Setup and switchovers
Built around how your team sells, with history carried over.
- Platform selection
- Pipelines, stages, and fields
- Clean data import
CRM builds and upgrades
A CRM your team actually uses.
New setups, system switchovers, and upgrades to the CRM you already own. Clean data, connected tools, and reports everyone trusts.
60-second CRM check
Tap anything that sounds like your team.
Best for
Messy data or a CRM nobody trusts
How we engage
Project, then ongoing support
First step
Free 30-minute CRM review
74%
of sales professionals are focused on cleaning up their data.
Salesforce, State of Sales, 2026
79% vs 54%
of top sales teams prioritize data hygiene, compared with underperformers.
Salesforce, State of Sales, 2026
What's included
Everything it takes to make a CRM work.
Upgrades and enhancements
More value from the CRM you already pay for.
- Automation and workflows
- Custom objects and fields
- AI features turned on and tuned
Data cleanup and integrations
One trusted record, connected to the rest of your business.
- Deduplication and standards
- Email, phones, and marketing
- Billing and ERP connections
Dashboards and adoption
Reports leaders use, and training that makes it stick.
- Executive and team dashboards
- Role-based training
- Adoption tracking
Want this for your team?
One call gets you a scoped plan and a ballpark price.
Ways to engage
Start small. Scale when it works.
CRM project
A setup, switchover, or rebuild against a written scope.
Fixed project fee
Get pricing →
Ongoing admin
Requests, automations, reports, and a monthly health report.
Monthly, 3-month minimum
Get pricing →
Questions
Straight answers.
Do you only do new CRM setups?
No. Most of our CRM work upgrades the system a company already has: cleanup, automation, integrations, AI features, and dashboards.
Which CRM platforms do you support?
HubSpot, Salesforce, Zoho, and more. We work with them all, and connect them to email, phones, marketing, billing, and ERP systems.
Can you add AI to our CRM?
Yes. We turn on and tune your platform's AI features, build AI into the workflows around it, and train your team.
Will our team actually use it?
Adoption is part of the scope. We train by role, track usage, and report adoption and data quality monthly.
Still have a question?
Ask us directly. A real person replies within one business day.
Free and no obligation
Show us your CRM. We'll show you the fix.
A 30-minute look at your setup and data, then a written list of what to fix first, with a ballpark price.