CRM
implementation
that sticks.
Most CRM rollouts fail because nobody asked the people who’ll actually use them. We start there. Then we set up software that fits your team — not the other way around.
Six things we’ll hand you, every time.
Pipeline mapped to how you actually sell
I sit with your sales lead for 2 hours. We draw the real pipeline on a whiteboard. Then I build it. Not the 12-stage textbook funnel — the 4 stages your business actually has.
Lead capture from every channel
Website forms, phone calls, walk-ins, referrals, Instagram DMs — all flowing to one place with the source tagged. Clean, deduplicated, ready to work.
Email + calendar fully connected
Every email and meeting attached to the right contact automatically. No copy-pasting notes. Reps can stop being data entry clerks.
Reports the boss actually reads
Three dashboards, max. Pipeline value. Win rate. Activity. If it doesn't change a Monday meeting, we don't build it.
Migration from whatever you have now
Spreadsheets, post-its, the old CRM nobody uses — we move it all in. Cleaned, deduplicated, with a backup of the original.
Training that actually lands
Two 90-minute sessions with the team. Recorded. Plus written docs in human language. Plus 30 days of free questions over Slack.
Watch our note-taker agent
route a message in real time.
Type a rough business note below. The agent classifies it, extracts key fields, and routes it to the right database — Client, Inventory, or Employee.
Watch one post ripple through four systems.
A real production order: post once, and inventory deducts, the G/L journals correctly, and the sales order moves through fulfillment — all without anyone touching a spreadsheet.
One event. Six tools. 1.2 seconds.
Disconnected tools turn every event into a 30-minute scavenger hunt. We wire them so one trigger fans out cleanly — payments, leads, refunds, all of it.
A typical 20-day rollout, day by day.
Some projects run shorter, some longer. This is the standard 4-week shape — we’ll write you a real one in the proposal.
Discovery & shadowing
- +Sit with sales lead, ops lead
- +Watch a real day of work
- +Map current tools & data
- +Draft pipeline on whiteboard
Build & migrate
- +Configure CRM to draft pipeline
- +Migrate contacts & history
- +Wire up email & calendar
- +Set up lead capture forms
Connect & automate
- +Integrate with Stripe / accounting
- +Build the 3 priority automations
- +Set up reports & dashboards
- +Quality-check with real data
Train & hand off
- +Two team training sessions
- +Record walkthrough videos
- +Hand-off doc & FAQ
- +Launch + 30 days standby
Questions we get often.
Depends entirely on your size, your sales motion, and your budget. We're fluent in HubSpot, Pipedrive, Attio, and Folk — and we've migrated clients in both directions between all of them. We'll recommend honestly, including 'just stay on Google Sheets for now' if that's the right answer.
Three more things we do.
AI Workflow Automation
Quiet AI in the background — lead qualifiers, email drafters, document parsers.
System Integration
Connect the 8 tools you already use so they finally talk to each other.
Ongoing Support
Monthly retainer for tweaks, new automations, and someone who picks up the phone.