A CRM your team actually uses.
We clean up, rebuild, or launch the CRM and email system behind your revenue: lead capture, pipeline stages, lifecycle automation, reporting, and follow-up your team can run every week.
CRM consulting for SMB and mid-market companies
CRM consulting is not just software setup. For SMB and mid-market companies, the value is building a trusted revenue system: clean data, clear pipeline stages, lead source tracking, email marketing, follow-up automation, and dashboards the team actually uses.
A good CRM build connects marketing and sales into one source of truth, so owners can see where leads come from, which campaigns create pipeline, which deals need attention, and where follow-up breaks.
Your CRM is full of stale contacts, unclear stages, and deals no one trusts.
Leads come in from forms, referrals, ads, and email but land in different places.
Email marketing exists, but it is disconnected from sales activity and real pipeline.
A revenue database, not a contact graveyard.
Lifecycle stages, deal pipelines, properties, lead sources, ownership rules, and data hygiene standards.
Campaigns, sequences, segmentation, handoff logic, and follow-up paths tied to buyer intent.
Forms, ads, website actions, calendars, and inbox workflows connected into the CRM.
Dashboards for source performance, pipeline health, email engagement, close rate, and follow-up gaps.
Audit the current system
We review your CRM, forms, automations, email lists, pipeline, reporting, and how the team actually uses them.
Design the operating model
We define the stages, fields, automations, and ownership rules that match how your business sells.
Build and migrate
We clean data, configure the CRM, connect email marketing, and wire lead sources into one source of truth.
Train and stabilize
We train the team, monitor adoption, and tighten the system until the data is trusted.
The CRM is the revenue database
Most CRM problems are not tool problems. They are process problems: unclear stages, missing ownership, duplicate fields, weak source tracking, and no shared definition of a qualified lead. We fix the operating model before adding automation.
Email marketing should be tied to sales motion
Email should not live in a separate marketing silo. Nurture campaigns, sales sequences, reactivation lists, and customer education should all connect back to CRM activity so the team can see what is working.
Data quality is a management system
Clean CRM data does not happen by accident. It requires simple required fields, sensible automations, weekly pipeline review, and dashboards that expose missing follow-up before revenue is lost.
Our case-study work connected website leads, pricing logic, CRM workflows, analytics, and sales follow-up into one operating system.
Read the full breakdown →
CRM cleanup, migration, and email marketing builds start at $7,500. Larger RevOps builds with multi-source attribution, automations, and team training scope from there.
Fix my CRM →Can you work with our existing CRM?
Yes. We can clean up and rebuild inside your current CRM, migrate to a better fit, or connect it to the rest of your system.
Do you do HubSpot, Salesforce, or smaller CRMs?
Yes. The platform matters less than the operating model. We design the process first, then configure the tool around it.
Will this include team training?
Yes. A CRM only works if the team uses it. Training, adoption rules, and simple reporting are part of the build.
Make your CRM worth trusting.
Tell us what CRM you use and where the handoff breaks. We will map the fastest cleanup path.
Fix my CRM →