RevOps & CRM
A CRM your team works in. Reporting everyone trusts.
We implement, migrate and rescue HubSpot, Salesforce, Pipedrive and GoHighLevel for teams under 20. Pipelines that match how you sell, automation that holds, and one set of numbers that reconciles with finance.
HubSpot
Salesforce
GoHighLevel
Why this exists
Most small-team CRMs fail the same way.
The cause is usually the setup: empty fields, stages each person defines differently, and reports the team has to second-guess. We design the system first, then configure the software.
The unused CRM
Bought in January, configured for a week, set aside by March. The working pipeline moved back to email and spreadsheets.
The data sprawl
Three thousand contacts, eight hundred duplicates, forty custom fields and no one can say which ones matter. Every report has to be verified by hand.
The over-build
A past consultant modelled enterprise process onto a nine-person team. Now it takes six clicks to log a call, so calls go unlogged.
What we deliver
Concrete work, built and documented.
Every item below is something we have shipped for a real team. Most engagements combine three or four of them.
Talk through your CRMImplementation from zero: pipeline design, properties, lifecycle stages, permissions, training
Rescue and cleanup: dedupe, dead-field retirement, stage redesign, re-adoption plan
Migrations: Salesforce to HubSpot, spreadsheets to Pipedrive, GoHighLevel consolidations, with data mapping you can audit
Lead routing and SLAs: every hand-raise owned in minutes, with escalation when it is not
Lifecycle automation: nurture, follow-up, renewal and win-back sequences that read like a human wrote them
Reporting and dashboards: pipeline, attribution and activity numbers that reconcile against finance
Integrations: billing, calendars, phone systems, forms and the website, synced with clean, current records
Documentation and training: a runbook your next hire can learn from in a day
Representative scenarios
Three ways this usually starts.
Your scope gets its own written number after a 30-minute call. These are the shapes we quote most often.
4 TO 8 HRS · $600 TO $1,200
Route every hand-raise
Every form, email and call routed into the CRM with an owner and a follow-up date. Includes a notification when anything slips.
6 TO 12 HRS · $900 TO $1,800
The CRM cleanup
Dedupe, field cleanup, stage redesign and a dashboard that matches finance. The instance your team re-adopts.
15 TO 25 HRS · $2,250 TO $3,750
Full implementation or migration
From zero or from another platform: design, build, data migration, integrations, training and documentation.
Hours billed as actuals against a written cap; you are never billed past the quote. Larger platform builds (HubSpot Professional, Salesforce) run past 30 hours and are quoted the same way.
Platform honesty
Independent of every platform vendor. That changes the advice.
We hold no reseller agreements and our rate is the same whichever CRM you choose, so the recommendation is shaped by your team alone. The short version of what we tell people on calls:
| Platform | Usually right when | Watch out for |
|---|---|---|
| HubSpot | B2B teams living on inbound content and a growing sales motion | The price cliff at the Professional tier |
| Pipedrive | Sales-led teams that want a clean pipeline and nothing else | Thin marketing and reporting depth |
| GoHighLevel | Agencies and local service businesses that want all-in-one with flat pricing | Metered SMS/email costs stacking up |
| Salesforce | An enterprise customer or investor is forcing your hand | Admin overhead a small team cannot feed |
RevOps questions
Asked before most CRM engagements.
Does this replace our ops person or VA? +
No, it usually makes them more useful. We design and build the system, then train whoever runs it day to day. The best engagements pair us with the person who owns it afterwards.
Our data is a mess. Do we need to clean it before you start? +
Please do not. Cleaning data without redesigning the fields and stages that made it messy just produces clean mess later. Cleanup is part of the work, and it is faster done with the redesign.
Can you work inside our existing HubSpot or Salesforce instance? +
Yes, and that is the most common engagement. You rarely need to start over; you need the parts your team quietly stopped using rebuilt around how you sell.
How disruptive is a migration? +
The old system stays live until the new one is verified. We migrate in stages, reconcile record counts at each one, and switch over on a quiet day with a rollback plan in place.
What does ongoing support look like after the build? +
Thirty days of free adjustments, then a block of hours if you want us on call. No retainer, no minimum. Most clients use 3 to 5 hours a quarter once the system settles. See pricing.
Bring us your pipeline review as it stands.
Thirty minutes. We will tell you whether it is a rescue, a rebuild, or nothing a consultant should be paid for.
$150/hr flat · scope in writing before you sign · you own everything