The AI-operated revenue engine for B2B SaaS

Yes, and safely. The AI operates your CRM through permission-scoped access, so it has to ask before touching anything sensitive, and the decisions that matter (sending a reply, changing a deal, moving a stage) are approved by a human. Think of it as an operator that does the repetitive work at machine speed while your team stays in control. We built and ran this on our own CRM before we offered it to clients.

For high-volume, repetitive work (bulk field migrations, cross-tool syncs, custom reports, data cleanup) we run Claude Code against your CRM through its CLI with scoped permissions. Work that used to take an analyst days happens in minutes, with a clear audit trail. The same foundation powers the lead-scoring and reply-drafting logic that runs day to day.

Yes. We're a certified HubSpot Solutions Partner with multiple HubSpot-certified specialists on the team. We've architected, rebuilt, and optimized HubSpot instances across paid media, GTM engineering, RevOps, and lifecycle clients, from scrappy seed-stage CRMs to enterprise environments managing hundreds of thousands of contacts.

Both. Most of our work is HubSpot because that's where most B2B SaaS lives, but we have several clients on Salesforce and a few running both. The architecture principles are the same: clean data model, well-defined lifecycle stages, proper attribution, automation that removes manual work. We won't recommend ripping out Salesforce just to switch you to HubSpot.

Both options exist. If you have a defined scope (a HubSpot rebuild, a Salesforce migration, a forecasting system), we scope it as a fixed project. If you need ongoing CRM management, dashboard updates, automation iteration, and quarterly tuning, we engage on a fixed monthly retainer. Most of our long-term clients run RevOps as a retainer alongside another service like paid media or GTM engineering.

We build a custom property layer that captures original source, latest source, and influenced touches, then push every channel (paid ads, outbound, organic, referrals, content) into those properties via UTM frameworks and direct integrations. Native HubSpot reports plus Looker Studio dashboards on top show first-touch, last-touch, and multi-touch attribution side by side. You see what sourced versus influenced versus closed.

Both. About half our RevOps engagements start with a CRM audit on a messy existing HubSpot. We document what's broken, prioritize the fixes, decide what to migrate cleanly versus what to deprecate, and rebuild the data model around your actual sales process. Full rip-and-replace is rare; most of the time we save the data and rebuild the architecture around it.

HubSpot native dashboards for sales and marketing day-to-day. Looker Studio for cross-channel views that include paid ad spend, outbound performance, content, and pipeline contribution side by side. Salesforce native dashboards for clients who already standardize there. The principle is: the dashboard lives where the team that uses it already works, not in a separate tool nobody opens.

Outbound flows through OutboundSync (we're an OutboundSync Gold Agency Partner), which pipes Instantly and HeyReach activity directly onto HubSpot or Salesforce contact records. Paid media flows through native ad-platform integrations plus UTM enforcement at the campaign level. Every touch (ad impression, outbound reply, LinkedIn DM, form submit) lands on the right contact with full source attribution.

Yes, and it is one of the highest-leverage things we do. We design behavioral and firmographic scoring models calibrated to what your closed-won customers actually look like, not generic "10 points for opening an email" templates. Routing rules push high-score leads to Slack, the right rep, and the right cadence the moment the score threshold is crossed. We tune the model quarterly as your ICP and product evolve.

Yes. We build pipeline forecasting that pulls from deal stage, deal amount, close date, and deal-stage conversion rates calibrated against your historical data. The output is a weighted forecast that leadership and sales can both trust because the inputs are auditable. We also wire up the data hygiene so reps actually keep deal records current.

Fixed monthly retainer covering: CRM hygiene and dedupe, dashboard updates as your sales motion evolves, new automation builds as bottlenecks emerge, scoring-model retuning, integration maintenance when tools change, and quarterly business reviews where we surface where pipeline is leaking and what to fix next. RevOps is never "done." Clean data and good systems decay if no one tends them.