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.

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What this includes

6 deliverables

HubSpot build and configuration

Salesforce build and configuration

GoHighLevel build and configuration

Custom CRM development when off-the-shelf does not fit

Data engineering, integrations, and reverse ETL

Lifecycle and marketing automation

What it's for

Outcomes

Pipeline velocity

Automation & productivity

Retention & LTV

Forecasting accuracy

Compliance-safe growth

Attribution clarity

Stack

Stack we build in

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

Data & Analytics

BigQuery
Snowflake
dbt
Segment
GA4
Amplitude
Looker
Fivetran

CRM & Revenue Systems

HubSpot
Salesforce
GoHighLevel
Custom builds

Experimentation & Activation

GrowthBook
Optimizely
VWO
Statsig

How we work

A four-phase engagement, run like an operator.

Part of the Closed-Loop Growth System →

Typical: 6-week onboarding

01
Blueprint
Object model, lifecycle stages, and reporting requirements defined.
02
Build
CRM configured, integrations wired, data migrated.
03
Automate
Lifecycle flows, scoring, and routing turned on.
04
Iterate
Ongoing optimization based on funnel data.

Proof

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.

attr

cro

lifecycle

Questions

Frequently asked.

HubSpot, Salesforce, or something else?

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?

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?

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.

Book a Growth Audit