SERVICE
CRM AUTOMATION
SALESFORCE · HUBSPOT · PIPEDRIVE.
Most CRMs are 80% empty and 20% wrong. We fix the routing, the pipeline visibility, and the workflows so your sales team stops fighting the system and the system actually drives revenue.
2-6wk
TYPICAL TIMELINE
$3k–$15k
TYPICAL BUILD
Fixed
PRICING
100%
CONFIG YOU OWN
Anchor range. Single-platform cleanup at the lower end; multi-system integrations + custom Apex/Flow at the upper. All config exported and version-controlled in your repo.
WHAT'S INCLUDED
LEAD ROUTING
Round-robin, territory-based, scored, or rules-based assignment. Stops the 'who owns this lead' email thread.
PIPELINE AUTOMATION
Stage transitions, follow-up triggers, deal-rot alerts, lost-reason capture. The CRM nudges the rep, not the other way around.
DATA HYGIENE
Dedup, normalization, enrichment via Clearbit / Apollo. Forms that update existing records, not create duplicates.
FORECASTING + REPORTING
Real pipeline math, not vibes. Forecasts by stage probability, time-decay, and rep accuracy history.
CROSS-TOOL SYNC
Bidirectional sync between CRM and your billing, marketing, support, and warehouse systems. Single source of truth, eventually consistent.
TRAINING + HANDOFF
Documented Loom walkthroughs of every flow we ship. Your ops person can extend the system without re-hiring us.
TECH STACK
WHAT WE WON'T DO
- Tell you to switch CRMs unprompted. If yours works, we work with it. Migrations are expensive.
- Add fields nobody fills in. Every required field needs a real why. We push back on bloat.
- Build dashboards no one looks at. We start with the 3 numbers the sales lead checks every morning.
FIX THE CRM YOU'VE ALREADY PAID FOR
Free 30-minute discovery call. We'll scope your project, give you a fixed quote, and map the fastest path to launch.
BOOK A FREE CALL