HubSpot & CRM
Your whole CRM, built end to end.
Lead flow, deal flow, success flow, workflows, reporting, integrations, and the training that makes it stick. One team builds it, documents it, and stays until your people actually use it.
What We Build
Every part of the flow, wired together.
Marketing Hub, Sales Hub, Service Hub, Ops Hub, CMS — whatever mix your business needs. We build the whole thing, not just the parts that are easy.
Lead flow
Forms, ads, chat, and inbound calls landing in one place — captured, enriched, scored, and routed to the right rep in seconds.
Deal flow
Pipelines and stages that mirror how you actually sell, with deal properties, task automation, forecasting, and clean handoffs.
Success flow
Onboarding, health scoring, renewals, and churn alerts. The post-sale motion lives in the same system as the sale.
Workflows & automation
Cross-object automation for the busy work: assignments, notifications, internal alerts, data hygiene, and stage-based follow-up.
Sequences
Outbound sequences, templates, task queues, inbox, and meeting links — built so reps trust the tool instead of working around it.
Custom properties & objects
A data model designed before anything gets built: custom objects, associations, calculated properties, and naming that reporting can rely on.
Integrations
Your website, payments, phone, support desk, ERP, billing, and marketing tools — connected so data flows without anyone copying and pasting.
Reporting & admin dashboards
Exec dashboards, funnel and attribution reporting, team scorecards, and forecasting built on data you can actually trust.
Admin & governance
Permissions, teams, user roles, deduplication, and ongoing portal upkeep — so the system stays clean long after launch.
How We Work
Start with your team. Build in versions.
No two CRMs should look alike. We learn how your business runs, then build against it — releasing in stages so nothing breaks and your team never gets handed a system they don't understand.
Meet your team
We talk to the people who actually use the system — sales, marketing, service, ops — not just leadership. Their work shapes the build.
Evaluate what you have
Already on HubSpot, or on something else entirely? We audit the data, automations, integrations, and permissions to see what's working and what's quietly breaking.
Define the goals
What needs to be true in 90 days: pipeline visibility, faster follow-up, reporting you trust, fewer manual steps. We agree on it up front.
Design the build
Data model, pipelines, lifecycle stages, workflows, integrations, and dashboards — mapped on paper before anyone touches the portal.
Version it out
We ship v1 and put it in front of real deals. Then v2 adds the next layer of automation and reporting once the foundation is proven.
Iterate and improve
We stay in the portal with you — tightening workflows, cleaning data, and evolving reporting as your team and process change.
Training & Adoption
A CRM is only as good as the people using it.
Adoption is the part most builds skip. We train every team that touches the system, document how it works, and leave behind a library your team can actually use — long after the engagement ends.
Live training for every team
Role-specific sessions for sales, marketing, service, leadership, and admin — taught on your portal with your data, not a generic demo.
A documentation library built for you
Written SOPs, process maps, and recorded walkthroughs, organized around your teams and your terminology so anyone can find the answer.
Onboarding for new hires
New reps get the same training path on day one instead of learning the CRM from whoever happens to sit next to them.
Admin handoff & refreshers
We train an internal owner to run the portal, and come back for refreshers when processes change or adoption slips.
Built and Shipped
Full CRM builds, not partial setups.
Data model, pipelines, workflows, integrations, reporting, and training — built end to end for teams across SaaS, manufacturing, membership, and service.
Edison House
Membership club
Solo
SaaS
US Calcium
Manufacturing
The Life Balance Institute
Coaching & education
Solargraf
Solar software
And others
Ask us for the full list.
Let's look at your CRM together.
We'll walk your current setup — or your blank slate — and tell you exactly what we'd build first.