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ERP & CRM

Connect the systems where your
business actually
runs.

We implement, migrate and automate HubSpot, Odoo, Pipedrive and Salesforce so your data is clean, your pipeline moves, and your team stops copy-pasting between tools.

Book a call → See our work
The starting point

A CRM nobody trusts is worse than no CRM at all.

Most of the companies we work with have a CRM. The problem is the team doesn't use it — or they use it differently, so the data is unreliable, the pipeline is fiction, and leadership can't make decisions from it.

  • Pipeline stages that don't reflect how deals actually move.
  • Reps logging activity inconsistently — or not at all.
  • Finance and sales working from different numbers on the same week.
  • A migration that was "done" two years ago but still has orphaned records.
  • No automation on handoffs — every step is a manual task someone might forget.
How it works

Four phases. Each one tightens the system.

No big-bang migrations. We scope one system, clean it, automate the handoffs, and hand it back to a team that trusts what they see.

Audit

We map your current CRM setup, data quality, pipeline stages, automations and reporting. Everything that's broken gets a dollar tag.

Week 1

Configure

Pipelines rebuilt to match how deals actually move. Objects, fields and views cleaned up. Integrations mapped before we touch anything.

Weeks 2 – 3

Migrate & Automate

Data migrated with zero downtime. Handoff automations, approval flows and reporting dashboards built and tested.

Weeks 4 – 7

Train

Live training session with your team. Documentation left behind. We tune based on real usage in the first 30 days.

Week 8
What we've built

Three representative CRM systems.

Real shapes, different industries. Clean data and automated handoffs every time.

Quote → Order → Invoice

A HubSpot deal reaching Closed Won triggers a sales order in Odoo, a PDF invoice to the client, and an AR entry — no manual steps.

Lead → score → route

Incoming leads are scored by deal size and industry, then routed to the right rep with a pre-filled CRM record and a Slack ping.

Weekly pipeline digest

Every Monday at 7am, a summary of open deals, at-risk accounts and overdue tasks lands in the leadership Slack channel.

Tech we implement and connect.

Platform-agnostic. We work with what you already have and recommend upgrades only when the ROI is clear.

HubSpot Odoo Pipedrive Salesforce Make n8n Looker Studio Airtable Google Workspace Slack Stripe Postgres
What it costs

Three ways to start cleaning up.

Start with a clear picture of what's broken. Most clients see measurable improvement in the first sprint.

Audit
Free

A 30-minute call. We review your current CRM, identify the top data and process issues, and send you a one-page brief.

  • CRM audit
  • Data quality review
  • Bottlenecks identified
  • One-page recommendation
Book the audit →
Most chosen
Sprint
From $10k / project

Four to six weeks. One system cleaned, configured, automated and handed back to a team that actually trusts it.

  • One CRM or ERP configured
  • Handoff automations built
  • Team training included
  • 30-day post-launch support
Start a sprint →
Build + Tune
From $4k / month

Ongoing. Multi-system management, monthly data reviews, automation additions and quarterly optimizations.

  • Multi-system management
  • Monthly data & pipeline review
  • Priority support
  • Quarterly strategy session
Talk to us →

Want a free CRM audit?

Book the audit → [email protected]