CRM automation agency
CRM automation that turns your pipeline into a system you can trust
CRM systems that connect to your ERP, WhatsApp, email and AI workflows.
Who this is for
Three signals that a CRM engagement will pay back fast.
Founders & sales leads running pipeline in spreadsheets
Deals live in tabs, follow-ups depend on memory, and forecasting is a Friday-afternoon guess. You need a CRM that the team actually uses, not another tool to ignore.
RevOps teams duct-taping CRM ↔ ERP
Your CRM and ERP don't talk to each other. Reps double-enter data, finance reconciles by hand, and exec reporting takes a week. You need a real integration layer, not another point-to-point Zap.
Tech leaders who need a data-resident CRM stack
You can't put customer data into a third-party SaaS for compliance, sovereignty or cost reasons. You want a CRM you actually own, hosted where you choose, integrated end-to-end.
What we build on CRM
Concrete deliverables, not slideware.
How we work
A four-step engagement designed to ship in weeks, not quarters.
- 130-min call
CRM review
We map your current sales motion, the data living in spreadsheets, the integrations you actually need and the people who will use the system. You leave with a 1-page recommendation, even if you don't engage us.
- 21 week
CRM blueprint
We deliver a written blueprint: data model, pipeline stages, automation rules, integration map, hosting plan, scope, timeline and fixed quote. You decide whether to proceed before any code is written.
- 32–6 weeks
Build & migrate
We configure the CRM, build the automations and integrations, migrate your existing data, and roll it out in tight feedback loops. We train the team and document every workflow.
- 4Ongoing
Operate & extend
We maintain the system, respond to incidents, ship enhancements every sprint, and extend the CRM as your sales motion evolves. Cancel any time.
What we've shipped on CRM
A few examples from the broader portfolio.
AI-Powered CRM System
Full CRM with AI keeping follow-up, lead scoring and pipeline updates in motion automatically. Reps work on the deals that are ready to move.
Read the case study →Hubspot Revops
HubSpot RevOps build aligning sales, marketing and customer success on a single source of truth. End-to-end pipeline automation, forecasting and clean handoffs across the funnel.
Read the case study →Frequently asked questions
What buyers usually ask before engaging.
How long does a CRM project take?
Most engagements ship a usable pipeline in 2–4 weeks and reach steady state in 6–10 weeks. Pure migrations (e.g. spreadsheet → HubSpot) can be faster; full CRM↔ERP integrations sit at the longer end.
HubSpot vs Salesforce vs Pipedrive vs custom: how do you pick?
We pick based on your sales motion, team size, budget and integration needs, not on commission. SMEs under 30 reps usually land on HubSpot or Pipedrive. Salesforce makes sense for complex enterprise sales. Custom (Supabase or Postgres) wins when data sovereignty or unusual logic dominates.
Can you migrate us from one CRM to another?
Yes. We audit your existing CRM, map fields and workflows, run both in parallel for a validation window, then cut over with zero data loss. Full history (notes, emails, attachments) is preserved.
How do you price CRM projects?
Fixed-price for the build phase based on the blueprint scope, then a monthly retainer for hosting, monitoring and continuous extension. Final pricing depends on the CRM platform, the integrations and data migration scope, the depth of pipeline automation and the SLAs we agree on. We share a precise number after the 30-minute CRM review, with no obligation to engage further.
What does ongoing maintenance look like?
We monitor automation health, respond to incidents, patch integrations, run weekly backups with monthly restore tests, and ship 1–3 enhancements per sprint. You get a shared Slack channel and a monthly written report.
How do I get started?
Book a 30-min CRM review. You'll leave with a 1-page recommendation tailored to your stack, even if you don't engage us. If we're a fit, the blueprint phase begins the following week.
Stop running your sales pipeline on memory and tabs.
Let's design the CRM system that compounds your sales motion.
Explore other services
What else we build for SMEs.