CRM & RevOps

We design and implement CRM systems that align people, processes, and data across your business.
From Salesforce and HubSpot to custom extensions, our work focuses on building CRM platforms that support real workflows, clean data, and long-term scale—so teams can operate with clarity and confidence as the business grows.

CRM Strategy & Architecture

Designing CRM systems around how your business actually operates.

We define the right CRM structure before configuration begins—aligning data models, objects, pipelines, and permissions to your sales, service, and operational workflows. The result is a CRM foundation that supports growth without constant rework.

Sales, Service & Marketing Alignment

Connecting every customer touchpoint into one system.

We design CRM experiences that unify lead management, pipeline tracking, customer service, and lifecycle engagement—so teams work from the same data, with shared visibility and accountability.

Automation & Lifecycle Enablement

Reducing manual work across the entire customer lifecycle.

From lead scoring and routing to renewals, retention, and support workflows, we design automation that eliminates friction while preserving flexibility as your business evolves.

Integrations, Data & Reporting

Making CRM the source of truth—not just another tool.

We integrate CRM platforms with commerce, ERP, marketing, and internal systems, ensuring clean data flow and reliable reporting. Dashboards are built for real decision-making, not vanity metrics.

CRM Strategy & Architecture

Designing CRM systems around how your business actually operates.

Sales, Service & Marketing Alignment

Connecting every customer touchpoint into one system.

We design CRM experiences that unify lead management, pipeline tracking, customer service, and lifecycle engagement—so teams work from the same data, with shared visibility and accountability.

Automation & Lifecycle Enablement

Reducing manual work across the entire customer lifecycle.

From lead scoring and routing to renewals, retention, and support workflows, we design automation that eliminates friction while preserving flexibility as your business evolves.

Integrations, Data & Reporting

Making CRM the source of truth—not just another tool.

We integrate CRM platforms with commerce, ERP, marketing, and internal systems, ensuring clean data flow and reliable reporting. Dashboards are built for real decision-making, not vanity metrics.

Core Services.

CRM Strategy & System Design

Defining the right CRM before implementation begins.

What this includes:

CRM requirements and use-case definition
Data model, object, and pipeline design
User roles, permissions, and governance planning
Lifecycle and process alignment (marketing → sales → service)
Implementation roadmap and phased rollout strategy

We start with strategy because CRM failures almost always come from poor upfront design. Our approach ensures the system reflects real workflows, not generic templates.

Integrations, Data & Reporting

Connecting CRM to the rest of your business.

What this includes:

CRM integrations with commerce, ERP, marketing, and finance
Data synchronization and governance
Executive and operational dashboards
Funnel, pipeline, and lifecycle reporting
Ongoing optimization as systems evolve

CRM only works when it’s connected. We ensure your data flows cleanly and your reporting reflects reality—not partial views or outdated exports.

CRM Implementation & Configuration

Building CRM platforms that teams actually adopt.

What this includes:

Salesforce, HubSpot, Zoho, and mid-market CRM implementations
Custom objects, workflows, and automation
Sales and service process configuration
UI/UX optimization for usability and adoption
Testing, training, and rollout support

We configure CRMs to be intuitive, efficient, and scalable—so teams use the system because it helps them do their jobs better.

Automation, Optimization & Ongoing Evolution

Ensuring your CRM continues to deliver value over time.

What this includes:

Lifecycle automation and optimization
Lead scoring, routing, and prioritization
Retention, renewal, and support workflows
Change management and iteration planning
Fractional CRM leadership and advisory support

CRM is never “done.” We stay involved to help systems adapt as teams grow, processes change, and new tools are introduced.

Core Services

CRM Strategy & System Design

Defining the right CRM before implementation begins.

What this includes:

CRM requirements and use-case definition
Data model, object, and pipeline design
User roles, permissions, and governance planning
Lifecycle and process alignment (marketing → sales → service)
Implementation roadmap and phased rollout strategy

We start with strategy because CRM failures almost always come from poor upfront design. Our approach ensures the system reflects real workflows, not generic templates.

CRM Implementation & Configuration

Building CRM platforms that teams actually adopt.

What this includes:

Salesforce, HubSpot, Zoho, and mid-market CRM implementations
Custom objects, workflows, and automation
Sales and service process configuration
UI/UX optimization for usability and adoption
Testing, training, and rollout support

We configure CRMs to be intuitive, efficient, and scalable—so teams use the system because it helps them do their jobs better.

Integrations, Data & Reporting

Connecting CRM to the rest of your business.

What this includes:

CRM integrations with commerce, ERP, marketing, and finance
Data synchronization and governance
Executive and operational dashboards
Funnel, pipeline, and lifecycle reporting
Ongoing optimization as systems evolve

CRM only works when it’s connected. We ensure your data flows cleanly and your reporting reflects reality—not partial views or outdated exports.

Automation, Optimization & Ongoing Evolution

Ensuring your CRM continues to deliver value over time.

What this includes:

Lifecycle automation and optimization
Lead scoring, routing, and prioritization
Retention, renewal, and support workflows
Change management and iteration planning
Fractional CRM leadership and advisory support

CRM is never “done.” We stay involved to help systems adapt as teams grow, processes change, and new tools are introduced.

Why for CRM?

Built for Scale, Not Shelfware

We design CRM systems that scale from early growth to enterprise complexity—without becoming bloated, rigid, or ignored.

Senior-Led, Hands-On Delivery

Every CRM engagement is led by experienced specialists. We don’t hand off critical system design to juniors or disappear after go-live.

Cross-Platform Expertise

We work across Salesforce, HubSpot, Zoho, and custom CRM extensions—allowing us to recommend the right platform, not force a single solution.

Lifecycle-First Thinking

Marketing, sales, and service are designed as one connected lifecycle—not siloed tools competing for attention.

Long-Term Partnership Mindset

We don’t just implement CRMs—we help them evolve alongside your business through optimization, automation, and advisory support.

Case Studies View all

Conair Corporation

Delivered Salesforce Commerce Cloud development, enterprise integrations, and sales analytics enablement using Power BI to support large-scale ecommerce operations.

Build-A-Bear Workshop

Acted as a long-term digital partner across Salesforce Commerce Cloud, data science, integrations, analytics, and experience design initiatives supporting enterprise-scale commerce.

Waring Commercial

Supported Salesforce Commerce Cloud development with integrations and analytics to enhance ecommerce performance and reporting.

Babyliss Pro

Provided Salesforce Commerce Cloud development with supporting integrations and analytics enablement, including Power BI reporting to surface ecommerce performance insights.

AnnSandra

Implemented a Shopify storefront alongside a custom Laravel-based bridal registry system, enabling complex registry logic and seamless coordination between commerce and gifting workflows.

Byraph

Designed and developed a custom Shopify ecommerce experience with integrations to support scalable online sales and brand-driven merchandising.