Internal systemSelf-measured
Reconciled every run, on our own books
Our own CRM pipeline: definitions before sync, dedup before write, reconciliation after every run, and a dead-letter path for anything that fails anyway.
A CRM you can trust the numbers in
We’re a CRM automation agency that fixes the foundation before automating on top of it — HubSpot, Salesforce and GoHighLevel, built so the pipeline report survives an exec meeting.
01
Who this is for
- Heads of RevOps who inherited four years of accumulated workarounds
- COOs whose exec team has stopped believing the pipeline number
- Sales and marketing leaders who want AI enrichment and routing but can’t build on the current foundation
02
The problem is rarely the CRM
It’s usually four years of well-intentioned workarounds. A custom field somebody added and nobody documented. Three properties that mean the same thing. Deal stages describing the sales process from 2023. Two automations quietly fighting each other.
Adding AI enrichment on top of that makes it worse, faster.
We’ll tell you what’s actually wrong before we quote you. Sometimes the honest answer is that you need three weeks of cleanup, not a platform migration — and that’s a much smaller invoice.
03
What we deliver
- Implementation and rebuild
- HubSpot, Salesforce, GoHighLevel.
- Data migration and deduplication
- With a reconciliation report you can check.
- Pipeline and lifecycle architecture
- That matches how you actually sell.
- Workflow automation
- Routing, assignment, follow-up, handoffs.
- Reporting you can defend
- Dashboards built on definitions everyone agreed to.
- AI-assisted enrichment and triage
- Once the foundation is sound.
04
How we work
We start with an audit, not a proposal. You get a written read on what’s broken, what it’s costing you, and what we’d fix first — including the parts you can do yourselves.
Then we sequence: foundation, then automation, then AI. In that order, always. A named senior engineer owns the build and the migration.
- The definitions register fixes lifecycle stages, ownership and dedup keys before sync.
- The dedup-and-upsert stage applies explicit merge rules.
- Register-driven stage transitions route records, including the sprint handoff.
- HubSpot Free is the system of record.
- The SQLite WAL ledger logs every sync immutably.
- Reconcile compares ledger against HubSpot and prints the drift report.
05
What we won’t do
- Migrate dirty data into a clean system. We’ll fix it or tell you the migration should wait
- Build reporting on definitions your team hasn’t agreed to — that produces dashboards nobody trusts
- Recommend a platform migration when a cleanup would do
- Sell GoHighLevel as a strategy. It’s a platform we build on when it fits
06
Proof
08
After it ships
CRM/RevOps Managed Services from $1,000/month — pipeline hygiene, workflow tuning, reporting changes and new automation requests. This is our stickiest engagement, because a CRM decays without maintenance.
09
Process and timeline
- 01Audit1 week
- 02ArchitectAnd agree definitions — 1 week
- 03BuildAnd migrate — 2–8 weeks
- 04TrainAnd hand over — 1 week
10
FAQ
- Are you a certified partner?
- We display only the tiers a vendor has actually granted us. Current status is on the Trust page.
- Can you migrate from our current platform?
- Usually. Migration cost tracks data quality more than data volume.
- Will this break our reporting during the move?
- There’s a cutover window and we tell you exactly when it is. We run parallel reporting through it.
- Do you do GoHighLevel?
- Yes, where it fits. It’s a platform we deliver on, not something we lead with.
Book a build review
Thirty minutes with the engineer who'd own the build. No pitch, no deck. Bring the problem; we'll tell you whether it's worth solving and roughly what it costs.
Book a CRM review