CRM — built or integrated.
Salesforce, HubSpot, Zoho, or a CRM we build from scratch when the shelf won't fit. Pipelines that match how your business actually runs, not the other way around.
After three decades of CRM work, we've seen the pattern: the off-the-shelf platforms solve 80% of the problem and the last 20% is where the business lives. We handle both sides. If a HubSpot or Salesforce implementation — done seriously, with the right data model — will carry your business for ten years, we'll build that. If it won't, we'll build you the CRM that will.
What’s actually included.
Greenfield CRM builds
Custom CRM designed around your data model, sales motion, and compliance requirements. TypeScript or Python back ends. Postgres. Your data in your cloud.
Salesforce implementation
Enterprise Salesforce deployments: Sales Cloud, Service Cloud, Health Cloud, Experience Cloud. Apex, LWC, Flow — all with test coverage and CI.
HubSpot implementation
HubSpot CRM, Marketing Hub, Sales Hub, Service Hub, and Operations Hub deep-implementation. Custom objects, serverless functions, HubDB.
Zoho implementation
Zoho CRM and Zoho One suite configuration, Deluge scripting, and custom-function development. Cost-effective for mid-market.
Legacy CRM migration
Migrations from ACT!, Pipedrive, Dynamics, SugarCRM, Lotus Notes, and custom MS-Access contact databases. Data cleanup included.
ERP & billing integration
Bidirectional sync with NetSuite, SAP, Stripe, Chargebee, QuickBooks, Xero. Queue-based, idempotent, audited.
Revenue operations
Pipeline architecture, attribution modeling, forecasting dashboards, territory design, commission plumbing.
HIPAA & SOC 2
CRM workflows for regulated industries with audit trails, BAA-ready infra, and role-based access.
Direct answers.
Q. Which CRM do you recommend?
The one that fits. We'll assess your data model, team size, and roadmap on the intake call. Most mid-market firms land on HubSpot; enterprise on Salesforce; complex verticals on a custom build. We'll tell you honestly.
Q. Can you migrate from an old CRM without losing data?
Yes. Every migration begins with a full audit and a staged cutover plan. We dual-write for two weeks, validate parity, then retire the old system. Data loss risk is effectively zero.
Q. Do you handle the CRM training for our team?
Yes. Training, runbooks, and video walkthroughs are part of every engagement. If your team can't use the system on day one, we failed.
Q. How long does a typical CRM engagement take?
8–14 weeks for a standard implementation; 14–24 for greenfield builds. We quote the date, then hit it.
Ready to scope this?
Tell us about the problem. If crm platforms is the right fit, we’ll scope it on the intake call. If it isn’t, we’ll tell you.