Your CRM should work as hard as your team does.
Data model, automations, syncs, reporting, permissions. We build the whole thing from scratch or fix the mess someone else left behind.
Most CRM problems are architecture problems.
Hundreds of custom properties nobody documented. Workflows built by people who left two years ago. Three different lifecycle stage definitions because each team made their own. The CRM technically works, but nobody trusts the data.
The fix is not hiring another admin to tweak settings. It is rebuilding the foundation: a clean data model, workflows that reflect real processes, and governance that keeps things from drifting again.
What We Build
Data Model & Architecture
Objects, properties, associations, and naming conventions designed so your schema still makes sense a year from now. No orphaned fields, no duplicates, no guessing.
Workflow Automation
Lead routing, deal stage progression, task creation, and notifications that run without someone babysitting them. Built around how your team actually sells.
Integrations & Syncs
Connect your CRM to marketing tools, billing systems, and support platforms without creating data conflicts or sync loops that corrupt records overnight.
Reporting & Dashboards
Per-team dashboards that answer real questions. Pipeline coverage, forecast accuracy, stage velocity. One source of truth the whole leadership team trusts.
Permissions & Governance
Role-based access, field-level ownership, edit history, and audit trails. So your SDR cannot accidentally delete a closed-won deal or overwrite a VP's forecast.
Migration
Move from Salesforce to HubSpot, HubSpot to Attio, or anything in between. Field mapping, deduplication, timeline preservation, and data validation at every step.
Who This Is For
- Your CRM has hundreds of properties nobody uses.
- Marketing and Sales can't agree on what a qualified lead is.
- You're migrating from Salesforce to HubSpot.
- New reps take weeks to learn the CRM.
- Your reports show different numbers depending on who built them.
Ready to fix your CRM?
You've outgrown spreadsheets and half-configured CRMs. Let's build something that actually works while you sleep.