Expert CRM Setup &
Architecture
Most CRMs fail because they were configured around the software's defaults, not around how the business actually operates. We build CRM infrastructure that mirrors your real sales process, data relationships, and reporting needs — so every team trusts the same numbers.
CRM Services
Six capabilities that turn a CRM from an expensive contact database into the operational backbone of your go-to-market.
CRM Setup & Configuration
HubSpot, Attio, Salesforce — whether you are starting from scratch or inheriting a CRM that three different admins built over four years with no documentation. We configure pipelines, deal stages, contact properties, and permissions so the system actually matches how your team sells.
Data Architecture
Object relationships, field governance, naming conventions, and association labels that make sense six months from now. We design the schema so your data model scales with your business instead of becoming a graveyard of abandoned custom properties.
CRM Migration
Move between platforms without losing deal history, activity timelines, or your team's sanity. We have migrated companies from Salesforce to HubSpot, HubSpot to Attio, and everything in between — mapping fields, deduplicating records, and validating data at every step.
Lifecycle Stage Design
Lead scoring models, routing logic, and handoff workflows built around your actual buyer journey — not a generic funnel diagram from a blog post. We define when a lead becomes an MQL, when Sales accepts it, and what happens when they don't.
Revenue Attribution
Multi-touch attribution that connects marketing spend to closed revenue with receipts. No more crediting the last Google ad before a demo when the real conversion happened at a conference three months earlier. We configure source tracking, campaign tagging, and influence reporting.
Reporting & Dashboards
Pipeline coverage ratios, forecast accuracy, stage velocity, rep performance — dashboards built for operators who make decisions, not slide decks that make everyone feel good. Single source of truth, refreshed automatically, trusted by the entire leadership team.
Who This Is For
If you recognize yourself in any of these, your CRM needs architecture — not another admin tweaking settings.
Certified Across the Stack
We hold active certifications on the platforms we implement — not just badges, but hundreds of hours of real implementation behind each one.
Ready to fix your CRM for good?
Every day your CRM stays broken, you lose pipeline visibility, misattribute revenue, and frustrate your team. Let us audit your infrastructure and build something that actually works.