CRM and AI consulting
The project work to set up your CRM and put AI to work.
We get your CRM working the way it should, clean data, connected tools, automated busywork, then wire in practical AI that actually saves your team time. Scoped and delivered by people who’ve done it at enterprise scale. Mostly Salesforce and HubSpot, and across other tools too.
Sound familiar?
Where CRM and AI projects stall
The system was set up years ago and never cleaned up since.
You’ve heard AI could help, but nobody has time to figure out where.
Your tools don’t talk, so the same data gets entered twice.
What we do
- Set up or reconfigure your CRM (Salesforce, HubSpot, and more)
- Clean up data, objects, fields, and permissions
- Integrate your CRM with the tools around it
- 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
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 ChatGPT where they fit. No science projects, just work that saves hours.
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.