Stage definitions, activity SLAs and ownership rules that make deals move. Clear handoffs between marketing, sales and service.
- Stages & SLAs that reflect your motion
- Playbooks and guided selling in the right places
- Ownership and routing that sticks
Independent
CRM your team will actually use
Independent specialists who map your process, set up the tooling, and ship weekly until adoption sticks. Clear processes. Smooth journeys. Results that flow.
Get a 20-minute CRM game plan with practical next steps.
What you get
Sell more, waste less — here’s how CRM makes it happen.
Required fields, dedupe rules and clean capture so reports tell the truth.
- Required fields + validation where it matters
- Dedupe & merge policies with auditability
- Lifecycle hygiene & GDPR-friendly capture
Sequences, workflows and task queues to remove manual admin and follow-ups.
- Workflow guardrails with alerts & retries
- Ownership & routing by rules, not memory
- Make/Zapier/API for gaps between tools
Dashboards by role, pipeline velocity, win rates and forecast accuracy you can defend.
- Role dashboards (AM, SDR, Leadership)
- Velocity & win-rate instrumentation
- Forecast built on clean inputs
We tailor pipeline stages, data capture and automations to your motion—Pipedrive or HubSpot—so adoption sticks. Expect clean ownership rules, faster follow-up and dashboards that reflect revenue reality.
Explore deep-dives & playbooks or see case studies.
Proof in action
Recent results with teams like yours
Timely → HubSpot Live sync
From manual exports to automated follow-up with AI context.
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Invoice automation Less admin
Create invoices automatically from CRM—no spreadsheets.
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