We already pay for HubSpot. Does this replace it?

No. We build on top of what you have. HubSpot, Pipedrive, Close, Salesforce, and Zoho all expose the APIs and automation hooks we need. Replacing a CRM is expensive and rarely the actual problem. The gap is usually the work happening around it that nobody has automated.

Our CRM data is a mess. Do we have to clean it up first?

Not before we start. Part of the build is working out which fields are trustworthy and which are noise, and a lot of cleanup can be automated once the rules are clear. We would rather see the mess than a version somebody tidied for the meeting.

How long does a revenue operations build take?

Two to four weeks for a focused build, depending on how many systems have to talk to each other. We ship the highest-value automation first and get it running in production before expanding the scope.

Will our reps have to change how they work?

Less than they expect. Most of what we build removes steps rather than adding them. Where a new habit is genuinely required we keep it to one and document it, because anything more complicated gets abandoned by week three.

Service

Your CRM Should Be Doing More Than Storing Names

A CRM is only worth the discipline your team puts into it, and discipline is the first thing to go in a busy quarter. We build the layer that keeps records current, moves deals along, and tells you the truth about the pipeline without anyone updating a field by hand.

Deals stop rotting in stage two

Every pipeline has a set of deals that have not moved in six weeks and nobody has noticed. We wire the CRM to notice. Stages update from real signals: a meeting lands on the calendar, a proposal gets opened, a contract comes back signed. Anything sitting untouched past your own threshold surfaces on Monday morning with the last thing that happened attached. Your reps stop doing data entry and start getting told which five deals need a call today.

Nurture that reads the deal

A lead who opened your pricing page last week and a lead who went quiet in March should not get the same email. We build sequences that branch on what the record actually shows: stage, last touch, deal size, which pages got visited, whether the champion stopped replying. You write the messaging and set the rules about when a human takes over. The system handles timing and tracking, and it stops the moment someone answers.

Reports that arrive instead of getting built

Somebody on your team spends the last Friday of every month pulling numbers into a spreadsheet, and the report is stale by the time anyone reads it. We replace that with a pipeline that pulls from the CRM and whatever else holds the truth (your accounting system, your billing platform, an ops sheet nobody wants to admit exists) and delivers the same numbers on a schedule, into Slack or email or a dashboard your team already opens.

Making systems that disagree agree

Plenty of revenue problems are really reconciliation problems. The CRM says one thing, billing says another, and the spreadsheet the operations lead keeps says a third. We map where the records diverge, pick one source of truth per field, and build the sync that keeps them aligned. It is boring work, and it is usually the reason nobody trusted the reporting in the first place.

What you actually get

A CRM that updates itself from meetings, replies, and signed documents
Stale-deal alerts that name the deal and the last thing that happened
Nurture sequences that branch on behavior and stop when a human replies
Scheduled reports pulled from the systems that hold the real numbers
One source of truth per field, plus the sync that keeps it that way

Common Questions

Before you book a call

We already pay for HubSpot. Does this replace it?: No. We build on top of what you have. HubSpot, Pipedrive, Close, Salesforce, and Zoho all expose the APIs and automation hooks we need. Replacing a CRM is expensive and rarely the actual problem. The gap is usually the work happening around it that nobody has automated.
Our CRM data is a mess. Do we have to clean it up first?: Not before we start. Part of the build is working out which fields are trustworthy and which are noise, and a lot of cleanup can be automated once the rules are clear. We would rather see the mess than a version somebody tidied for the meeting.
How long does a revenue operations build take?: Two to four weeks for a focused build, depending on how many systems have to talk to each other. We ship the highest-value automation first and get it running in production before expanding the scope.
Will our reps have to change how they work?: Less than they expect. Most of what we build removes steps rather than adding them. Where a new habit is genuinely required we keep it to one and document it, because anything more complicated gets abandoned by week three.

Works well alongside

Where this comes up most

Let's find out if this fits

A 30-minute call, no charge. If we can help, we will show you how. If we cannot, you still leave knowing what to do next.

Start the conversation Book a 30-minute call