Services Pricing About Book a Call

Your CRM should be a revenue engine.

Salesforce or HubSpot, built right from the ground up. Custom objects, routing logic, scoring models, and reporting that your team actually trusts. No shortcuts, no tech debt.

See CRM Pricing → Fractional RevOps

Platforms We Build On

Two platforms. One architecture philosophy.

SF

Salesforce

Enterprise-grade CRM architecture for teams that need maximum flexibility, complex automation, and advanced reporting.

  • Custom objects & data modeling
  • Flow Builder automation
  • Lead scoring & routing
  • Reports & dashboards
  • CPQ & opportunity management
  • Integration architecture (Zapier, native)
HS

HubSpot

Full-stack HubSpot for teams that want marketing + sales + service on one platform with fast time to value.

  • Custom properties & objects
  • Workflow automation
  • Lead scoring & lifecycle stages
  • Attribution & revenue reporting
  • Deal pipeline design
  • Marketing Hub integration

What We Build

The full CRM architecture stack.

Data Model Design

Custom objects, field architecture, and relationships that match your actual business — not what the vendor assumed you'd need.

Lead Routing & Scoring

Round-robin, territory-based, or signal-based routing. Lead and account scoring models that your team trusts and actually uses.

Pipeline Architecture

Deal stages, exit criteria, required fields, and validation rules. Pipeline that enforces your process, not just suggests it.

Automation & Workflows

Task creation, field updates, notifications, approval processes. Automation that saves time without creating a black box.

Reporting & Dashboards

Pipeline velocity, conversion rates, forecasting accuracy. Dashboards that executives can read and reps can act on.

Migration & Cleanup

Data migration from legacy CRMs, deduplication, field mapping, and historical data preservation. Clean slate, clean data.


Implementation Timeline

From kickoff to go-live in 6-10 weeks.

Every CRM build follows a structured process. We scope, design, build, test, and train your team — all within one engagement.

Week 1-2

Discovery & Requirements

Stakeholder interviews, process mapping, and data audit. We document every workflow, role, and edge case before touching the platform.

Week 3-4

Architecture & Design

Data model blueprint, automation specs, and dashboard wireframes. You approve the design before any configuration begins.

Week 5-8

Build & Configure

Custom objects, fields, automations, dashboards, and integrations. Weekly demos so you see progress and can give feedback in real time.

Week 9-10

Test, Train & Launch

UAT with your team, data migration, training sessions, and runbooks. You're not just getting a CRM — you're getting the knowledge to run it.


CRM built to compound revenue.

Stop duct-taping your CRM together. Get architecture that scales with your team.

View Implementation Pricing →

Other Services

GTM Stack Audit

A complete teardown of your revenue tech stack. Map every tool, integration, and data flow.

Learn more →

Fractional RevOps

Senior RevOps leadership on a retainer. Strategy, execution, and ongoing optimization.

Learn more →