CRM, RevOps, and AI consulting
The work to set up your CRM and put AI to work.
We get your CRM working the way it should: clean data, connected tools, user adoption. Then we automate away the busywork by wiring in practical AI that actually saves your team time.
Sound familiar?
Where CRM, RevOps, and AI Enablement projects stall
Our system was set up years ago. Bad data and broken automations have accumulated. We have a ton of tech debt that needs cleaning up.
We’ve heard all the AI hype, but we want to understand how it can actually help our business, beyond simple prompts to Claude or ChatGPT.
Our tools and systems don’t talk to each other. The same data gets entered multiple times and gets out of sync.
What we do
- Set up or reconfigure your CRM (Salesforce, HubSpot, and more)
- Clean up data, objects, fields, and permissions
- Integrate your CRM with your other tools
- Automate manual work and handoffs
- Put practical AI to work: drafting, summarizing, routing, and follow-up
- Build dashboards and reporting you can trust
What you get
- A CRM that fits how you actually work
- Clean, trustworthy data
- AI handling the busywork your team shouldn’t
- Less manual work, fewer errors
- A scoped, fixed plan, not an open-ended bill
- Support for your other RevOps systems
Questions we get
Do you work in Salesforce or HubSpot?
Both, and we connect the rest of your stack to whichever one you run. We also work across other CRMs when a project calls for it.
What kind of AI do you actually implement?
Practical, governed AI wired into your CRM and workflows, drafting and summarizing, lead routing and follow-up, data cleanup, and reporting. We use your platform’s built-in AI (Einstein, Copilot) and tools like Claude and ChatGPT where they fit.
How do projects work?
We start with a short discovery, then scope a fixed plan: what we’ll do, what it takes, and what it costs, so there are no surprises.
Can you train our team afterward?
Yes. We’d rather leave you able to run it than dependent on us. Training can be part of any project.
Let’s scope your project.
Book a free consultation and we’ll talk through what your CRM needs and where AI would help. No pitch, no pressure.