mxdify — Growth infrastructure for digital health and SaaS
Service · CRM & Revenue Systems

CRM & Revenue Systems

CRM and revenue systems is the plumbing that turns growth insight into a repeatable operation. We build and configure the CRM, the data pipelines feeding it, and the lifecycle automation that runs on top of it, on HubSpot, Salesforce, GoHighLevel, or fully custom. Central to the practice is the Consolidation Ratio: we calculate and optimize your tool consolidation ratio, transforming disconnected CRM Frankenstacks into cohesive, API-first composable architectures that erase data chaos.

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02WHAT THIS INCLUDES
7 deliverables
01
HubSpot build and configuration
02
Salesforce build and configuration
03
GoHighLevel build and configuration
04
Custom CRM development when off-the-shelf does not fit
05
Revenue stack consolidation and Frankenstack elimination
06
Data engineering, integrations, and reverse ETL
07
Lifecycle and marketing automation
04WHAT IT'S FOR
Outcomes
Pipeline velocity
Automation & productivity
Retention & LTV
Forecasting accuracy
Compliance-safe growth
Attribution clarity
Tool consolidation ratio improvement
Stack

Stack we build in

We build in your stack, or the right one for your stage.

Data & Analytics
  • AWS
  • BigQuery
  • Snowflake
  • MSSQL
  • MySQL
  • dbt
  • Segment
  • GA4
  • Amplitude
  • Looker
  • Tableau
  • Power BI
  • Fivetran
CRM & Revenue Systems
  • HubSpot
  • Salesforce
  • GoHighLevel
  • Custom builds
Experimentation & Activation
  • GrowthBook
  • Optimizely
  • VWO
  • Statsig
05HOW WE WORK

A four-phase engagement, run like an operator.

Part of the Closed-Loop Growth System →
  1. 01
    Blueprint

    Object model, lifecycle stages, and reporting requirements defined.

  2. 02
    Build

    CRM configured, integrations wired, data migrated.

  3. 03
    Automate

    Lifecycle flows, scoring, and routing turned on.

  4. 04
    Iterate

    Ongoing optimization based on funnel data.

06PROOF

One CRM, three source systems, zero manual export.

For a growth-stage SaaS we rebuilt the HubSpot object model, wired in product usage and billing, and shipped lifecycle flows that reduced sales busywork so reps spent time selling instead of copying rows.

Result · Anonymized under NDA
50% lift
Lead-to-order conversion 8% to 12% over 12 months at a regulated services platform. Validated at 99% confidence.
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00QUESTIONS

Frequently asked.

What is the Consolidation Ratio?

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It is the count of overlapping tools in your revenue stack divided by the count needed to run the same workflows on an API-first, composable architecture. We measure it at the start of an engagement, then use it to prioritize which parts of the Frankenstack to collapse first. A lower ratio means less data chaos, cleaner attribution, and lower total tool spend.

HubSpot, Salesforce, or something else?

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For most mid-market and growth-stage companies, HubSpot is the fastest path to a real operating system. Salesforce wins at enterprise scale and complex object models. GoHighLevel fits high-velocity consumer or clinic workflows. We recommend based on the business, not the logo.

Can you rebuild a broken HubSpot instance?

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Yes. Most engagements start with an audit that surfaces missing lifecycle stages, duplicate properties, and reporting that no one trusts. We rebuild the model and migrate data cleanly.

Do you build custom CRMs?

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When the workflow genuinely does not fit an off-the-shelf tool, yes. Most of the time we recommend against it.

Let's look at your numbers.

A no-pressure 30-minute review. You leave with two or three findings.

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07SYSTEM
Continuous · Warehouse-grade · Auditable
01STAGE
[ Signal Capture ]
First-party events · server-side tagging
02STAGE
[ Warehouse & dbt Modeling ]
BigQuery · Snowflake · identity graph
03STAGE
[ GTM Trigger Loops ]
Lifecycle · paid · sales handoff
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