HubSpot architecture
Objects, properties and associations designed around how you sell, not the default setup.
CRM & RevOps systems
A CRM your sales team actually trusts
We design, implement and clean up HubSpot CRMs, and work in Salesforce too, for B2B sales teams. That covers pipelines, lead scoring and routing, and the reports leadership relies on. It's for companies whose CRM has grown messy, or who are setting one up properly for the first time.
- HubSpot and Salesforce
- Fixed-scope quote
- Documented in your accounts
Sound familiar?
Data nobody trusts
Duplicates and half-empty records make every report a debate.
Cleanup, then rules that keep it clean
A forecast that's a guess
Deal stages without clear exit criteria, so the pipeline can't be read.
Stages with entry and exit criteria
Leads waiting on nobody
New leads sit unassigned until someone happens to notice.
Scoring and instant routing
What's included
What we set up
Pipelines and deal stages
Stages with clear entry and exit criteria, so the forecast means something.
Lead scoring and routing
Leads scored on fit and intent, then routed to the right rep the moment they qualify.
Territory assignment
Rules-based ownership by region, segment or account, kept current as your team changes.
SLAs and escalations
Response-time SLAs with automatic escalation when a lead or ticket is waiting too long.
Data cleanup and reporting
Dedup, property cleanup and governance, then dashboards built on data you can trust.
How it works
As a guide, a CRM cleanup or pipeline rebuild takes 2–6 weeks. Your quote has the exact timeline.
Discovery
A 30-minute call and a look at your current CRM: what works and what doesn't. Then a fixed-scope quote.
Design
Objects, pipelines, scoring and routing rules mapped to how you actually sell.
Build
Set up and cleaned up in stages, so your team keeps selling while it changes.
Launch & support
Role-based walkthroughs and written documentation, then optional monthly RevOps support.
FAQs
CRM & RevOps questions
Can you fix our CRM without starting over?
Usually, yes. We audit what's there, keep what works, and restructure the rest in stages so your team keeps selling while it changes.
Do you work in Salesforce too?
Yes. Most of our CRM work is in HubSpot, but we also work in Salesforce and on migrations between the two.
Will our team be trained?
Yes. Every rollout includes short, role-based walkthroughs and written documentation your team keeps.
How long does a CRM project take?
It depends on scope, and the quote says exactly. As a guide, a CRM cleanup or pipeline rebuild takes 2–6 weeks.
Should we use HubSpot or Salesforce?
It depends on your team size, sales complexity and who will run the system day to day. HubSpot is usually faster to adopt and easier to maintain without a dedicated admin. Salesforce suits complex, highly customized processes with admin support behind them. We work in both and will tell you which fits, even if the answer is "keep what you have".
Do we own what you build?
Yes. Everything lives in your own accounts and is documented as we go: the data model, workflows and integrations. Another admin can pick it up, so you're never locked in.
Let's look at your CRM
A 30-minute discovery call to see what's slowing your pipeline down.