CRM implementation

Platform setup configured around your sales process, users, teams and permissions.

Audits, cleanup, restructuring and migrations

Review lists, workflows, properties and data quality, then simplify what has piled up or move to a new platform.

Sales and marketing pipeline configuration

Stages, required fields, probabilities and closed reasons that match how deals really progress.

Contact, company, deal and custom property architecture

A clean data model with naming rules, so every report and workflow reads from the same fields.

Lifecycle stages and lead qualification

Clear definitions of lead, qualified, opportunity and customer, with criteria your team agrees on.

Lead scoring, routing and assignment

Scoring that prompts a person to look, plus round-robin or rule-based owner assignment.

Sales and marketing automation

Nurture, tasks, notifications and handoffs that remove repetitive work and keep people in control of judgment calls.

Workflow troubleshooting and optimization

Find and fix conflicting, broken or unnamed workflows and document what remains.

Email sequences and templates

Sequences and templates where your platform and plan support them, with automatic exit on reply.

Dashboards, reporting, attribution and forecasting

Role-based views for reps, managers and executives, with source tracking that survives into deals.

Customer onboarding, handoffs and retention

Post-sale workflows for onboarding, check-ins and renewals that live in the same CRM as the deal.

Documentation and team training

Written guides and live training so your team can run and change the system without us.

Plans and editions matter. Features such as sequences, lead scoring, custom objects and workflow limits differ by platform and subscription tier. We confirm what your edition supports before we design anything, so you never pay for a design you cannot run.

What you receive

Deliverables

Everything is documented so your team understands what was built and why.

  • CRM architecture: properties, lifecycle stages, pipelines and lists
  • Configured automation with named, documented workflows
  • Lead qualification, scoring and routing rules
  • Role-based dashboards and reports
  • Migration or cleanup log where data was moved or removed
  • Admin documentation and recorded or live team training

How it runs

Process overview

  1. DiscoverMap your buyer journey, review the current setup and agree what success looks like.
  2. ArchitectDesign properties, pipelines, automation and reporting on paper before building.
  3. ImplementConfigure, test with real records, migrate data where needed and train the team.
  4. OptimizeReview adoption and reports, then refine workflows and fix what real use reveals.

Related work

See it in practice

Illustrative cover for One CRM for the whole customer lifecycle
CRM & RevOpsIntegrations

One CRM for the whole customer lifecycle

K–12 STEM education company · Education technology (K–12)

Services delivered
CRM implementation and automation · Revenue operations · Lead qualification and routing
Challenge
Long, varied school sales cycles, inconsistent segmentation and follow-up that depended on people remembering.
Solution
A process-first CRM build: scored priority tiers, round-robin routing, role-based nurture, renewal tasks and role-specific dashboards.
Technology
  • HubSpot Sales Hub
  • HubSpot Marketing Hub
  • Gravity Forms
  • Brevo
  • UTM tracking
Read the case study: One CRM for the whole customer lifecycle
Illustrative cover for A tidy portal and a sales process built for the field
CRM & RevOps

A tidy portal and a sales process built for the field

Staffing company · Staffing and workforce

Services delivered
HubSpot portal audit · List and workflow cleanup · Sales process mapping
Challenge
Thousands of incomplete records, piles of lists and workflows, and a sales process that lived in people's heads.
Solution
A prioritized portal audit, a cleanup of lists and workflows, and a written, seven-stage pipeline with follow-up tasks built in.
Technology
  • HubSpot Sales Hub
  • HubSpot Marketing Hub
  • Field-sales app leads
  • Contact-data provider leads
Read the case study: A tidy portal and a sales process built for the field
Illustrative cover for Turning relationships into a governed pipeline
CRM & RevOps

Turning relationships into a governed pipeline

Alternative investments firm · Financial services

Services delivered
Buyer's journey mapping · Lead scoring · Deal pipeline design
Challenge
A relationship business running on a CRM built for transactions, with approvals living outside it.
Solution
Journey mapping, a lead scoring model, one pipeline per arrangement type, and approval gates built into the deal stages.
Technology
  • HubSpot Sales Hub
  • HubSpot Marketing Hub
  • Deal properties
  • Workflow task automation
Read the case study: Turning relationships into a governed pipeline

FAQs

Questions we often hear

Which CRM should we choose?

It depends on your sales process, team size, budget, existing tools and how much customization you need. We compare options against your requirements and give you a straight recommendation, including when the answer is to keep what you have.

Can you work with our existing CRM instead of starting over?

Yes. Many engagements begin with an audit. We keep what works, remove clutter, fix broken automation and rebuild only the parts that need it.

How long does an implementation take?

It ranges from a focused cleanup to a multi-phase build, depending on scope, data quality and how many people need to sign off decisions. We give a scoped plan and timeline after discovery rather than guessing up front.

Can you migrate data between CRMs?

Yes. We map fields, clean and de-duplicate records, run test imports and verify results before cutting over. What can be migrated depends on the export and import options of the systems involved.

Will our team be trained?

Yes. Training and documentation are part of the plan so that administrators and users understand how the system is set up and how to change it safely.

Do you provide support after launch?

Yes. You can continue with monthly maintenance, one-off improvement projects or ad hoc help when something breaks.

Ready for a CRM your team can rely on?

Tell us how your team sells today and where it gets stuck. We will suggest what to fix first.

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