Your CRM Is a Black Box.
We Build It Into a Revenue System.
Most companies pay for a CRM and use 20% of it. Pipeline stages are wrong, lead routing is manual, and reporting shows nothing useful. We configure your CRM from scratch — or clean up what’s already there — so it routes correctly, reports accurately, and connects to every tool in your stack.
$45/hr
Avg In-House Ops Cost We Replace
Since 2012
Building Revenue Operations
100+
Active Clients
48hr
Setup to Launch
CRM Built Around How Your Sales Team Actually Works
We don’t set up CRMs the way the vendor demo shows. We configure them around your actual sales process, lead sources, and close model.
Pipeline & Stage Configuration
Wrong pipeline stages mean your team is tracking activity, not revenue.
We build your pipeline stages around your actual sales motion — not the default template. Each stage has a clear definition, entry criteria, and exit trigger. Your team knows exactly what a deal in each stage means and what needs to happen to move it forward. No ambiguity. No stages that never get used.
Lead Routing & Assignment
Manual lead assignment is a bottleneck that kills speed-to-lead before the dialer even rings.
We build automated lead routing rules based on source, vertical, geography, and rep capacity — so every new lead lands with the right agent within seconds of entering the CRM. No manager manually assigning leads. No leads sitting in a queue while your best reps are idle.
Automation Workflows
We build the automation workflows that eliminate manual repetition — follow-up task creation, stage-based triggers, email sequences, SMS enrollment, and activity logging. Every workflow is documented so your team understands what’s running automatically and what requires human action.
Dialer & Tool Integration
A CRM that doesn’t sync with your dialer means double entry and invisible call activity.
We integrate your CRM with your dialer (Five9, GoHighLevel, Mojo), SMS platform, email tool, and any other system in your stack. Call recordings, dispositions, and outcomes sync automatically. Your CRM becomes the single source of truth for every rep activity — not one of five places managers have to check.
User Setup & Permissions
Reps who can see data they shouldn’t — or can’t see data they need — create operational blind spots.
We configure user roles, permission levels, and data visibility rules so reps see their pipeline, managers see their team’s pipeline, and leadership sees the full operation. No more reps editing deals they shouldn’t touch or managers missing deals that fall outside their default view.
Reporting & Dashboard Setup
If your CRM’s default reports don’t show cost per funded deal, they’re not the reports you need.
We build the custom reports and dashboards your leadership team actually needs — pipeline velocity, stage conversion rates, rep performance by lead source, and cost per closed deal. Default CRM reports show activity. We build reports that show revenue. If you can’t see it, you can’t manage it.
What does your CRM actually show you right now?
If you can’t answer “what’s my stage conversion rate from lead to close” in under 30 seconds, your CRM isn’t configured correctly. We audit your setup and show you what needs to change.
HubSpot · GoHighLevel · Salesforce · Any CRM platform